Integrating Facebook Conversions with Microsoft Excel Using Pabbly Connect

Learn how to send Facebook conversions purchase events for new Microsoft Excel rows using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start sending Facebook conversions purchase events for new Microsoft Excel rows, first, access Pabbly Connect. Create a free account by clicking on the sign-up link provided in the description.

Once you log in, click on ‘Create Workflow’. Name your workflow, for example, ‘Microsoft Excel to Facebook Conversion API’. This will initiate the setup process for your integration.

2. Connecting Microsoft Excel to Pabbly Connect

In the trigger window, select Microsoft Excel from the app list. Choose the trigger event as ‘New Row in Worksheet’. This step is crucial as it allows Pabbly Connect to monitor your Excel sheet for new purchase events.

• Select ‘Connect’ and then ‘Add New Connection’.
• Click on ‘Connect with Microsoft Excel’ and authorize your account.
• Select the workbook that contains your purchase data.
• Choose the worksheet that has the relevant data.

After selecting your worksheet, click on ‘Save and Send Test Request’. This will retrieve the latest row of data from your Excel sheet into Pabbly Connect.

3. Sending Data to Facebook Conversion API

Next, in the action window, search for ‘Facebook Conversion API’ and select it. Choose the action event as ‘Send Purchase Event’. This enables Pabbly Connect to send the gathered data to Facebook.

Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Facebook Pixel ID, which you can find in your Facebook Events Manager. This ID links your Facebook account to the conversion data being sent.

• Enter the Pixel ID in the required field.
• Select your desired action source from the dropdown.
• Input a unique event ID to prevent duplication of events.

After mapping these fields, click ‘Save and Send Test Request’ to send a test purchase event to Facebook.

4. Formatting Date and Time for Facebook Events

It is essential to format the date and time correctly for Facebook. Use Pabbly Connect’s Date Time Formatter feature to convert the date from your Excel sheet into a timestamp format.

To do this, add a new action step by selecting ‘Date Time Formatter’. Choose the action event as ‘Format Date with Time Zone’ and connect it. Map the date from your Excel data into this step, ensuring it reflects the correct format.

Select the original date format from the dropdown. Choose ‘Timestamp’ as the target format. Set your time zone accordingly.

After formatting, map the timestamp response back to the Facebook action event for the event time field.

5. Finalizing the Integration and Testing

After mapping all necessary fields, including customer details and purchase values, click on ‘Save and Send Test Request’. This will finalize the integration process.

Check your Facebook Events Manager to confirm that the test purchase event has been recorded correctly. You should see the same data that was sent from Pabbly Connect.

Don’t forget to remove any test event codes once you finalize the setup. This ensures that all future conversions are recorded as actual events rather than test data.

Conclusion

In this tutorial, we demonstrated how to send Facebook conversions purchase events for new Microsoft Excel rows using Pabbly Connect. By following these steps, you can automate your data flow and enhance your Facebook ad optimization.