Integrating Shopper and Google Sheets with Pabbly Connect: A Step-by-Step Guide

Learn how to automate ticket creation in Shopper from Google Sheets using Pabbly Connect. This detailed guide walks you through the integration process step by step.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account, which allows you to explore its features with 300 tasks per month. For existing users, simply sign in to your account.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can view all the applications available for integration. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

2. Creating a Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button, a dialog box will appear prompting you to name your workflow. For this integration, name it ‘Create Repair Shopper Ticket from Google Sheets’. You can also choose a folder to organize your workflows. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder for better organization.
• Click the ‘Create’ button to proceed.

Upon creating the workflow, you will see two main components: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, we will set Google Sheets as the Trigger application to capture new data entries.

3. Setting Up Google Sheets as a Trigger

To set up the Trigger, select Google Sheets from the list of applications in Pabbly Connect. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that every time a new row is added or updated in your Google Sheets, the workflow will be triggered automatically.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as it will be used to connect your Google Sheets with Pabbly Connect. Open your Google Sheets, go to Extensions, and select Add-ons to install the Pabbly Connect Webhooks add-on.

• Install the Pabbly Connect Webhooks add-on.
• Refresh your Google Sheets to see the new add-on.
• Set the webhook URL and trigger column in the add-on settings.

After completing these steps, you will have successfully set up the Google Sheets Trigger in Pabbly Connect.

4. Searching for Existing Customers in Pabbly Connect

Once the Trigger is set up, the next step is to configure the Action. Select Repair Shopper as your action application. The action event should be ‘Search a Customer’. This allows Pabbly Connect to look for existing customers based on the data received from Google Sheets.

To establish a connection with Repair Shopper, click on ‘Connect’ and select ‘Add New Connection’. Enter your API token and subdomain from your Repair Shopper account. This step is crucial for enabling Pabbly Connect to access your Repair Shopper data.

Generate an API token from your Repair Shopper profile. Enter the token and subdomain in Pabbly Connect. Save the connection to proceed.

After successfully connecting, map the customer email from the Google Sheets data to search for the existing customer in Repair Shopper. This step ensures that only valid customers will have tickets created for their requests.

5. Creating Tickets in Repair Shopper

With the customer search configured, the final action is to create a ticket in Repair Shopper. Select ‘Create a Ticket’ as the action event. This action will occur only if the previous filter confirms that the customer exists.

Connect to Repair Shopper using the existing connection you previously set up. Then, map the necessary fields such as customer ID, issue subject, and description from the Google Sheets data. This ensures that the ticket is created with accurate information directly from the spreadsheet.

Map the customer ID and issue details from Google Sheets. Review all mapped fields for accuracy. Click ‘Save and Send Test Request’ to create the ticket.

Once the ticket is created successfully, you can check your Repair Shopper account to verify that the new ticket reflects the information from Google Sheets. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Shopper and Google Sheets using Pabbly Connect. By automating ticket creation, you can streamline your workflow and enhance efficiency in managing customer requests. Follow these steps to set up your integration easily and effectively.