Integrating Swell with Google Sheets Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Swell with Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless automation of your e-commerce orders. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Swell Integration

To begin the integration process, access Pabbly Connect and create a new workflow. This will serve as the foundation for connecting your Swell account with Google Sheets. Pabbly Connect allows for seamless automation between different applications, and in this case, it will facilitate the transfer of order details from Swell to Google Sheets.

Once you’re in Pabbly Connect, click on ‘Create Workflow’ and name it appropriately. This helps in organizing your integrations. After naming, you will be prompted to select a trigger application. In this case, select Swell as the trigger application.

2. Configuring the Trigger Event in Pabbly Connect

Next, set up the trigger event in Pabbly Connect. For this integration, you will select the event as ‘Order Created’. This means whenever a new order is placed in your Swell account, Pabbly Connect will capture this event and initiate the workflow.

• Select Swell as the trigger application.
• Choose ‘Order Created’ as the trigger event.
• Copy the provided webhook URL for later use.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for linking your Swell account with Pabbly Connect to receive data whenever a new order is created.

3. Connecting Swell to Pabbly Connect Using Webhooks

To connect your Swell account to Pabbly Connect, log into your Swell account and navigate to the developer settings. Here, you will find the option for webhooks. Click on ‘Add a Webhook’ and paste the webhook URL you copied earlier.

• Under the webhooks section, click ‘Add a Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Select ‘Order Created’ as the event for the webhook.

Once you have configured the webhook, save the changes. This step ensures that every time a new order is created in Swell, the order details will be sent to Pabbly Connect, which will then process the information.

4. Testing the Integration Between Swell and Google Sheets

After successfully setting up the webhook, it’s time to test the integration. Go back to your Swell account and create a test order. This is crucial as it allows Pabbly Connect to receive data and confirm that the integration is working correctly.

Fill out the checkout form with dummy data. Select a shipping method and payment method. Complete the order to trigger the webhook.

Once the order is completed, return to Pabbly Connect to check if the data has been captured. You should see the details of the order, including customer information and order specifics, confirming that the integration is functioning as intended.

5. Transferring Order Data to Google Sheets

The final step involves transferring the captured order data from Pabbly Connect to Google Sheets. For this, you will set up an action step in your workflow.

In Pabbly Connect, select Google Sheets as the action application and choose the action event as ‘Add Row’. This allows you to send the order details directly into a new row in your specified Google Sheet. Map the fields from the Swell order to the corresponding columns in Google Sheets.

After mapping the fields, save your workflow. Now, every time a new order is placed in Swell, Pabbly Connect will automatically add the order details to Google Sheets, streamlining your order management process.

Conclusion

In this tutorial, we demonstrated how to integrate Swell with Google Sheets using Pabbly Connect. By following these steps, you can automate your order management and ensure that every new order is efficiently recorded in your Google Sheets. This integration simplifies your workflow and enhances productivity.