Learn how to integrate Shopify with Google Sheets using Pabbly Connect to automate customer data management seamlessly. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Shopify and Google Sheets Integration
To start integrating Shopify with Google Sheets, you first need to access Pabbly Connect. Sign in to your Pabbly Connect account or create a new one if you don’t have it yet. This platform is essential for automating the transfer of customer data.
Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. This is where you will set up the integration between Shopify and Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button to begin.
2. Setting Up Shopify as the Trigger Application in Pabbly Connect
For this integration, you will set Shopify as the trigger application in Pabbly Connect. Select Shopify from the list of applications. You will then need to choose the trigger event, which is ‘New Customer Created’. This event will activate the workflow when a new customer is added to your Shopify store.
- Select ‘New Customer Created’ from the trigger options.
- Connect your Shopify account by providing the necessary API credentials.
- Authorize Pabbly Connect to access your Shopify data.
After successfully setting up the trigger, you can test it to ensure that Pabbly Connect is receiving data from Shopify correctly. Make sure to have a new customer created in your Shopify store to test this step effectively.
3. Configuring Google Sheets as the Action Application
The next step is to configure Google Sheets as the action application in Pabbly Connect. After setting the trigger, select Google Sheets from the list of available applications. Choose the action event, which is ‘Add Row’. This action will allow you to add a new row in Google Sheets each time a new customer is created in Shopify.
- Connect your Google Sheets account by signing in and granting permissions.
- Select the specific Google Sheets document where you want to add customer information.
- Map the fields from Shopify to the corresponding columns in Google Sheets.
Once the mapping is complete, you can test this action step. This test will ensure that new customer data from Shopify is accurately reflected in your Google Sheets via Pabbly Connect.
4. Finalizing and Testing the Integration
After configuring both Shopify and Google Sheets in Pabbly Connect, it’s time to finalize the integration. Review all the settings to ensure everything is correctly set up. Check the trigger and action mappings to confirm that they align with your needs.
Next, perform a test run of the entire workflow. Create a new customer in Shopify and observe if their details appear in your Google Sheets. If everything works correctly, you will see the new customer data populated in the specified Google Sheets document.
In case of any issues, revisit the workflow settings in Pabbly Connect to troubleshoot. Ensure that all connections are properly established and that the data mapping is accurate.
5. Automating Data Transfer with Pabbly Connect
Once the integration is successfully tested, you can rely on Pabbly Connect to automate the transfer of customer data from Shopify to Google Sheets. This setup will save you time and effort by eliminating the need to manually input customer information.
Every time a new customer is created in Shopify, their details will automatically be added to your Google Sheets. This automation ensures that your records are always up-to-date and accessible.
To maintain this automation, regularly check your Pabbly Connect account for any updates or changes that may affect the integration. Keeping your applications and workflows updated will ensure smooth operation.
Conclusion
Integrating Shopify with Google Sheets using Pabbly Connect simplifies customer data management. This automation ensures that new customer details are automatically recorded, enhancing efficiency and accuracy in your business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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