How to integrate Google Sheets with Paddle to create a new transaction in Paddle when a row is added in Google Sheets

Google Sheets is a convenient tool with rich features available for free. It allows intuitive use of functions and graph creation, making data analysis and report creation efficient. However, you might find it cumbersome to manually check Google Sheets data and input it into Paddle for each transaction. This article explains the benefits and setup methods for integrating Google Sheets with Paddle. This article is recommended for: - Those managing customer information in Google Sheets and processing transactions in Paddle - Those spending a lot of time on data entry and considering automation - Those facing challenges with transaction processing delays due to a high number of transactions Benefits and Examples of Integrating Google Sheets and Paddle Benefit 1: Reduce the Risk of Input Errors Manually transferring customer and transaction information between Google Sheets and Paddle can be labor-intensive. Especially when transcribing frequently changing data such as seminar or event participant information and inquiries via websites, human error is likely. By integrating the apps, new transactions can be automatically created in Paddle, reducing duplicate entries. This may help prevent issues like incorrect invoice issuance or communication errors with customers, contributing to improved data accuracy and overall business quality. Benefit 2: Reduce the Workload of Staff Data entry and transcription tasks can be a significant burden for staff. By automating these tasks through the integration of Google Sheets and Paddle, the workload on staff can be reduced. For example, salespeople can focus on follow-ups and strengthening customer relationships, contributing to revenue, instead of spending time on data entry. Similarly, marketing staff can concentrate on planning new campaigns and analyzing results, facilitating a strategic approach. As a result, staff can be freed from repetitive routine tasks, allowing them to devote time and skills to more creative and strategic work, potentially improving team productivity. Benefit 3: Speed Up Transaction Processing Manually registering transaction information in Paddle can be time-consuming, leading to potential delays in transaction processing. For instance, after a salesperson enters contract information with a customer into Google Sheets, there may be a time lag before the accounting staff manually registers the transaction information in Paddle. This time lag can lead to delays in starting service provision to customers or in billing processes. By integrating Google Sheets and Paddle, new transactions are automatically created in Paddle, speeding up transaction processing. This allows for quicker billing and service provision to customers, potentially enhancing customer satisfaction and reducing the risk of missing important business opportunities. In this article, we will proceed with integration using Yoom. If you haven't used it yet, please check out "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to create a new transaction in Paddle when a row is added in Google Sheets. [What is Yoom] How to Create a Google Sheets and Paddle Integration Flow It is possible to achieve this by receiving the addition of a row in Google Sheets using the Google Sheets API and adding a new transaction in Paddle using Paddle's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes. - Register Google Sheets and Paddle as My Apps - Set up a trigger to activate when a row is added in Google Sheets - Configure settings to create a new transaction in Paddle - Test and verify Step 1: Integration with Google Sheets and Paddle as My Apps First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name from the input field. This time, search and register Google Sheets and Paddle respectively. Google Sheets My App Registration Let's start by registering Google Sheets. Enter Google Sheets in the input field, and when the Google Sheets icon appears, click on the icon. 1. The following screen will appear. Click on "Sign in with Google." 2. Select the account to be linked. 3. Review the content and click "Next." 4. Review the content and click "Continue." This completes the Google Sheets My App registration. Paddle My App Registration Similarly, search for Paddle and click on the icon. 1. The following screen will appear. Enter the account name and access token. This concludes the My App registration for Google Sheets and Paddle. Once the My App registration is successful, the following screen will appear. Please check if the icons for Google Sheets and Paddle are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing the Storage Location Click on "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up a trigger to activate when a row is added in Google Sheets

This time, since we are using Google Sheets as the app trigger, please refer to the following link.
Notes on using Google Sheets as an app trigger

1. First, click on "When a row is added" at the top.

2. You can set the title freely.
Enter the account information to link with Google Sheets.
Select "When a row is added" as the trigger.
Once the input is complete, click "Next".

3. Set each item.
The trigger activation time can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please check as the shortest activation interval varies depending on the plan.
Spreadsheet ID, Sheet ID will display suggestions when you click the input field, so select from them.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting up to create a new transaction in Paddle

1. Return to the flow. Next, click on the "Create New Transaction" icon.

2. Enter the account information to link with Paddle.
Select "Create New Transaction" as the action.
Once the input is complete, click "Next".

3. Set each item.
When you click the input field, the output obtained earlier will be displayed, so please use it.
By setting it as follows, you can add a customer ID by referencing the information from Google Sheets.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

4. Finally, click on the "Update Record" icon.

5. Enter the account information to link with Paddle.
Select "Update Record" as the action.

6. Set up the database linkage.
When you click the input field for the Spreadsheet ID and the tab name of the Spreadsheet, suggestions will be displayed, so select from them.
Once the setup is complete, click "Next".

7. Set the values for the record you want to update.
When you click the input field, the output will be displayed, so use it as needed.
In the following case, the output obtained from Google Sheets is being inserted.

8. Set the values for the record after the update.
In the following case, the Transaction ID obtained from Paddle is inserted into Google Sheets.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

9. With this, the flow of [When a row is added in Google Sheets, create a new transaction in Paddle] is complete.

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Yoom is recommended for IT beginners as it can be set up without coding.
Try this convenient flow from the link below.

Other Automation Examples Using Google Sheets and Paddle

There are many other examples of automation using Google Sheets and Paddle in Yoom, so here are a few.

1. This is a flow where the subscription in Paddle is updated when a row is updated in Google Sheets.
By utilizing this template, the subscription in Paddle is automatically updated when information is updated in Google Sheets.
This eliminates the need for manual configuration changes each time, improving operational efficiency.

2. This is a flow for creating a new customer in Paddle when a row is added in Google Sheets.
‍ By utilizing this template, customer data is automatically created in Paddle whenever a row is added to Google Sheets.
This automation is expected to help prevent human errors caused by manual input.

3. This is a flow where a product is created in Paddle when a row is added in Google Sheets.
By utilizing this template, product information is automatically registered in Paddle simply by adding a row in Google Sheets.
This will reduce the effort of data entry and enable efficient management of product information.

Summary

By integrating Google Sheets with Paddle, you can now automatically create new registrations on Paddle whenever a new row is added to Google Sheets.
This allows for quick data reflection, helping to efficiently manage transaction information that occurs daily.
Yoom is a no-code tool that can be used without any specialized knowledge.
Even without programming knowledge, you can smoothly implement automation suited to your business by simply selecting and setting up a template.
Why not aim to improve your business efficiency by utilizing Yoom?