Integrate Google Sheets with Paddle to update a Paddle subscription when a row is updated in Google Sheets.
How to Integrate Applications
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2024/12/23
Integrate Google Sheets with Paddle to update a Paddle subscription when a row is updated in Google Sheets.
s.nakazawa
When managing subscription information with Google Sheets and Paddle, manual updates, human errors during updates, and data consistency between tools can often become challenges. By integrating Google Sheets with Paddle, subscription information can be automatically transferred to Paddle, potentially resolving these issues. This article introduces a method to integrate the two tools and automatically update Paddle subscriptions when a row is updated in Google Sheets. The method is explained in a no-code manner, allowing you to implement automation without specialized knowledge.
Recommended for
Those using Google Sheets and Paddle
Those using Google Sheets and Paddle but facing challenges with manual updates and human errors
Those who want to streamline subscription management by integrating Google Sheets and Paddle
Benefits and Examples of Integrating Google Sheets and Paddle
Benefit 1: Efficiency through Reduction of Manual Tasks
Updating subscription information in Google Sheets and then repeating the same operation in Paddle can be time-consuming and labor-intensive. This is especially true when there are many customers, as the frequency of subscription updates increases, placing a significant burden on the person in charge. By integrating the tools, when subscription information is updated in Google Sheets, it is automatically reflected in Paddle, reducing the need for manual updates in Paddle by the person in charge. For example, in a BtoC business, the number of customers can easily become enormous, and the person in charge may become overwhelmed with manual update tasks. However, by integrating Google Sheets and Paddle, if the update tasks in Paddle can be reduced, the burden on the person in charge can be alleviated, and work efficiency can be expected to improve.
Benefit 2: Reduction of Human Errors during Manual Updates
When manually reflecting information updated in Google Sheets to Paddle, there is a risk of human errors. This includes missing updates in Paddle or updating information for the wrong customer. By integrating the two tools and automatically updating subscription information, human errors when reflecting in Paddle can be prevented. For example, when issuing multiple coupon codes due to a campaign, even if the information is accurately updated in Google Sheets, there may be mistakes in updating Paddle. By integrating the tools, such errors can be prevented, allowing the person in charge to focus on the registration tasks in Google Sheets.
Benefit 3: Centralized Management through Data Integration
When managing the same information with multiple tools, there may be situations where data consistency cannot be maintained across tools. Managing subscription information is directly linked to customer trust, so it is important to maintain data consistency between tools. By integrating Google Sheets and Paddle, subscription information can be centrally managed, improving data consistency between tools. For example, when information is updated in Google Sheets and other tasks arise, there may be time lags or omissions in the update tasks in Paddle. However, if Paddle's information is automatically updated and centrally managed, data consistency between tools can be maintained, and the management burden can be reduced.
Now, let's introduce the method to "update Paddle subscriptions when a row is updated in Google Sheets" using the no-code tool Yoom.
[What is Yoom]
How to Update Paddle Subscriptions When a Row is Updated in Google Sheets
This method can be realized by receiving the update of a row in Google Sheets using the Google Sheets API and updating Paddle's subscription using the API provided by Paddle. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.
This will be created in the following major processes.
Register Google Sheets and Paddle as My Apps
Copy the template
Set the trigger for Google Sheets, which is the starting point of the flow, followed by the Paddle settings
Turn on the trigger button and check the integration operation between Google Sheets and Paddle
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
Step 1: Connect Google Sheets and Paddle to My Apps
First, register Google Sheets and Paddle with My Apps to connect them to Yoom.
1. In the Yoom admin panel, select "My Apps" on the left and click "+ New Connection".
2. In the following screen, search for Google Sheets and Paddle respectively and proceed to the next screen.
<For Google Sheets>
・Click "Sign in with Google" on the above screen and select the account to connect.
・Confirm the account and click "Next".
・Click "Continue" to complete the registration in My Apps.
<For Paddle>
・Enter the account name and access token according to the instructions and click "Add" to complete the registration in My Apps.
Step 2: Copy the Template
Copy the template for connecting Google Sheets and Paddle.
1. Open the link below.
2. Clicking "Try this template" will complete the copy.
Step 3: Setting up the Triggering Google Spreadsheet
Set up the trigger action that starts the flow. This flow is triggered when a row is updated in Google Sheets.
1. Select "My Projects" in the Yoom management screen and click "Update Paddle subscription when a row is updated in Google Sheets [Copy]". *The template title can be changed freely on the next screen.
2. Click "App Trigger When a row is updated".
3. Confirm the account linked with Google Sheets and click "Next". *Other items are set by default.
4. Set the trigger activation interval and settings related to Google Sheets. *Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan. *For each selected interval, the trigger action is checked in the app, and when the action is executed, the flow bot is activated. If you want to immediately reflect the updated information in Paddle, a short interval setting is recommended. *Spreadsheet ID and Sheet ID can be selected from "candidates" displayed by clicking the frame.
*In this case, a Google Spreadsheet like the one below has been created, and the above settings detect updates to the next billing date. Also, this flow assumes that the Subscription ID, Customer ID, and Address ID required to update the subscription in Paddle are registered in the Google Spreadsheet.
5. After completing the above settings, perform a test, and if successful, the information retrieved from Google Sheets will be displayed in the output. If there are no issues, save it.
Step 4: Paddle Settings
Finally, set up to update the Paddle subscription.
1. Click "Update a Subscription to integrate with the app".
2. Confirm the account linked with Paddle and click "Next". *Other items are set by default.
3. Set Subscription Id, Customer Id, Address Id, Proration Billing Mode, and the items you want to update, then perform a test. *Select Subscription Id and other items except Proration Billing Mode from the output "When a row is updated" displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that varies by subscription. *Leave unchanged items blank.
4. If the test is successful, the set Paddle subscription items will be updated. If there are no issues, save it.
5. When the trigger is turned ON, the Paddle subscription information will be automatically updated whenever a row is updated in Google Sheets.
If you have any questions about the flow introduced, please check the help page.
Other Automation Examples Using Google Sheets and Paddle
There are many other examples of automation using Google Sheets and Paddle on Yoom, so here are a few.
1. Create a New Transaction in Paddle When a Row is Added in Google Sheets
You can automatically create a new transaction in Paddle based on the information registered in Google Sheets. This integration can reduce the effort required to create new transactions in Paddle, thereby improving operational efficiency.
2. Create a new customer in Paddle when a row is added in Google Sheets
By registering customer information in Google Sheets, it can be automatically reflected in Paddle. This integration allows for centralized management of customer information, helping to maintain data consistency between tools and reducing the burden of managing customer information.
3. Create a product in Paddle when a row is added in Google Sheets
When product information is added to Google Sheets, it can be automatically reflected in Paddle. This integration helps prevent the task of transcribing product information to Paddle and human errors during transcription, thereby reducing the workload for the person in charge.
Summary
When managing subscriptions with Google Sheets and Paddle, manual updates, human errors, and data consistency become challenges. By integrating Google Sheets with Paddle, the subscription information in Paddle is automatically updated, allowing you to solve these three challenges simultaneously. This integration can reduce the burden on the person in charge and is expected to improve operational efficiency. The integration of Google Sheets and Paddle can be achieved without code by using Yoom. You can implement it by simply following the steps in this article, so be sure to realize the integration of Google Sheets and Paddle.
The person who wrote this article
s.nakazawa
I've been running a personal blog for over 5 years.
When writing, it is important to explain the information readers want to know in an easy-to-understand manner.
Based on the writing experience I learned in managing a blog, I will introduce how to use and appeal of Yoom, which can automate complex tasks without code, in an easy-to-understand manner.
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