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2024/11/15

How to Automatically Update WooCommerce When Order Information is Updated in Google Sheets

m.wadazumi

Would you like to automate the management of order information by integrating Google Sheets with WooCommerce?
This time, we will introduce a method to automatically reflect updates made in Google Sheets to WooCommerce.
This will save you the trouble of double entry and prevent update errors.
It will be especially useful for e-commerce site operators in managing order information.

Recommended for these people

  • E-commerce staff who want to prevent the hassle of double entry and update errors
  • Those who want to smoothly handle customer inquiries
  • Those who want to centralize order data updates and simplify operations
  • Those who use Google Sheets and WooCommerce and want to integrate the apps to improve work efficiency

Benefits and Examples of Integrating Google Sheets and WooCommerce

Benefit 1: Centralize Order Information Updates

By integrating Google Sheets with WooCommerce, you can centralize order information updates.
For example, when you update a customer's address or email in Google Sheets, it will automatically reflect in WooCommerce.
This way, even if a customer changes their email address or moves, you only need to enter the update in Google Sheets, saving you the trouble of double entry.
Additionally, since the update time is shortened, you can simplify the management of important data.

Benefit 2: Reduce the Burden by Eliminating Manual Updates

Manual data updates are prone to human error and take a lot of time to correct.
However, by automating order data updates, the data updated in Google Sheets will also reflect in WooCommerce, allowing you to update accurate data.
This way, you can reduce the hassle of checking and correcting updates, thus lessening the burden on the person in charge.
By introducing such automation, the person in charge may be able to focus more on operating the e-commerce site and handling customer interactions.

Benefit 3: Eliminate Errors and Respond Smoothly

By automatically updating order information, you can respond smoothly to customer inquiries.
For example, even if a customer changes their email address, it will be reflected from Google Sheets to WooCommerce, preventing the situation of contacting the wrong email address.
By incorporating this automation, you may be able to eliminate errors during manual updates and achieve smooth responses.
This will be particularly effective for customer teams that handle a large number of inquiries on a daily basis.

We will introduce the automation method using Yoom by integrating Google Sheets and WooCommerce.

[What is Yoom]

How to Create a Google Sheets and WooCommerce Integration Flow

This time, we will introduce the setting method for the following template: "When a row is updated in Google Sheets, update the order information in WooCommerce".
By using this template, you don't need to set up automation from scratch, which is convenient.

The integration flow is broadly created through the following processes: - Register Google Sheets and WooCommerce as My Apps - Copy the template - Set the trigger for Google Sheets, which serves as the starting point of the flow, and configure the subsequent WooCommerce operations - Turn on the trigger button and verify the integration operation between Google Sheets and WooCommerce If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in. Step 1: Register Google Sheets and WooCommerce as My Apps Please register Google Sheets and WooCommerce as My Apps to connect them to Yoom. Completing the My App registration in advance makes automation settings easier. Let's register Google Sheets as My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. When the list of apps is displayed, search for Google Sheets or use the search bar. When the following screen is displayed, click the red frame to log in to Google Sheets. Next, register WooCommerce as My App. Search for WooCommerce or find it from the list of apps in the same way as before. When the following screen is displayed, check the WooCommerce admin panel to set the "Account Name" and "Access Token." Once both My App registrations are complete, Google Sheets and WooCommerce will be displayed in My Apps. Step 2: Copy the Template To set up automation, click "Try it" on the banner below.

Let's check the screen display below and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, click the relevant section and make the changes.
Since it is done from the Google Sheets settings, click "When a row is updated".

Step 3: Setting the Google Sheets trigger that initiates the flow and the subsequent WooCommerce operation settings

The following screen will be displayed, so please check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with Google Sheets" → Check for any mistakes in the account
  • "Trigger Action" → When a row is updated

Go to Google Sheets and enter order information for testing.
Although the following is set as an example, please set the item content as desired.

Return to the Yoom screen and check the following setup method.

Scroll down and make the following settings.

  • "Trigger interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
    * Note that the trigger interval varies depending on the plan.
  • "Spreadsheet ID", "Sheet ID" → Select from candidates or check the description and enter
  • "Table range (start)" → In this case, A
  • "Table range (end)" → In this case, V
    * Specify the alphabet of the column where the items end.
  • "Column with unique values" → Specify the column where values do not duplicate within the column
    * Be sure to set a column with unique values.
    If values are duplicated, it may not work correctly, so be careful.
    This time, the company name column H is specified.
  • "Column to detect updates" → Specify the column name to detect updates
    * This time, since the setting is to detect when the email address is updated, specify column O.
    Which column to specify is set arbitrarily.

After setting, click "Test" → "Test Success" → "Save".

Next, since we will set up WooCommerce, click "Update Order".
When the following screen is displayed, check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with WooCommerce" → Check for any mistakes in the account
  • "Action" → Update Order

When the following screen is displayed, set the "TOP page URL".

Scroll down and set the "Order ID".
Use the output from Google Sheets to set it.
The content set in Google Sheets will be displayed as output.
Click the arrow in the red frame to select the output.

This time, since we are setting to update the email address, select the email address from the output of Google Sheets.
If there are items you want to update, set them as follows.
After setting, click "Test" → "Test Success" → "Save".

Step 4: Turn on the trigger button and confirm the linkage operation between Google Sheets and WooCommerce

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.

Here is the template used this time.

Other Examples of Automation Using Google Sheets and WooCommerce

1. This is a flow where order information is automatically added to WooCommerce when a row is added in Google Sheets.
In addition to updating order information, you can also add it.
This reduces the hassle as there is no need to manually register order information.

2. This is a flow where product information in WooCommerce is automatically updated when a row is updated in Google Sheets.
Since product information can be automatically updated, you can obtain the latest information regardless of which data you check.
This eliminates manual work and prevents update errors or omissions.

3. This is a flow where customer information is automatically added to WooCommerce when a row is added in Google Sheets.
It allows centralized management of customer information, reducing the need to switch between tools.
Registration errors are minimized, enabling accurate data entry.

Summary

Managing order information is essential for running an e-commerce site.
This time, we shared a method to automate the updating of order information by integrating Google Sheets with WooCommerce.
This will free you from manual updates and reduce the risk of human error.
Additionally, centralizing the update of order information may lead to time savings and make data management easier.

Why not try using Yoom to improve your daily operations?

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automation
Google Sheets
WooCommerce
Automatic
App integration
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