How to integrate Google Sheets with WooCommerce to add customer information to WooCommerce after adding a row in Google Sheets
How to Integrate Applications
・
2024/11/25
How to integrate Google Sheets with WooCommerce to add customer information to WooCommerce after adding a row in Google Sheets
k.ueno
Business tools are indeed very convenient, but minor human errors are inevitable. By utilizing Yoom to integrate Google Sheets with WooCommerce, you can automate registration tasks, minimizing input errors and typos. This article introduces how to create an automation flow that eliminates tedious manual work and enables accurate data management.
Recommended for:
- Those managing customer information with Google Sheets and operating the sales process with WooCommerce.
- Those who find customer information registration tasks cumbersome and want to improve business efficiency through automation.
- Those who want to reduce human errors in data entry on WooCommerce.
- Those looking to streamline customer information management during busy periods or sales periods.
Benefits and Examples of Integrating Google Sheets with WooCommerce:
Benefit 1: Improved Work Efficiency
By eliminating the manual process of adding customer information from Google Sheets to WooCommerce, you can expect improved work efficiency. With the introduction of this flow, when new customer information is entered into Google Sheets, the data is reflected in WooCommerce, partially reducing registration time. For example, manually entering customer information for hundreds of people gathered at a large-scale event could take several hours, but automation enables faster information processing.
Benefit 2: Reduction of Human Errors
By preventing typos and registration errors from manual input, accurate customer data management becomes possible. Errors in important data such as names, email addresses, and addresses can affect subsequent sales processes and customer interactions. For instance, by introducing an automation flow, accurate registration of information in WooCommerce can help avoid shipping errors and email distribution issues, leading to smoother customer interactions.
Benefit 3: Centralized Database Management
Automatically synchronizing information recorded in Google Sheets with WooCommerce makes it less likely for management data to become dispersed. By leveraging this integration, you can grasp most of the information just by checking the Google Sheets side, which is expected to reduce management burden. For example, when the support team checks customer data, they can understand basic information only by checking Google Sheets, potentially reducing the time spent on cross-application tasks.
[About Yoom]
Now, let's create a flow bot using the template "Add customer information to WooCommerce when a row is added in Google Sheets."
How to Create a Workflow for Integrating Google Sheets and WooCommerce
The process to complete the workflow will proceed as follows:
・Integrate Google Sheets and WooCommerce with My Apps ・Copy the template ・Set up triggers in Google Sheets and configure WooCommerce ・Turn on the trigger
Let's start by making a new connection for the apps you want to integrate.
・Integrate Google Sheets and WooCommerce with My Apps
(1) First, connect Google Sheets to My Apps. After logging into your Yoom account, click "My Apps" on the left and search for Google Sheets from "New Connection".
Search for and click on the Google Sheets app icon.
(2) Click "Sign in with Google" to proceed to the account selection screen, and choose the account you want to integrate from the right management account. After selection, proceed to the sign-in screen and complete the authentication. The first connection to Google Sheets is now complete.
(3) Next, integrate the WooCommerce app. Select WooCommerce in the same way as registering Google Sheets with My Apps.
(4) Enter the "Account Name" and "Access Token" for the WooCommerce you want to integrate. After entering the information, click [Add].
If the setup is successful, you will be taken to the My Apps screen of your Yoom account with the two apps added. Now, the two apps are connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.
Click the "OK" button to copy the template. You will be redirected to the "My Projects" screen of your Yoom account, so please check the template content.
There are three setup flows.
・Google Spreadsheet Trigger Setup
(1) First, set up the Google Spreadsheet app trigger.
From the "My Projects" on the left side of your Yoom account screen, click "【Copy】Add customer information to WooCommerce when a row is added in Google Spreadsheet".
After clicking, the template content will be displayed as shown in the screen below.
(2) First, click on the trigger "When a row is added".
(3) Enter the account information to be linked and click [Next]. On the next screen, enter information such as "Trigger Interval" and "Spreadsheet ID".
Select any of the following for "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※Note that the trigger interval varies depending on the plan.
(4) For the "Spreadsheet ID" and "Sheet ID" fields, you can expand the information obtained from your account as "candidates" by clicking the input bar. Let's also make use of this information.
(5) After entering the information, click [Test], and if there are no issues, click [Save]. In this step, you can obtain the following information as output. As noted, "This value can be used in other operations," you can reference and utilize this information in subsequent steps.
・WooCommerce Setup
(1) Next, click on the second action "Create Customer".
(2) Enter the WooCommerce account information to be linked and click [Next].
(3) On the next screen, enter information such as "TOP Page URL" and "Email". By clicking the input bar, you can select the output. As an example, below is a reference to the output [Email Address] obtained from the previous step.
(4) After entering the information, click [Test], and if there are no issues, click [Save].
(5) Finally, click on the third action "Update Record".
(6) Make sure the Google Spreadsheet account information is entered. Scroll down to the "Database Integration" section and enter the relevant information. You can expand the information obtained from the linked account as "candidates", so let's make use of this as well.
(7) After entering the information, click [Next].
(8) On the next screen, set up to retrieve records that match the conditions from the specified table in Google Spreadsheet and update the value of the top record in the response result. As an example, for "① Condition of the record you want to update", specify 'Unique Key' for the record you want to update, set the condition to 'Equal', and set the information that matches the condition to 'Unique Key' (using output).
(9) Next, set "② Value of the record after update". The value set in "① Condition of the record you want to update" will be updated to the value set here. Click the input bar and enter the information. As shown in the screen below, you can also use the output.
(10) After entering the information, click [Test], and if there are no issues, click [Save]. This completes the setup.
・Turn on the Trigger
By clicking the red frame "Turn on the Trigger" in the screen below, the flowbot will start automatically.
Here is the template used this time
Other Automation Examples Using Google Sheets and WooCommerce
There are other examples of automation using Google Sheets and WooCommerce on Yoom, so here are a few introductions.
Update WooCommerce Customer Information When a Row is Updated in Google Sheets
When customer information is updated in Google Sheets, WooCommerce information is automatically updated, allowing you to resolve important tasks without interrupting update operations, thus facilitating smooth business progress.
Read Business Card Data with AI-OCR and Store in Google Spreadsheet
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipient.
Convert the CSV received by email to Google Sheets and add it to another Google Sheet
You can consistently automate the process of converting received CSV files to Google Sheets and accumulating information in an existing Google Sheet, thereby reducing the time spent on manual tasks. Since the entire process is automated from start to finish, it is expected to prevent human errors and omissions.
Summary
By integrating this Google Spreadsheet with WooCommerce, you can automate registration tasks between applications and manage customer information accurately. Eliminating manual work can also improve work efficiency. Additionally, it can reduce the workload on staff and create an environment where they can focus on more important tasks.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
