When there is an order on Shopify, add a record to Google Sheets
By adding Shopify order information to Google Sheets, management becomes easier.
This flow is recommended for those who want to centrally manage order information.
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If you are using both Shopify and Google Sheets, you end up entering the same data into both tools. In this case, it can be said that there is the hassle of double entry and double management of data. Have you ever been so busy that you entered data into only one tool and postponed the other, resulting in data inconsistency and spending extra time on corrections?
In such cases, we recommend integrating Shopify and Google Sheets! By integrating, data synchronization is automated, which can improve the efficiency of managing product and customer information.
In this article, we will clearly explain what you can do by integrating Shopify and Google Sheets, as well as how to create a specific integration flow. Please refer to this article and try integrating Shopify and Google Sheets!
By using Yoom, you can easily integrate Shopify and Google Sheets without any coding.
Yoom provides templates for integrating Shopify and Google Sheets in advance, so you can achieve integration immediately by simply registering, even without API knowledge.
By integrating the APIs of Shopify and Google Sheets, you can automatically transfer Shopify data to Google Sheets!
For example, you can automatically execute data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Shopify and Google Sheets.
Registration takes just 30 seconds, so feel free to give it a try!
When a Shopify order status is canceled, you can update Google Sheets to prevent any missed updates.
This flow is recommended for those who want to record cancellation data in Google Sheets.
By adding Shopify order information to Google Sheets, management becomes easier.
This flow is recommended for those who want to centrally manage order information.
Let's get started with creating a workflow that integrates Shopify and Google Sheets!
This time, we will use Yoom to proceed with the integration of Shopify and Google Sheets without any coding. If you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will create a flowbot that updates Google Sheets when a Shopify order status is canceled!
The creation process is broadly divided into the following steps.
First, register your apps to connect Shopify and Google Sheets to Yoom.
By registering your apps in advance, it becomes easier to proceed with automation settings.
Let's proceed with the settings!
Click on "My Apps" → "Add" on the left side of the Yoom screen.
How to Integrate Shopify
A list of apps will be displayed, so search for Shopify or use the search function.
When the following screen appears, make the settings.
The method for registering Shopify apps is here.
Check the "Client ID" and "Client Secret" from the Shopify screen.
How to Integrate Google Sheets
Before registering your Google Sheets app, set the item names for the items you want to update in advance.
This time, we will match Shopify and Google Sheets using the "Deal ID", so set only the "Deal ID" in advance.
Similarly, search for Google Sheets from the list or use the search function.
When the following screen appears, sign in to Google Sheets.
When the following screen appears, check if there are any mistakes in the account, and click "Continue".
If Shopify and Google Sheets are displayed in your My Apps section, the registration is complete.
Now let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
The template is automatically copied, and the following screen is displayed.
The template is automatically stored in a project called "My Project," so if you want to check it, please do so from there.
Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title."
You can also change the title to make it easier to use.
First, to set up the flow bot to activate when the Shopify order status is canceled, click "When order information is updated (Webhook)."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
* Shopify is an app for those using the Team Plan or Success Plan.
If you use it with the Free Plan or Mini Plan, the flow bot's operations and data connections will result in errors, so please be careful.
The paid plans (Team Plan and Success Plan) come with a 2-week free trial.
During the trial period, you can try Shopify, which is usually restricted, without any issues.
Please take this opportunity to experience various features.
When the following screen is displayed, click inside the red frame to copy the Webhook URL.
Move to the Shopify screen and set it up according to the above precautions.
* Please set the event to "Order Cancellation."
Create order information for testing as it is and cancel the order.
Please write down the deal ID that you had previously entered in Google Sheets in the memo field.
This time, we set it up as follows, but the settings are optional.
Once the setup is complete, return to the Yoom screen and click "Test."
When the test is successful, "Test Successful" will be displayed as shown below.
Below that, "Retrieved value" will be displayed.
Retrieved value will be utilized in the subsequent settings, so please check for any errors.
Once confirmed, click "Save."
Next, to set up data extraction from Shopify, click "Extract data from text."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
Please check the following precautions.
This time, we set up the memo like this and extracted IDs, etc., for matching with the Google Sheets that had been previously entered.
Select "Memo" from the retrieved value.
The retrieved value is displayed by clicking the arrow inside the red frame.
Scroll and set the "Items to Extract."
This time, we extracted the deal ID, so we set it up as follows.
Once the setup is complete, click "Test."
When the test is successful, "Test Successful" will be displayed, so click "Save."
Next, to set up record updates, click "Operate Database".
The following screen will be displayed, so please check the settings.
Scroll and select the "Spreadsheet ID" from the candidates.
The candidates will be displayed by clicking inside the frame.
Next, select the "Spreadsheet Tab Name" from the candidates.
Once set, click "Next."
When the following screen is displayed, set the "Conditions for the Record to Update."
This time, to match Shopify and Google Sheets using the "Deal ID" that was previously entered, we set it up as follows.
You can use "Order ID" instead of "deal ID" here.
Scroll and set the "Values for the updated record".
The item names entered in Google Sheets will be displayed here.
Set the items you want to update.
In this case, I entered "canceled" in the status field.
You can also use the retrieved values to enter.
When all the items are set, it will be displayed as follows.
Once the setup is complete, click "Test."
When "Test Successful" is displayed, click "Save."
When you move to the Google Sheets screen, the values should be updated!
All the settings for the items are now complete!
The following screen will be displayed, so click "Turn on Trigger" to complete the automation settings.
Check if the flow bot you set up is working correctly!
This was the flow to update Google Sheets when the Shopify order status is canceled.
Earlier, we introduced how to link data from Shopify to Google Sheets, but if you want to link data from Google Sheets to Shopify, please use the following template.
Unlike the template introduced earlier, you can automatically update Shopify product information based on updates in Google Sheets.
This flow is recommended for those who want to reduce the hassle of updates.
It is possible to update customer information in Shopify when it is updated in Google Sheets.
This flow is recommended for those who want to update customer information accurately.
It is possible to automate various tasks using the Shopify and Google Sheets API.
If any of these interest you, please feel free to give them a try!
When customer or product information in Shopify is created or updated, notifications or additions to a database can be made.
You can also automatically add product information added to the database to Shopify.
When data is added to Google Sheets, you can receive notifications or add events.
After an online meeting ends, it can automatically summarize and add the information to Google Sheets.
We introduced how to integrate data between Shopify and Google Sheets! I hope you understand that eliminating manual data entry can reduce your workload.
As a result, registrations such as product and customer entries can be completed quickly, making your tasks easier than ever. You might also find more time to focus on other tasks!
Moreover, automation using Yoom offers the advantage of being easy to set up without any programming skills.
If you are considering implementing it or want to try it out, please create a free account here.
Registration takes just 30 seconds, so you can quickly sign up during your work!
Let's achieve a workflow that suits your company for daily work efficiency!
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