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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.
■Overview
The "Update Google Spreadsheet when Shopify Order Status is Canceled" flow is a business workflow that automates data management upon order cancellation through the integration of Shopify and Google Spreadsheets. This reduces manual data entry and enables efficient order management.
■Recommended for
■Benefits of using this template
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.
■Overview
The "Update Google Spreadsheet when Shopify Order Status is Canceled" flow is a business workflow that automates data management upon order cancellation through the integration of Shopify and Google Spreadsheets. This reduces manual data entry and enables efficient order management.
■Recommended for
■Benefits of using this template
By adding Shopify order information to Google Sheets, management becomes easier.
This flow is recommended for those who want to centrally manage order information.
■Overview
This is a flow that adds a record to a Google Spreadsheet when there is a new order on Shopify.
You can avoid missing or overlooking information because the order details from Shopify are automatically added to Google Spreadsheet without having to check them manually.
■Notes
・Please integrate both Shopify and Google Spreadsheet with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
■Overview
The "Update Google Spreadsheet when Shopify Order Status is Canceled" flow is a business workflow that automates data management upon order cancellation through the integration of Shopify and Google Spreadsheets. This reduces manual data entry and enables efficient order management.
■Recommended for
■Benefits of using this template
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.
■Overview
The "Update Google Spreadsheet when Shopify Order Status is Canceled" flow is a business workflow that automates data management upon order cancellation through the integration of Shopify and Google Spreadsheets. This reduces manual data entry and enables efficient order management.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow "Update Shopify product information when a row is updated in Google Sheets" is a business workflow that reduces the hassle and errors of product management.
When running an online shop, you need to manage inventory and price information in multiple places. Especially when using both Google Sheets and Shopify, manual updates can be time-consuming and prone to errors. By utilizing this workflow, changes in Google Sheets are automatically reflected in Shopify, enabling efficient product management. This allows daily operations to proceed smoothly, allowing you to focus on more important tasks.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a flow to register customer information in Shopify when a row is updated in Google Sheets.
■Recommended for
1. Those who utilize Google Sheets for business
・Project teams that accumulate information in shared sheets
・Team leaders who want to edit sheets simultaneously and always share the latest information
2. Those who conduct business using Shopify
・Retailers operating shops on Shopify
・Managers in charge of overseeing inventory levels and other details
■Benefits of using this template
Google Sheets is a tool suitable for sharing information within a team because edits are immediately reflected.
However, manually reflecting those edits in Shopify can hinder business efficiency.
This flow is suitable for those who want to promote business efficiency within their team.
By updating Shopify's customer information using the data edited in Google Sheets, it eliminates manual work and enhances efficiency.
■Notes
・Please integrate both Google Sheets and Shopify with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operations and data connections set in the flow bot will result in errors, so please be cautious.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
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.
■Overview
This is a flow for registering product information from Notion to Shopify.
■Recommended for
1. Those who use Notion for work
・Those who centrally manage product information in Notion
・Those responsible for adding product information to Notion
2. Those who operate an e-commerce site using Shopify
・Those who manually add product information to Shopify
■Benefits of using this template
When operating an e-commerce site with Shopify, it is necessary to regularly add product information.
If you are centrally managing product information in Notion, you might find it cumbersome to manually add Notion information to Shopify.
This template allows you to automatically add product information to Shopify when it is registered in Notion, reducing manual work.
By automating the addition of product information to Shopify, the reflection of product information on the e-commerce site becomes faster, reducing sales loss.
Additionally, since product information in Notion and Shopify is synchronized, discrepancies are less likely to occur, making management tasks easier.
■Notes
・Please link both Notion and Shopify with Yoom.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
The flow "Notify Slack when customer information is created in Shopify" is a business workflow that streamlines customer management and communication in online shop operations. When a new customer registers on Shopify, a notification is automatically sent to Slack, allowing the entire team to share the latest customer information in real-time.
This is expected to speed up customer response and strengthen marketing activities.
■Recommended for
■Benefits of using this template
Since notifications are automatically sent to Slack when customer information is created in Shopify, the hassle of manual notifications is eliminated.
By quickly sharing new customer information through Slack, you can grasp the latest information and achieve prompt follow-ups and responses.
Automation prevents human errors in manual notification tasks, enabling accurate information sharing.
■Overview
This is a flow that creates a folder in Google Drive when product information is created in Shopify.
■Recommended for
1. Those who work based on Shopify product information
・Those who want to automatically save necessary files for each new product in a specific folder to improve work efficiency
・Those who want to save product images and description materials linked to product information in Google Drive
2. Product management personnel
・Those who want to streamline document creation and marketing material preparation based on product information
・Those who want to easily access related files by searching for product information on Google Drive
■Benefits of using this template
Shopify is an essential platform for running an e-commerce site, but as the number of products increases, managing related files can become complicated.
By implementing this flow, folders are automatically created in Google Drive for each product, allowing centralized management of related files. This enables you to quickly find the necessary information and smoothly proceed with product page updates and marketing initiatives. Additionally, it eliminates the manual effort of folder creation, preventing human errors.
■Notes
・Please integrate Yoom with both Google Drive and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The workflow "Retrieve order information from Shopify and automatically add sales data to Microsoft Excel" is a business workflow designed to streamline sales management for online businesses.
■Recommended for
■Benefits of using this template
Manually entering order data from Shopify into Excel can be time-consuming and labor-intensive, especially as the number of orders increases.
Moreover, manual work can easily lead to data entry errors and processing delays.
By utilizing this workflow, you can automatically retrieve order information from Shopify via Yoom and automatically add sales data to Microsoft Excel.
This facilitates smoother data management and is expected to improve operational efficiency and accuracy.
By leveraging an automated workflow for tasks that were previously done manually, you can secure time to focus on other important tasks.
■Overview
This is a flow that sends coupon information via Outlook when an order for a specific product is placed on Shopify.
With Yoom, you can easily achieve this flow without any programming, as it enables integration between apps.
■Recommended for
1. Those using Shopify for e-commerce site operations
・Those handling products aimed at promoting repeat purchases
・Those looking to strengthen follow-up after purchase
2. Those using Outlook for business
・Marketing personnel who want to utilize purchase data to achieve targeted promotions via email
・Those who want to promote sales at low cost through automatic email sending
■Benefits of using this template
By implementing this flow, coupon information will be automatically sent via Outlook every time a new order for a specific product is placed on Shopify.
There is no need to manually categorize order information or transcribe recipient details, allowing for timely follow-up with target customers.
Additionally, automation helps prevent email sending errors or omissions.
■Notes
・Please integrate Yoom with both Shopify and Outlook.
・The branching function (operation) is available on the Mini Plan or higher, and integration with Shopify is available on the Team Plan or higher. If you are on a plan that does not include these features, the operations and data connections you have set will result in errors, so please be aware.
・Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
◼️Overview
Automatically transcribe and summarize conversations held on Zoom and record them in a Google Spreadsheet.
This helps avoid missing parts of the conversation and allows you to manage it in Google Spreadsheet, thereby increasing work efficiency.
◼️Notes
・Please integrate Yoom with both Zoom and Google Spreadsheet.
・AI operations are available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operation of the configured Flowbot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
The workflow "Retrieve information from Google Sheets at a specified date and time and create an event in Google Calendar" reduces the effort of manual work.
This allows you to allocate the time previously spent on administrative tasks to other duties, thereby improving productivity.
■Recommended for
■Benefits of using this template
The benefit of using this flow is that it automatically links information between Google Sheets and Google Calendar, making schedule management and adjustments smoother.
Since there is no need to manually check Google Sheets information and reflect it in the calendar, work efficiency is improved.
Additionally, automatically reflecting Google Sheets information in the calendar prevents omissions and overlaps in scheduling.
It also makes sharing with other members within the company easier, thereby strengthening the overall team collaboration.
■Overview
The workflow "Add a new company created in HubSpot to Google Sheets" reduces the burden of data entry tasks.
Since company information on HubSpot is automatically transferred, it prevents omissions and input errors.
■Recommended for
■Benefits of using this template
When registering new company information in HubSpot, it can also be automatically reflected in Google Sheets.
By using this flow, you can centrally manage the latest state of company information.
This allows each member to quickly access the necessary information, reducing unnecessary data entry time and effort.
Additionally, it can prevent communication errors and omissions, improving the accuracy of operations.
As a result, overall work efficiency will improve, and the productivity of the entire team will increase.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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!
