How to Integrate Applications

2024/07/09

How to integrate Shopify with Google Sheets to automatically add orders to Google Sheets when an order is placed on Shopify

m.wadazumi

I'm tired of manually entering Shopify order information into Google Sheets and want to stop!!
With Yoom, you can easily solve this problem.
App integration and automation can be set up in just a few minutes... making your work much easier.

In this article, we will introduce "How to add a record to Google Sheets when there is an order on Shopify".

Benefits of Integrating Shopify with Google Sheets

There are three main benefits of integrating Shopify with Google Sheets.

1. Centralized Data Management

By integrating Shopify with Google Sheets, you don't need to switch between apps.
For example, it is possible to sync Shopify sales data with Google Sheets.
With centralized management of data from each app, unnecessary movements are eliminated.
This prevents data duplication, allowing for decision-making based on accurate data.

2. Automatic Information Updates

Integrating Shopify with Google Sheets allows for automatic information updates.
For example, when there is a new order on Shopify, it can be reflected in Google Sheets.
This eliminates the need for manual entry, saving time and allowing for more efficient operations.

3. Automatic Report Generation

By integrating Shopify with Google Sheets, reports can be generated automatically.
For example, it is possible to create reports using Google Sheets data as Shopify sales or inventory data.
This makes it easier to understand the current situation, allowing for appropriate responses.
Having reports makes it very convenient to check sales and inventory at a glance.

Examples of Workflow Automation by Integrating Shopify with Google Sheets

Here are some examples of workflow automation that can be achieved by integrating Shopify with Google Sheets.

1. Record Sales Data

You can sync Shopify sales data with Google Sheets.
It is possible to reflect Shopify transactions in real-time in Google Sheets.
With real-time data updates, you won't miss any sales data.
Additionally, it prevents small errors that often occur with manual entry.

2. Easier Inventory Management

When inventory is updated in Shopify, Google Sheets inventory data can be automatically updated.
This eliminates the need to check which products are out of stock on Shopify, making it very convenient.
Not only out-of-stock items but also excess inventory can be visualized, making it a useful feature.
It is also helpful for future sales data, ensuring no waste at all.

3. Centralized Customer Information Management

You can automatically manage Shopify customer information in Google Sheets.
When new customer information is registered in Shopify, it can be automatically updated in Google Sheets.
You don't have to switch between apps to check customer information.

How to Create a Workflow for Integrating Shopify with Google Sheets

Let's integrate Shopify with Google Sheets using Yoom.

Yoom's app integration can be done without coding, making it very easy.
If you have a Yoom account, please log in to Yoom.
If you don't have an account, you can create a new one here.
*Please note that Shopify is only available with the Team Plan and Success Plan.

The workflow introduced here is "How to add a record to Google Sheets when there is an order on Shopify".

How to Connect Your Shopify and Google Sheets Accounts with Yoom

Register your app to integrate Shopify and Google Sheets using Yoom.

For Shopify app registration, refer to this guide to register.

Next, proceed with the Google Sheets app registration.
First, log in to Yoom, and click "New Connection" from "My Apps" on the left side.
Search for Google Sheets using "Search by App Name" or find it from the app list below.

Once you reach the following screen, click the red frame to sign in.

If two apps are displayed in the My Apps section, the app integration is complete.

Shopifyに注文があったら、Googleスプレッドシートにレコードを追加する方法

今回は「Shopifyに注文があったら、Googleスプレッドシートにレコードを追加する」といったフローボットを作成していきます。
ステップは以下の2つしかありませんので、難しいことはありません。

  1. Shopifyに注文があったら起動するトリガーの設定
  2. Googleスプレッドシートにレコードを追加するアクションの設定

画面左側にある「プロジェクト一覧」からプロジェクトを選択してください。
新規にプロジェクトを作成する際は、「プロジェクト一覧」の横にある「+」から作成できます。

プロジェクトを選択できたら、右上にある「新規作成」から「はじめから作成」でフローを作成してください。

「タイトル」と「説明」は任意で設定します。
起動するフローボットの条件を「特定のアプリイベントを受信したとき」に設定しましょう。
「アプリ選択」画面が表示されたら、Shopifyを選択してください。

「アプリトリガー」のタイトルを入力し、「トリガーアクション」の欄を「注文が発生したら」にします。

以下の画面が表示されたら、「トリガーの起動時間」を「5分」と設定してください。
「サブドメイン」はストアURLが「https://yoom.myshopify.com/」だった場合、「yoom」の部分がサブドメインです。
これらの設定が完了したら、「テスト」→「テスト成功」→「保存」をしてください。

次にGoogleスプレッドシートにレコードを追加するアクションを設定します。
Shopifyのアプリトリガーの下部にある「+」を選択し、「データベースを操作する」を選択してください。
Googleスプレッドシートをクリックします。

「タイトル」はお好みで設定し、「実行アクション」を「レコードを追加する」にしてください。

スクロールする前にGoogleスプレッドシート側の設定をします。
Shopifyから引用したいデータを以下のように入力してください。
こちらは例で入力していますので、お好みで設定しましょう。

Yoom画面に戻ってスクロールし、下記の設定を行います。

「スプレッドシートID」はスプレッドシートのURL内の「/spreadsheets/d/●●●●●/edit」部分がスプレッドシートIDです。
「スプレッドシートのタブ名」、「テーブル範囲」を設定してください。
データベース設定でエラーが生じる場合はこちらを確認しましょう。


以下の画面に移行したら、先ほどGoogleスプレッドシート側で設定した「注文名」、「注文番号」、「合計金額」など任意で設定した項目が表示されます。
その項目にShopifyのアウトプットから該当する項目を選択してください。
「注文名」という項目ならアウトプット欄より「注文名」を選択します。

全ての項目の設定が完了したら、「テスト」→「テスト成功」→「保存」をしてください。

アプリトリガーを「ON」にすれば、自動化完了です。

Advanced Integration Flow of Shopify and Google Sheets

This time, we introduced the flow of "Order on Shopify" → "Add a record to Google Sheets".
There are many other examples of automation using Shopify and Google Sheets on Yoom, so let me introduce a few.


This is a flow to "Register products from the Yoom database to both Smaregi and Shopify".
This template allows you to automatically update Smaregi and Shopify when the stock number is updated in the Yoom database.
Therefore, it is possible to prevent omissions or leaks that tend to occur in information management.

The following is a flow for "Registering customer information in Shopify when a row is added in Google Sheets."
If you manage customer information in both Google Sheets and Shopify, human errors might occur due to manual input.
By using this flow, the worry of mistakes is reduced.

You can also integrate with other apps to "manage inventory with Google Sheets and automatically notify Slack when stock is low."
By using this template, you can manage inventory in Google Sheets and set up notifications to Slack every Monday if the stock falls below the preset level.
This helps prevent order omissions and missed inventory checks.

You can also "create a folder in Google Drive when order information is created in Shopify."
Folders can be automatically created for each piece of information, allowing for smooth information management.

In addition to order information, there is also a flow triggered by the creation of product information, such as "When product information is created in Shopify, create a folder in Google Drive," so please use them accordingly depending on the task.

There are other templates available, so please try automating other apps as well.

Summary

In this article, we explained the flow of "adding a record to Google Sheets when there is an order on Shopify."
By integrating Shopify with Google Sheets, data management and information updates can be done smoothly.
Additionally, sales data can be automatically recorded, so inventory management won't be an issue.
We offer a two-week free trial, so please give it a try and consider implementing Yoom.

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
Automation
Integration
App integration
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