How to Integrate Applications

2024/10/29

How to integrate WooCommerce with Google Sheets to automatically add orders to Google Sheets when an order is placed in WooCommerce

m.wadazumi

We recommend automatically syncing WooCommerce order details with Google Sheets. This automation may reduce the hassle of managing order details and improve operational efficiency. In this article, we will explain how to integrate WooCommerce with Google Sheets and set up automation. This will enable centralized management of order details, allowing you to understand the data by checking just one tool.

Benefits of Integrating WooCommerce with Google Sheets

Benefit 1: Centralized Data Management

By integrating WooCommerce with Google Sheets, order data is centralized, which can improve operational efficiency. For example, when an order occurs in WooCommerce, it can be automatically registered in Google Sheets. This allows WooCommerce order data to be reflected in Google Sheets, ensuring the entire team accesses the same data. Additionally, the hassle of checking each tool is eliminated, and there is no need to switch between tools.

Benefit 2: Reduction of Manual Workload

The integration of WooCommerce and Google Sheets eliminates the need for manual data entry, reducing the workload on staff. As a result, it can prevent human errors such as double registration or omissions, potentially improving work accuracy. This allows staff to allocate the time spent on data entry to other tasks. It may have a significant impact, especially in environments with a high number of orders. This automation will help in smooth operations and improve business efficiency.

How to Create a WooCommerce and Google Sheets Integration Flow

This time, we will introduce how to set up the following template: "Add to Google Sheets when an order occurs in WooCommerce." By using this template, there is no need to set up automation from scratch, making it convenient.

You can set it up in the following 4 steps.

  1. Register WooCommerce and Google Sheets in My Apps
  2. Open the template
  3. Set triggers and actions
  4. Verify the automation between WooCommerce and Google Sheets

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

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Step 1: Register WooCommerce and Google Sheets in My Apps

Please register WooCommerce and Google Sheets in My Apps to connect them to Yoom.
By registering in My Apps first, you can smoothly set up automation.

Let's register WooCommerce in My Apps first.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find WooCommerce from the list of apps or search for Google Sheets using "Search by app name".

The following screen will be displayed, so please set the "Account Name" and "Access Token" while referring to the explanation.

Next, let's register Google Sheets in My Apps.
Select Google Sheets in the same way as before.
When the following screen is displayed, please log in to Google Sheets.

Step 2: Open the Template

To set up automation, click "Try it" in the banner below.

Please check the screen display below and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, you can do so by clicking on the relevant section.
To start with WooCommerce settings, click "When an order is created".

Step 3: Set Triggers and Actions

The following screen will be displayed, so let's check the settings.

  • "Title" → Can be changed freely
  • "Account information to integrate with WooCommerce" → Check if the account is correct
  • "Trigger Action" → When an order is created

The following screen will be displayed, so please set the "TOP page URL".
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, to set up Google Sheets, please click "Add Record".
The following screen will be displayed, so let's check the settings.

  • "Title" → Can be changed freely
  • "Account information to integrate with Google Sheets" → Check if the account is correct
  • "Execution Action" → Add Record

Please set the order information in Google Sheets for testing.
The settings are as follows.

Return to Yoom and set up "Database Integration".

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

Scroll and set the "Values of the records to be added".
Use WooCommerce output for the setup.
You can check the output by clicking the arrow in the red frame.
Set the output corresponding to the item name in the Google Sheets set for testing.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Verify the Automation of WooCommerce and Google Sheets

Once you click "Turn on Trigger", the automation setup is complete.
Please check if the flowbot is working correctly.

Other Examples of Automation Using WooCommerce and Google Sheets

1. This is a flow where product information registered in kintone is automatically added to WooCommerce.
As product information is automatically reflected in WooCommerce immediately after registration, you can quickly check the data.
You can centrally manage product information, and only need to check one app, saving the hassle of moving between tools.

2. This is a flow to add orders to Notion when they occur in WooCommerce.
This flow, which we introduced this time, has Notion as the registration destination.
By integrating with Notion, which is also convenient for task management, you can manage WooCommerce order information.

3. This is a flow where AI extracts information from the contents of Google Docs notes and automatically creates documents in Google Sheets.
Based on the notes taken in Google Docs during meetings, documents can be automatically issued in Google Sheets, reducing the effort required for document creation.
Automation of document issuance can shorten the time needed to create documents.

Summary

Integrating WooCommerce with Google Sheets may make order management easier and lead to more transparent data management.
This automation could be effective for companies that handle a large amount of order data.
As a result, staff may be able to dedicate their free time to operating the e-commerce site.
Use this article as a reference to streamline your order data management.

For app integration and automation without the need for coding, Yoom is recommended.
If you want to try Yoom, please register for free here.

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
WooCommerce
Google Sheets
Automatic
App integration
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