Send orders to Google Sheets

๐Ÿ”ง  Setup is needed:
๐Ÿ”Œ  Connect with Google
โœ๏ธ  Create your spreadsheet
โœ…  Save and enable your workflow to start automating!

This workflow will send each Shopify order and accompanying order details to a Google Sheets spreadsheet.

Let's get started ๐Ÿš€

๐ŸŽฅ  Watch the Shopify to Google Sheets video tutorial

โฌ‡๏ธ. Follow the steps below to set up this workflow.

1. Open the Google Sheets Add Row step and click the Authenticate with Google button to create a new credential. 

If you have already created a credential, select an existing one in the Existing Credentials drop-down menu.

2. In the Step Configuration section, create a new Google Sheets spreadsheet. 

Select Create new under the Spreadsheet label and add a spreadsheet name. Click on the Create Spreadsheet button to create a new Google Sheets spreadsheet with column headers.

3. The Select Spreadsheet field will display the title of the new spreadsheet. Click the external link icon to the right of the search bar to view your new spreadsheet in Google Sheets.

Feel free to make changes to the column headers' titles.

4. Go back to the workflow and click on the Update Spreadsheet Columns button to apply the changes to the workflow.

Anytime you make additional changes on the Google Sheets spreadsheet, like changing the title or column headers, you'll need to click the Update Spreadsheet Columns button again to apply them to the workflow. 

5. Under the Columns section, scroll down and locate your new or changed column headers. 

You will see a field under the column header. Click on the Token selector menu icon {+} and select the Token that represents the value.

6. Save and enable your workflow! Don't forget to follow some of the best practices with your new workflow.

Optional Customizations

You can reduce the number of orders sent to your spreadsheet by filtering for a specific product or from a specific customer. You can achieve this using our built-in Filter by MESA app.

Here are a few examples of how to apply the Filter by MESA app.

To only add order details of a specific product, you can add a Filter step between the "Loop over each product in the order" and "Google Sheets Add Row" steps.

On the Filter step, add the exact name of your product's title to the first field. (i.e., Panda Planter Pot)

On the second field of the Filter step, click the Token menu icon { + } and select the Title token under the "Loop over each product in the order" step. Save your changes.

To only add order details from a specific customer using customer tags, you can add a Filter step between the "Shopify Order Created" trigger and "Loop over each product in the order" step.

On the Filter step, add the customer tag (i.e., influencer) to the first field and select "Is in" on the drop-down menu.

On the second field of the Filter step, click the Token menu icon { + } and select the Tags token under the Customer section of the Shopify Order Created step. Save your changes.

โœ‹ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby 24/7, ready to help.