Send Shopify orders to Google Sheets

This template will: 

• Send a Shopify order and accompanying order details to a Google Sheets spreadsheet when a Shopify order is created.

🔧  Setup is needed:
🔌  Connect with Google Sheets
✏️  Create your spreadsheet
✅  Save and enable your workflow to start automating!

🎥 Watch how to send Shopify orders to Google Sheets with a new spreadsheet

🎥 Watch how to send Shopify orders to Google Sheets with an existing spreadsheet

Follow the steps below to set up this workflow.

Step 1

In the Google Sheets Create Row step, click Connect with Google to connect Google Sheets with MESA.

If you have already created a Google Sheets credential, select an existing credential from the drop-down menu.

Step 2

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

Select Create new under the Spreadsheet label and add a spreadsheet name. 

Step 3

Click on the Create Spreadsheet button to create a new Google Sheets spreadsheet with column headers.

Step 4

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.

Step 5

Return to your MESA workflow and click on the Update Spreadsheet Columns button if you made any changes to your spreadsheet.

🗒  Note: 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. 

Step 6

If you made any changes to the columns in your spreadsheet, locate the Columns section within the Step Configuration, and scroll down to locate your new or changed column headers. 

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

Note: When a workflow runs, variables are replaced with real data. 

Step 7

Click on the Done button at the top or bottom of the Step Configuration section.

Step 8

At the top of or below the workflow, click the Save button to save your changes. 

Step 9

Tips

Don't forget to follow some of the best practices with your new workflow!

After a Shopify order is created, check out the Activity tab to view the status of the tasks. Learn more about the Activity tab.

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.

🎥 Watch how to send on certain products, customers or orders to a Google Sheets spreadsheet

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 Create 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 Variable menu icon { + } and select the Title variable 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 Variable menu icon { + } and select the Tags variable under Order Created > Customer. Save your changes.

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