Automatization of sales processes is a key element in optimizing the work of any online store. If you are using WooCommerce and want orders to automatically go into an online spreadsheet, we have good news for you – it’s not only possible but also relatively easy to implement.
Why should you automate sending orders to spreadsheets?
Automatic order sending to a spreadsheet can bring many benefits, such as:
* Time-saving: You don’t need to manually copy data from WooCommerce to the spreadsheet.
* Fewer errors: Automation reduces the risk of errors resulting from manual data entry.
* Easier data analysis: Orders in the spreadsheet allow for quick creation of reports, summaries, or charts.
* Integration with other systems: The spreadsheet can be used as a source of data for other applications, such as invoicing or inventory management.
How to send orders from WooCommerce to an online spreadsheet?
There are several tools and methods you can use to achieve this goal. Below are the most popular options.
1. Using WordPress plugins:
The online store on WooCommerce offers many plugins that enable integration with spreadsheets like Google Sheets or Excel Online.
Best plugins for automation:
* WP Sheet Editor for WooCommerce: Allows exporting order data to a spreadsheet, which can be automatically updated.
* WooCommerce Google Sheet Connector: Integrates WooCommerce with Google Sheets. New orders are automatically added as rows in the chosen sheet.
* AutomateWoo: Supports various automations, including sending order data to external tools like spreadsheets.
Steps for configuration (example with WooCommerce Google Sheet Connector):
1. Install and activate the plugin.
2. Connect WooCommerce with Google Sheets by logging into your Google account.
3. Choose the spreadsheet where data will be sent.
4. Configure field mapping – assign information from the order (e.g., customer name, products, amount) to columns in the spreadsheet.
5. Save the configuration – from now on, new orders will automatically be added to the spreadsheet.
2. Using automation tools like Zapier:
Zapier is a platform that allows connecting different applications and automating processes without programming knowledge.
How does integrating WooCommerce with Google Sheets through Zapier work?
1. Register on Zapier.
* Zapier enables creating “Zaps” (automatic workflows) that transfer data between WooCommerce and Google Sheets.
2. Connect WooCommerce to Zapier.
* Use the official integration of WooCommerce on Zapier.
3. Choose trigger and action:
* Trigger: New order in WooCommerce.
* Action: Add new row to chosen spreadsheet in Google Sheets.
4. Configure details of the workflow:
* Define data to be sent (e.g., order number, date, products, amount).
5. Test the integration:
* Place a test order in WooCommerce and check if data appears in the spreadsheet.
3. Creating your own solution using WooCommerce API:
If you need full control over the process or don’t want to use plugins, you can use the WooCommerce REST API and create your own script.
How to do it?
1. Enable API in WooCommerce:
* In the WordPress panel go to WooCommerce > Settings > Advanced > REST API and create an API key.
2. Create a script to send data:
* The script can be written in Python, PHP, or another programming language.
* Connect to the WooCommerce API to retrieve order data.
* Use Google Sheets API to add data to the spreadsheet.
3. Run the script in the background:
* Configure a schedule (e.g., using cron) for the script to run automatically.
Which solution to choose?
* For non-technical people: Plugins like WooCommerce Google Sheet Connector are easy to configure and don’t require technical knowledge.
* For small stores: Zapier is suitable for smaller numbers of orders and simple integrations.
* For large stores: A custom solution using API provides more flexibility and better adaptation to needs.
