Now there are many reasons why you may Want to connect up woocommerce to your Google Sheets to transfer data between The two for this example we're going to Say when someone actually places an Order we want that information or at Least some of it to go over into Google Sheets and then we can use that for Various other purposes so we're going to Need a couple of tools to do this first Of all we're going to need to website With we'll call this installed and set Up check already got that the next thing We're going to need to use uncanny Automator now you are going to need to Use the pro version of this the free Version doesn't give you access to this Feature so just bear that in mind so now We know what we're going to be using Let's take a look at how we set things Up first of all let's hop over into my Google Drive and I've created a standard Google sheet and inside there I've got Five different fields and I've created One sheet called orders so now we've got That side of things set up let's hop Over into WordPress now I've already Installed uncanny automator the free Plugin and the pro version I've put my Credentials in and I can connected Everything up you're going to need to do The same thing set by very simple so now We've got those two plugins installed The next thing we need to do is go ahead
And set up the automation so to do that We're going to come up to the automator Section and in there we're going to come Down to add new the first thing you're Going to see is who are we actually Targeting with this particular Automation for this we want everybody I Will click on confirm so for this now We've got two different parts the first Thing we need to do is set a trigger and The second thing we need to do is set an Action let's give this a name first of All so the first thing to do is set the Trigger the trigger is what do we want To happen to actually cause the action To take effect so for this example we Want to be using woocommerce then we've Got a range of different options for What the trigger is going to be for this Example we're going to be using the Guest completes page 4 lands on a thank You page for an order with a product so Let's select that from there we'll give That a second or so and then it says Right okay what's the trigger condition We told you what we wanted to do so you Can see we've got pays for but we can Choose from three different options for This you can see we've got the option Pays for or we've got the option to Complete now this is the sort of thing You want to take note of page four means That if someone pays for this and the Order doesn't get completed they will
Still be added to that Google sheet in This example we only want people that Have actually paid for and the order has Been completed shipped and everything Else is done It's up to you which way you want to Work with this we're going to choose Complete and I'll show you the Difference later So as you can see that'll say completes We can click on Save and now we've got The option to say well what product or Products do we want to Target if we open This up you can see we can choose any of Our individual products but for this Example we want any products we're going To choose any product from that list and Click on Save okay so once you've done That the next thing I'm going to do is Set the action this is what's going to Happen when that trigger is set off So let's go ahead and add an action Now this is where we can choose what we Want to integrate it with now you can See we want Google Sheets and currently We're not connected to that so let me Show you how you connect things up we'll Choose Google Sheets as an option now We're going to go ahead and connect our Account so let's click on the option to Connect that will open up a new tab or New page so we're going to need to do to Confirm that we're happy with this and Connect everything up is click on sign
In with Google that's going to show us Our account login so we're going to Choose the account we want to log in With then it's going to ask us to give Permission for various different things For uncanny automator to be able to have Control of so you can see the first Couple are pre-selected however the Final two are not optional we have to Choose them so let's just check those Two options providing you happy with This we're going to click on continue And that will then take us back over Into uncanny automator and the Connection is now being completed so you Can see we can choose between create a Row in a Google sheet or update a row Now we only want this to happen when a New order is placed so we want a new row In our Google sheet so we're going to Choose that option that will then go Ahead using the connection we've just Set up connect up and show us what Spreadsheets we have available currently I've only got that one which I've just Shown you and we can then select a Worksheet so for this example we've only Got one which is called orders so we'll Select that from our list and then you Can see we've got this columns what we Need to do is click on get columns and That's going to go ahead look at our Spreadsheet that we've created in Google Sheets find out what column names are in
There and then we can map them to the Information from woocommerce so you can See there's our five different columns Now we need to go ahead and map Everything out to do that I'll show you The first one and then you can kind of Just repeat the process with the Relevant data for the other four or However many you've got in your setup so We're going to click on this little star Icon that will then open up a drop down We want to use our trigger as the data Source so we're going to choose that From there and then underneath you can See all of the data sources we have for An order are going to be listed so right The way through to your billing Information your shipping information The order ID and so on and so forth so For this we want the first name so I'm Going to be using the billing details Because generally that's what we're Going to want for the actual first name And surname so like I say billing first Name I'll select that from there and That now fills that out so I'm going to Repeat the exact same process for these Other four Fields very quickly so you Don't have to watch me doing it okay so I've gone ahead now and I've pre-filled Everything else out we need to go ahead Click on Save and that's the setup Complete there's one other thing we need To do before this will actually start
Working if you look at the right hand Side you can see this is currently in Draft status so let's go ahead and Activate this and now we can do is we Can go ahead and test it out now bearing In mind this is set up for a guest so we Need to be a guest making an order not a Logged in user so you can use this same Process to create multiple triggers to Do various different things so just bear That in mind you can create more than One automation so let's go ahead open up An incognito window place an order and See what happens so heading over to the Store I've already added a prime to the Card I'm on the cart page you can see That I'm going to go ahead proceed to The checkout so now I'm going to click On place an order and there's my order Completed now let's go back and take a Look at what's going on with our Spreadsheet you'll see there's no entry Inside you why is that because we set This to be only populated when an order Is completed now at the moment this Isn't complete if we take a look at our Order you can see this is currently set To processing so once we go ahead and Say this order is now completed our Order is now complete so now that Trigger will go ahead and fire and then The action will take place you can see There's the details transferred over That's how simple and straightforward it
Is to use uncanny on water meter and This is a really simple setup but you Can create as many of these as you want To use in any kind of circumstance so After testing that out we want to make Sure that everything is working Correctly if we jump over into the all Recipe section back in uncanny automator We can get an overview of any or all of The recipes we've created including Whether they're currently active or in Draft but also the number of times They've completed in our example we've Got one time but as this grows it gets More use you'll see this will trigger More and more often hopefully you found This useful all the applicable links are In the description below my name is Paul C this is WP tetson until next time take Care [Music] Thank you
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