In this tutorial, you will learn how to create and configure a connection between CopeCart and Google Sheets via Zapier.
In Google Sheets, create a spreadsheet where you’d like all required information to be transferred to and name it accordingly. Then, add headers to columns—these would be the parameters you're looking for.
For example, let’s create a spreadsheet named “Test Product (digital)” and assume that we need to track the next parameters:
- The date the order was made.
- Some customers' data.
- A payment method the customer has used.
- A payment plan to differentiate the orders you are interested in.
- The payment status.
What you do next is tell Zapier, which exact thing it should react to and in what exact way.
To make Zapier know it should "listen" to your product sale process, you need to create a Webhook. In other words, you need to establish a mechanism of notifying the system that something had happened.
To do that, go to your Zapier account and follow the next steps:
- Go to the Zaps menu.
- Click on Make a New Zap button.
- Scroll down to Built-In Apps and select Webhooks by Zapier.
- Choose Catch Hook as a trigger event and press Continue.
What you just did is created a Webhook Endpoint. It is a unique address where the specific messages will be sent to when some action happens.
Next, you need to configure an IPN connection between Zapier and CopeCart so that every time when the product is purchased, CopeCart sends a notification to Webhook Endpoint.
To do that, open your CopeCart home page in a new tab, click on your username in the upper-right corner, and proceed to IPN connections:
Create and name a new Generic IPN integration:
Now you need to tell CopeCart to send notifications to the Webhook Endpoint that you have created at Zapier. To do that, simply copy the Webhook URL from Zapier to Notification URL field at CopeCart, enter a key, and press Save changes:
Go to Product edit page and enable an IPN integration with Zapier:
Then, go to the product Checkout page and proceed to Test order—fill in the fields with whatever user information you want, select a payment plan and Test payment option, and click on Order now:
You have just completed a test order. Now, switch to Zapier and proceed to the next step by clicking on the Continue button. You will be redirected to the test step. We strongly recommend you to proceed to test by pressing Test & Continue. If integration between CopeCart and Zapier works, you will be redirected to the next step:
Next, you should configure the interface between Zapier and Google Sheets:
- Select the Google Sheets App.
- Choose the Create Spreadsheet Row as an action event and press Continue. This means that every time when the product is purchased, a new row will be created in a specific Google sheet with corresponding parameters.
- Select Google account (your personal or business account) where you already have created a spreadsheet as a very first step, and press Continue.
Next, you need to configure what information you'd like to be displayed at Google sheets. Select the Google Drive, Spreadsheet and Worksheet, and proceed to configure the parameters.
Remember, you have already set the column headers, so now you should select what data from the IPN message corresponds to what column:
When you click on the Continue button, you will be redirected to another test step. Proceed to test to see if everything works right.
Go to your Google Sheets to check the result:
If configurations are correct, there will be no errors, and you can turn your Zap on!
After you have enabled the Zap, every time when the product is purchased, a corresponding record appears in your spreadsheet:
If you'd like to integrate CopeCart and Google Sheets via Zapier for other products, enable the Zapier interface for every product at a Product Edit page.