Orders placed on your website can automatically be created in Eshopbox using a third-party application called Zapier. Zapier is an automation tool that helps you to connect Eshopbox with hundreds of apps. To automatically create orders on Eshopbox, you need to create a workflow called Zaps. A Zap is an automated workflow in Zapier.

In this article, you will learn to create a Zap that will help you create website orders in Eshopbox.

Before you start

  • You must have a Zapier account.

  • You must be familiar with the Zap creation process. Learn more

Create orders in Eshopbox using Zapier

Follow the below steps to automatically create orders for a single SKU in Eshopbox:

Step 1: Set up a google sheet

First, you need to create a Google Sheet where you want to enter the order details from your workspace or website. To create a new Google Sheet:

  • Log into your Google account and open Google Sheets.

  • Create a new Google sheet by clicking on the plus icon.

  • Name the spreadsheet, e.g. “My orders”. Remember this name as you will need to choose it later in Zapier.

  • (Optional) Name the worksheet. A worksheet is a page within your Google sheet. You can see it at the bottom of the page. By default, it’s called “Sheet1”. You can keep this name or set yours. Later you will need to choose this worksheet in Zapier settings.

  • Name columns in your worksheet based on the order information you wish to import. For example - order number, payment status, and more.

You will be able to see these columns as fields in Zapier once you have connected your Google sheet successfully.

Check out a sample orders worksheet.

How to update your Google Sheet

  • Make sure you maintain the necessary hygiene factors when updating the google sheet. To ensure your Zaps function perfectly, it is recommended to enter data into the Google sheet manually. If you have a large number of orders, you can duplicate the data into an unformatted program before copying and pasting it into the google sheet.

  • Editing your Google sheet while a Zap is already live is not recommended. If you wish to edit your Google sheet, turn off the Zap and do so. You can turn it back on once you’re done.

Step 2: Creating a Zap

To connect your Eshopbox workspace and Google Sheets, you will need to create a Zap. This creates new orders on Eshopbox with the help of your Google Sheet. Here you will be creating Zap for orders with a single SKU. Follow the below steps to create Zap:

  • Login in to your Zapier account and navigate to your Home page in Zapier. Click on ‘Make a Zap’ on the top right corner of your screen.

Creating a trigger

  • Search and select the Google Sheets option. This will be used as the Trigger.

Now, you need to add some more details to the trigger.

  • Choose App & Event: Choose app as ‘Google Sheet’. As the trigger event, you will choose ‘New Spreadsheet Row’. This means the trigger will be initiated when a new row is added to your Google sheet.

  • Choose Account: Enter the Google account from which you created the sheet.

  • Set up trigger: Select the drive, Google Sheet, and worksheet you used to sync data from. Click the Continue button.

  • Test trigger: It's always a good practice to test the automation. To test that you are getting data from the correct cell in our Google Sheet, click on the test trigger button. This verifies that the details shared by you are correct.

    💡In case the test trigger fails. Verify the details and test again.

After you set up your zap trigger, you need to add an action to your zap. An action is a task that your zap performs when your trigger event occurs.

Creating an action

  • Search and select the code order option. This will be used as the action.

Now, start providing values to the action. You now have to define the Action that will happen as a result of the Trigger.

  • Choose app & event: Choose app as ‘Eshopbox app’. As an action event, you will choose ‘Create Order’. Click on Continue.

  • Choose Account: Click on the sign in to Eshopbox within the Zap. Next, make sure you’re logged into your Eshopbox account.

  • Click ‘INSTALL APP’. This will give Zapier permission to access your account. Now your Eshopbox account will be successfully connected to Zapier.

  • Set up action: Fill in all the details as per your column name created in google sheet. Refer to the below screenshot to assign the values.

  • Test Action: We can now send test data to confirm everything is working as expected. Click on Test Action. Once the test is successful order will be created in Eshopbox.

    💡In case the test trigger fails. Verify the details and test again.

Step 3: Activate the Zap

After completing the action and triggers step, you can turn on the ZAP. This will make your ZAP live. Whenever any new row is added in Google Sheet, the new order will be created on the Eshopbox workspace.

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