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Autonami

Connecting with GoogleSheets

Connect Autonami events with Google Spreadsheets to directly add WooCommerce order information to a Google sheet and maintain a log of these orders automatically.

This is how you can link the two:

Step 1: Connect Automations to Google Sheets

Go to WooFunnels >> Automations >> Connects, and look for Google Spreadsheets. Once you've found it, click on the Connect button.

Next, press the “Click to get token” button to connect your google account.

Select the Google account you wish to connect to.

Give any permissions, if asked for.

Now, copy the code shown on your screen.

And paste it in the pop-up token window from before, and hit save.

This will your Google account to Automations.

Step 2: Create an Automation

Click on Add New in Automations.

From the events listed on the right side of the screen, select Order Created.

Next, click on the + icon to add an action to this event.

From the two options provided, select the Direct Action option.

From the drop-down menu select the option of Insert Row.

In another window, open the Google spreadsheet you want to connect to the automation, and copy the Google Sheet ID (as is highlighted in the image below).

Important: The Google Sheet ID is not the complete URL, but only a part of it, so be careful when you are copying it.

Paste the link in the respective field on the Automation page and click on Get Sheets.

Now you may add the required columns in the spreadsheet.

Search and add appropriate Merge Tags to the respective columns in the automation.

Hit the Save button to secure all the changes made.

Make the automation live by clicking the Sandbox toggle green.

Step 3: Test the Automation

Place a test order to check the task execution.

Now go to Task History in Automation.

Here you’d be able to see a new task scheduled for the order you just placed.

You will see the connected spreadsheet once the task is completed. The relevant data from the order placed will be updated in the sheet.

And that’s how you link Google Spreadsheets to Autonami Automations.

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