Running an online store means handling a large volume of orders and data every day. This requires accurate storage, organization, and analysis to better understand your customers and improve your marketing strategy. Managing all of this manually can be time-consuming and may lead to errors or missing information.
That’s why YouCan offers a seamless integration with Google Sheets, allowing you to automatically sync your orders, organize your data efficiently, and access key insights with ease.
Steps to enable Google Sheets in your store
Follow the steps below to successfully set up the integration:
1. Connect your Google account
- Go to the Apps section in your seller dashboard.
- Click on Connect Account.
- Grant the required permissions so the app can automatically create and update your orders file.
2. Create a Google Sheet for your orders
- Click on Create a New Sheet.
- A dedicated Google Sheets file for your store orders will be created automatically.
- Give the file a clear name so you can easily find it later.
3. Customize the Sheet Fields
- Choose the appropriate fields from the available list.
- Make sure they match the fields used on your checkout page, such as:
- Name
- Phone number
- Address
- Product
- Quantity
- Total price
- Order date
- You can drag and drop the fields to arrange them according to your workflow.
How to benefit from Google Sheets after activation
Once the setup is completed successfully, you will be able to:
Automatically track new orders inside the sheet.
Edit fields and display only the data that matters to you.
Export orders in bulk easily.
- Create multiple documents to organize orders by campaigns or time periods.
Managing your Google Sheets documents inside the App
From your dashboard, you can:
Enable or disable any document
Quickly preview the document
Edit sheet settings
Delete any document you no longer need
How to import bulk orders into a Sheet
If you want to transfer multiple orders at once, follow these steps:
Click on Sync Orders
Choose the document where you want to transfer the orders
Enter the order references (each reference on a separate line without the # symbol)
Click on Transfer
Securing your order data
Since the file contains sensitive customer information, we recommend the following:
Keep the document private at all times
Share it only with trusted team members
Set the appropriate access level (Viewer / Commenter / Editor)
Avoid using the “Anyone with the link” sharing option
Regular review and maintenance
To ensure the integration works properly:
Create a test order to verify that data is recorded correctly
Regularly review sharing settings to maintain information security
The Google Sheets integration with YouCan gives you full control over your order data and transforms order management from a manual, exhausting process into a smart and organized system. This allows you to focus on growing your sales and making marketing decisions based on accurate, up-to-date data.