How it works

Follow these 4 simple steps to start capturing Shopify order details in Google Sheets automatically

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Shopify store and activates the entire workflow whenever a customer completes a purchase, ensuring you never miss capturing order data.

This trigger automatically detects when new orders are placed in your Shopify store and passes the complete order information (customer details, products purchased, shipping address, etc.) to the next steps in the workflow. No configuration is required - it's already set up to capture all order data including line items, customer information, and shipping details. The trigger runs continuously in the background and initiates the workflow within minutes of each new order.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches your store's domain information, which is needed to create proper links back to orders in your Shopify admin panel.

The system automatically retrieves your shop's details from Shopify, including your store's myshopify.com domain name. This information gets used later to build clickable URLs that take you directly to specific orders in your Shopify admin when you're reviewing data in your spreadsheet. The step runs automatically using your existing Shopify connection and requires no input from you.

Loop over each product in the order

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step processes multi-item orders correctly by creating separate spreadsheet rows for each product purchased, giving you detailed product-level insights rather than just order summaries.

The loop examines every line item within each order and processes them individually, so if a customer buys 3 different products, you'll get 3 separate rows in your spreadsheet. Each iteration of the loop takes one product from the order and passes its specific details (name, SKU, price, quantity) to the spreadsheet creation step. This ensures you can analyze sales performance at the product level rather than just seeing order totals.

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Add Row

App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This step actually writes the order and product data to your Google Sheets spreadsheet, creating the permanent record you can use for analysis and reporting.

During setup, you'll name your spreadsheet (like "Order Tracking 2024") and select which columns to include from the pre-configured options such as Order Name, Customer Email, Product Name, Product SKU, and shipping address fields. The system automatically creates the spreadsheet with your chosen columns and adds a new row for each product processed by the loop step. You can customize which data points matter most to your business by checking or unchecking the column options during template setup.

Make it your own

Customize this workflow even further:

Set conditional filters
Add conditions to only track orders above a certain value, from specific customer tags, or containing particular products you want to monitor closely.
Connect to inventory management
Link this data to inventory tracking by adding steps that update stock levels or flag low inventory items when orders contain your best-selling products.
Create automated notifications
Add email or Slack alerts when high-value orders come in, when customers from specific regions place orders, or when certain products get purchased.
Build customer insights tables
Store customer purchase history and preferences in MESA Tables to identify repeat buyers, calculate lifetime value, and track purchasing patterns over time.

Frequently asked questions

Will this create a separate row for each product in multi-item orders?
Yes, the Loop step processes each line item individually, so if someone buys 3 different products in one order, you'll get 3 separate rows in your spreadsheet - one for each product with its own pricing and details.
Can I add more order information beyond what's pre-configured?
Absolutely. During setup, you can select from 12 different data fields including order tags, fulfillment status, payment method, and discount codes. You can also modify the template later to include custom fields or calculated values.
What happens if my Google Sheets spreadsheet gets deleted or renamed?
The workflow will fail and stop adding new rows. You'll need to either restore the original spreadsheet name or update the workflow configuration to point to a new spreadsheet. MESA will send you error notifications so you know when this happens.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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