How it works

Follow these 4 simple steps to start tracking Uploadery order details and line items in Google Sheets

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Order Created

App connector: Uploadery • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Uploadery account and captures all the order data needed to create detailed spreadsheet records for each line item purchased.

When a customer places an order through Uploadery, this trigger automatically captures the complete order information including customer details, shipping address, and all line items purchased. The trigger runs in the background with no configuration needed from you, collecting order data like customer email, shipping information, and product details for each item in the order. This data gets passed to subsequent steps to create individual spreadsheet rows for every product purchased.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your Shopify store information to generate proper admin URLs for each order, making it easy to jump directly to order details when reviewing your spreadsheet.

The step automatically connects to your Shopify store and retrieves your shop's domain information, which gets used to build clickable admin URLs in your spreadsheet. No configuration is required as it uses your existing Shopify connection to gather the necessary store details. The shop information combines with order IDs from step 1 to create direct links to each order in your Shopify admin panel.

Loop

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step processes each individual product in an order separately, ensuring multi-item orders create one spreadsheet row per product rather than lumping everything together.

The Loop step takes the line items from each Uploadery order and processes them individually, so if someone buys 3 different products, you'll get 3 separate spreadsheet rows with detailed information for each item. The loop runs automatically for every line item in each order, extracting product-specific details like name, SKU, and price for each item. This ensures your spreadsheet provides granular tracking where each row represents one specific product purchase with its own pricing and details.

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Create Row

App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This step builds your actual spreadsheet and populates it with the order and line item data you want to track, creating a comprehensive record for analysis and reporting.

You'll configure which data fields to include in your spreadsheet by selecting from options like Order Name, Customer Email, Shipping Address, Product Name, SKU, and Price. The "What do you want to name your spreadsheet?" field lets you specify a custom name for your Google Sheets file (example: "Uploadery Orders 2024"). The system will create column headers based on your selections and populate each row with data from the looped line items, ensuring every product purchase gets its own detailed record in your spreadsheet.

Make it your own

Customize this workflow even further:

Set custom delays
Schedule follow-up actions after order creation, such as sending customer satisfaction surveys 7 days after delivery or reminder emails for incomplete orders.
Chain multiple actions
Connect several steps after the spreadsheet creation, like sending Slack notifications to your team, updating inventory management systems, or triggering fulfillment processes simultaneously.
Store data in tables
Save additional customer insights, order patterns, or custom metrics in MESA's built-in database tables for advanced reporting and customer segmentation.
Deploy AI agents for smart decisions
Let AI agents evaluate order characteristics and route high-value orders to priority fulfillment, flag unusual purchase patterns, or automatically assign orders to specific team members based on product types.

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 include custom fields from my Uploadery orders in the spreadsheet?
The template includes standard order and line item fields like customer information, shipping details, and product data. If you need additional custom fields from your Uploadery setup, you can modify the Create Row step to include those specific data points from the order payload.
What happens if my Google Sheets spreadsheet gets deleted or corrupted?
The workflow will automatically create a new spreadsheet with your specified name the next time an Uploadery order comes in. Consider making regular backups of important order tracking spreadsheets or connecting to an existing sheet instead of creating a new one.
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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