Track Applied Shopify App Credits in Google Sheets

4 min setup

No coding required

Runs automatically

Automatically log each app credit issued with date, Shopify store domain, amount, and notes in a central Google Sheets record. This enables the monitoring of trends, detection of unusual activities, and ensures accurate record-keeping for support and reporting.

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App Credit Applied

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How it works

2 steps to start receiving automatic tracking of every app credit you issue to Shopify stores

App connector: Shopify Partner • Time to complete: 2 minutes

Why this matters: This trigger monitors your Shopify Partner account for any app credits you issue to stores, starting the workflow whenever a credit gets applied to help with billing disputes or customer support requests.

You'll need to enter your App ID to connect this trigger to your specific app. Find your App ID in your Shopify Partner Dashboard under Apps - it's the numerical identifier that appears in your app's URL. The trigger checks hourly for new credits applied, capturing details like the store domain, credit amount, and notes you included when issuing the credit. Once a credit is detected, this information flows to the Google Sheets step for logging.

App connector: Google Sheets • Time to complete: 2 minutes

Why this matters: This action creates a permanent record in Google Sheets every time you issue an app credit, giving you a searchable history for billing inquiries and customer support documentation.

You'll configure which columns to include in your tracking spreadsheet - the template offers Date Credit Issued, Time Credit Issued, Shopify Domain, Notes, and Amount fields. You can also name your spreadsheet during setup (something like "App Credits Tracking 2025" works well). The action automatically populates each row with the credit details from the trigger, formatting dates as "January 1, 2025" and times as "4:05pm" for easy reading.

Ready to set this up? It only takes 4 minutes.

Our support team will even help you personalize this workflow for free.

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Make it your own!

Customize this workflow even further:

Add Slack notifications for large credits

Send instant alerts to your team channel when credits exceed a certain amount, helping you stay aware of significant billing adjustments.

Create monthly summary reports

Use MESA's scheduled triggers to compile and email monthly credit summaries to your finance team, including totals by store and credit type.

Store credit data in custom tables

Save detailed credit information in MESA's database feature for advanced reporting and to cross-reference with customer support tickets or billing disputes.

Deploy AI agents to categorize credits

Let AI automatically tag credits as "refund," "goodwill," or "technical issue" based on the notes you include, making it easier to analyze credit patterns.

Common questions

Will this track credits from all my apps or just one specific app?

Can I backfill historical credit data into the spreadsheet?

What happens if I change the spreadsheet structure after the workflow is running?

Ready to start receiving automatic tracking of every app credit you issue to Shopify stores?

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Need help? Our automation experts will help you personalize this workflow for free. Contact support