Documentation

Last updated: 04 de March, 2024

Version Sheets Central: v1.1

Previous versions: -

Introduction

All businesses, from multinationals to micro-enterprises, use spreadsheets for their management.

🚀 Boost your business with Sheets Central 🚀

Sheets Central | Shopify

🚀 Boost your business with Sheets Central 🚀

What is Sheets Central?

Sheets Central is the first e-commerce manager based on Google Sheets. It integrates with different e-commerce platforms (such as Tiendanube, Mercado Pago, Shopify, among others) directly from Google Sheets, allowing you to synchronize all your business management in a spreadsheet, in real time.

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Sheets Central - Tienda Nube demo

Why use Sheets Central?

🚲 Easy to use: We all know and use Google Sheets in some way. Sheets Central is based on Google Sheets and allows you to take advantage of all the features it already includes. Filters, dynamic tables, formulas, data management, among others. Forget about downloading CSV files and uploading them to a spreadsheet.

🔗 Simple connection: Simply authenticate Shopify and clone our Sheet. The connection will be established automatically! You don't need to use special credentials, passwords, tokens or any additional complications.

🤖 Automatic management: You can enable automatic management so that all new sales, updates and cancellations in your store automatically modify your Google Sheets.

⚖️ Synced Information: All the information in Sheets Central comes directly from your e-commerce, and you can also send information from Sheets Central to your e-commerce. Everything is connected.

🧩 Customization: You have total freedom to add columns, colors, custom values, new sheets, charts, whatever you want! Sheets Central is a Google Sheets that belongs to you, so you can customize and edit it according to your needs.

🧑🏽‍💻Top-tier Support: We are a team of experts in Google Sheets, e-commerce, and business management. You can consult us and receive support whenever you need it.

How does it work?

Follow these steps to use Sheets Central correctly:

  1. Access Sheets Central
  2. Log in with Shopify and authorize Sheets Central.
  3. You will be assigned a Connection ID, which you will use to connect Google Sheets with Sheets Central.
  4. Clone the Google Sheets from the Instructional and set up the account.
  5. Ready! You can start using Sheets Central.

Within Sheets Central you will find many features that we will list below.


Initial setup

In this section you will find all the information to perform the initial configuration of Sheets Central.

Sign in

The first step to be able to use Sheets Central is to log in with Shopify:

Captura de pantalla 2024-03-04 201238.png

If this is your first time logging in, a Shopify consent screen will appear like the following:

Untitled

After accepting, you will be redirected to Sheets Central settings.

Clone Sheet

Once you log in with your e-commerce platform, Sheets Central redirects you to a configuration page, where you will see certain steps to configure Sheets Central.

From there, you can clone the Google Sheet, which you will then need to configure with the next step.

The page will look something like this:

Untitled

Account Settings

Account setup is required for Sheets Central to function properly. It is what connects the Google Sheet with your e-commerce platform.

You can follow the following tutorial where it explains how to configure the account:

Sheets Central - Configuración de cuenta

URL Settings (COMING SOON)

URL configuration is also required for Sheets Central management. It's how you receive real-time notifications about order and product updates.

You can follow the following tutorial where it explains how to configure the URL:

Sheets Central - Configuración de URL

Sheets Central Premium 🚀

To upgrade to the Premium plan, you can do so directly from your account settings

Sheets Central | Instrucciones

or from the Google Sheet:

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Once you have registered your payment details and start the trial period, you will be active in Sheets Central Premium!

To activate it in the Google Sheet, you must go to Sheets Central > Get Premium🚀.

If you DO have the Premium plan active, it will be automatically activated in the Google Sheet.

If you DON’T have the Premium plan active, a link will open to subscribe to Premium.


Features

You can see below all the features that Sheets Central includes:

Import orders

Directly from the Google Sheet you can import your e-commerce orders.

Free Plan: ****Only allows you to import the last 50 orders from your store. If you are starting to use Shopify, this plan is ideal!

Premium Plan: Allows you to import the complete history of all Shopify orders. There are two other options for importing orders: From a specific date period selected by the user and the option to filter orders by customer (both options are useful in cases where you do not want to import all historical orders). Ideal for stores with a large number of sales.

Get new orders

This function gets the ID of the last order and performs a lookup to Shopify on all subsequent orders. Once all subsequent orders are found, it adds them to the Google Sheet below the existing orders.

<aside> 💡 This feature only applies to the Free plan. For the Premium plan, automatic management can be activated and it is no longer necessary to use this functionality.

</aside>

Import customers

<aside> 🚀 This is a feature of the Premium plan.

</aside>

Import your Shopify clients directly from Sheets Central. Each of them will appear in a new row of the Google Sheet. This way you can manage the information of all your customers, quickly know their last order placed, total spent, locations, status and all their data.

Import products

Import your Shopify products directly from Sheets Central. Each of your product variations will appear in a new row of the Google Sheet. This way you can manage all your products, know their stock, price and all their data.

If you want to re-import all the products (to obtain new products created or obtain the new price) you can import the products again without problems.

Advanced

Google permissions

Below we leave you an explanation of each of the permissions:

See, edit, create, and delete all your Google Sheets spreadsheets: This permission is required to be able to access the cloned Google Sheet, obtain information, and edit information. It is used to obtain image information for example, or to add Shopify product information. Other Google Sheets that the user has in their own Drive will not be accessed.

Connect to an external service: This permission is used to be able to be connected with Shopify. Since the tool needs to access Shopify to fetch products and upload images, this permission is required. External services are only accessed from Sheets Central (for configuration information) and Shopify (for fetching products and uploading images).

Display and run third-party web content in prompts and sidebards inside Google applications: This permission is used to display loading banners or to open external pages.

Support and feedback

You can contact us at:

Sheets Central