WPSyncSheets For Woocommerce

Documentation

WooCommerce Google Spreadsheet Addon

Plugin Settings

For guidance to Create Google API settings. Go through Video Tutorial

It consists of two types of Plugin Setting i.e. Order Wise and Product Wise Plugin Setting.

Default Order Status for any type of plugin setting are Pending Orders, Processing Orders, On Hold Orders, Completed Orders, Cancelled Orders, Refunded Orders, Failed Orders, Trash Orders. Different sheet is available for each order status.

Order Wise Plugin Settings have sheet headers as order wise. To view more sheet headers, click here.

Product Wise Plugin Settings have sheet headers as product wise. To view more sheet headers, click here

Order Wise Plugin Settings

This plugin setting has its sheet header according to the order selected by the user.

Pending Orders, Processing Orders, On Hold Orders, Completed Orders, Cancelled Orders, Refunded Orders, Failed Orders, Trash Orders are default order status. Custom Order Status includes the status which are created by the third-party plugins.Some of them are Packaging orders, Shipped orders, Delivered orders.

For creating new spreadsheet, perform the following steps:

> WPSyncSheets For WooCommerce => General Settings

1. Create New Spreadsheet.

  1. Select Create New Spreadsheet option from given list in select spreadsheet field.
  2. Enter the name of new spreadsheet.
  3. In default order status, it shows the status which is set as default from WooCommerce. Each status indicates the different sheets in the spreadsheet. In case, if some of them are not useful, you can disable them too.
  4. The sheet headers will automatically get sorted as per the selected option in Manage Row Data section. Select all button will select all the sheet headers. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  5. When you click the save button, the spreadsheet will get updated and you can also view it by clicking the View Spreadsheet.

2. Updated Google Spreadsheet( Order Wise ).

After saving the above settings, the Order Wise spreadsheet is shown below.


Product Wise Plugin Settings

This plugin setting has its sheet header according to the Product id.

Pending Orders, Processing Orders, On Hold Orders, Completed Orders, Cancelled Orders, Refunded Orders, Failed Orders, Trash Orders are default order status. Custom Order Status includes the status which are created by the third-party plugins. Some of them are Packaging Orders, ShippedOrders, Delivered Orders.

For creating new spreadsheet, perform the following steps:

> WPSyncSheets For WooCommerce => General Settings

1. Create New Spreadsheet.

  1. Select Create New Spreadsheet option from given list in select spreadsheet field.
  2. Enter the name for new spreadsheet.
  3. In default order status, it shows the status which are set as default from WooCommerce. Each status indicates the different sheets in spreadsheet. In case, if some of them are not useful, you can disable them too
  4. The sheet headers will automatically get sorted as per the selected option in Manage Row Data section. Select all button will select all the options. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  5. When you will click save button, the spreadsheet will get updated and you can also view it by click at View Spreadsheet.

2. Updated Google Spreadsheet( Product Wise ).

After saving the above settings, the Product Wise spreadsheet is shown below.


Custom Order Status

In custom order status, it shows the status which are created by the third-party plugin.

1. Custom Order Status.

Below figure shows that the status created using third party plugin can be viewed in spreadsheet


General Settings

1. Sync orders

When the user clicks on the button called Click to Sync then it will synchronize/add existing WooCommerce All or Custom date range orders within the selected spreadsheet with a selected sheet as per the value of the Sync Range ( All / Custom ) button. If Sync Range ( All / Custom ) is enabled then all the existing WooCommerce orders will be synchronized/added and if Sync Range ( All / Custom ) is disabled then the orders within the date range (From date to To date ) will be synchronized/added to the selected spreadsheet.

You can even schedule to sync all the orders with Schedule Auto Sync settings. You just have to set the settings once and it will automatically sync all orders at the scheduled time.

2. Freeze Headers

When user want to freeze the first row i.e., header (title) row while scrolling down the page it will remain on top the page when user enable this button.

3. Add Custom Static Headers

Enable this button when you want to add a header of your choice. It will take the value as per the selected option. By clicking on Add button you will add static header – value pair to your headers list.

4. Allow To Copy Same Columns

When you enable Allow to copy same Columns, the data which is available for it will directly get copied for the remaining items.

Note: Exclude – Order Total and Shipping Total – for the purpose of arthmetic operation.

Before enabling Allow to Copy Same Columns:

After enabling Allow to Copy Same Columns:

5. Product Name As Sheets Headers

If you want to set the product name as sheet header than enable the product name as sheet headers button. The columns will automatically created. Append after dropdown will add all the product names in-between as per your dropdown selected in spreadsheet.

For example, here Order Total is selected in Append After list so the columns will get appended after that.

6. Export Orders

Export all orders of specific product categories within new spreadsheet. Export all orders or Export orders to specific date range orders within new spreadsheet.

7. Product Category Filter

When user select the product categories from the general settings page then it will automatically get added to WooCommerce orders into the Google Spreadsheet, if disabled then it will not place any order for that particular product categories.

8. Background Row Color

This feature allows users to add background row color in odd & even manner, it is calculated as per their order id.

9. Spreadsheet Row Order

Select the Ascending order option if you want to save orders in Ascending order otherwise select Descending order to save orders in Descending order in selected Spreadsheet.

10. Row Input Format Option

Row Input Format Option has dropdown with two options RAW and USER_ENTERED. If user selects RAW then the values entered by user will not be parsed and will be stored as it is and for USER_ENTERED option the values entered by user will be parsed. Numbers will stay as numbers, but strings may be converted to numbers, dates, etc.

11. Price Format

Price Format has dropdown with two options Values and Formatted Values with Symbol. When selecting an option ‘ Formatted Values with Symbol ‘ it will append a symbol with price values while selecting ” Values ” option it will save value as it is entered.

12. Import Orders

Import orders with Insert, Update, Delete Order Option. Follow this documentation for How to Import Orders?


Product Settings

1. Create New Spreadsheet.

  1. Select Create New Spreadsheet option from given list in select spreadsheet field.
  2. Enter the name of new spreadsheet.
  3. By default it creates All Products sheet in the spreadsheet.
  4. The sheet headers will automatically get sorted as per the selected option in Sheet Headers section. Select all button will select all the sheet headers. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  5. When you click the save button, the spreadsheet will get updated and you can also view it by clicking the View Spreadsheet.

2. Updated Google Spreadsheet.

After saving the above settings, the spreadsheet is shown below.

3. Sync Products

When the user clicks on the button called Click to Sync then it will synchronize/add existing WooCommerce All or Custom date range products within the selected spreadsheets All Products sheet as per the value of the Sync Range ( All / Custom ) button.If Sync Range ( All / Custom ) is enabled then all the existing WooCommerce products will be synchronized/added and if Sync Range ( All / Custom ) is disabled then the products within the date range (From date to To date ) will be synchronized/added to the selected spreadsheet All Products sheet.

Users can even schedule to sync all the products with Schedule Auto Sync settings. The user has to set the settings once and it will automatically sync all products at the scheduled time.

4. Import Products

Users can import the product with Insert, Update, Delete Product option. Follow this documentation for How to Import Products?

Users can also schedule the import with Schedule Auto Import.

5. Bulk Insert Products

Users can Insert the products in bulk with this option. Follow this documentation for How to Bulk Insert Products?.

Users can also schedule the bulk insert products


Customer Settings

1. Create New Spreadsheet.

  1. Select Create New Spreadsheet option from given list in select spreadsheet field.
  2. Enter the name of new spreadsheet.
  3. By default it creates All Customers sheet in the spreadsheet.
  4. The sheet headers will automatically get sorted as per the selected option in Sheet Headers section. Select all button will select all the sheet headers. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  5. When you click the save button, the spreadsheet will get updated and you can also view it by clicking the View Spreadsheet.

2. Updated Google Spreadsheet.

After saving the above settings, the spreadsheet is shown below.

3. Sync Customers

When the user clicks on the button called Click to Sync then it will synchronize/add existing All or Custom date range customers within the selected spreadsheets All Customers sheet as per the value of the Sync Range ( All / Custom ) button.If Sync Range ( All / Custom ) is enabled then all the existing customers will be synchronized/added and if Sync Range ( All / Custom ) is disabled then the customers within the date range (From date to To date ) will be synchronized/added to the selected spreadsheet All Customers sheet.

Users can even schedule to sync all the customers with Schedule Auto Sync settings. The user has to set the settings once and it will automatically sync all customers at the scheduled time.

4. Import Customers

Users can import customers with Insert, Update, Delete Customer option. Follow this documentation for How to Import Customers?

Users can also schedule the import with Schedule Auto Import.


Coupon Settings

1. Create New Spreadsheet.

  1. Select Create New Spreadsheet option from given list in select spreadsheet field.
  2. Enter the name of new spreadsheet.
  3. By default it creates All Coupons sheet in the spreadsheet.
  4. The sheet headers will automatically get sorted as per the selected option in Sheet Headers section. Select all button will select all the sheet headers. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  5. When you click the save button, the spreadsheet will get updated and you can also view it by clicking the View Spreadsheet.

2. Updated Google Spreadsheet.

After saving the above settings, the spreadsheet is shown below.

3. Sync Coupons

When the user clicks on the button called Click to Sync then it will synchronize/add existing All or Custom date range coupons within the selected spreadsheets All Coupons sheet as per the value of the Sync Range ( All / Custom ) button.If Sync Range ( All / Custom ) is enabled then all the existing coupons will be synchronized/added and if Sync Range ( All / Custom ) is disabled then the coupons within the date range (From date to To date ) will be synchronized/added to the selected spreadsheet All Coupons sheet.

Users can even schedule to sync all the coupons with Schedule Auto Sync settings. The user has to set the settings once and it will automatically sync all coupons at the scheduled time.

4. Import Coupons

Users can import coupons with Insert, Update, Delete Coupon option. Follow this documentation for How to Import Coupons?

Users can also schedule the import with Schedule Auto Import.


Event Settings

The event settings will only get the orders with event product data and write in a sheet as per product event category respectively.

1. Create Event Categories sheets.

  1. In Event Categories, it shows all event categories each category indicates the different sheets in the spreadsheet of general settings. In case, if some of them are not useful, you can disable them too.
  2. The sheet headers will automatically get sorted as per the selected option in the Sheet Headers section with general setting headers. Select all button will select all the sheet headers. You can disable some of them manually. If you want to disable all the sheet headers just click on the Select none button.
  3. When you click the save button, the spreadsheet will get updated and you can also view it by clicking the View Spreadsheet.

2. Updated Google Spreadsheet.

After saving the above settings, the spreadsheet is shown below.

3. Sync Events

When the user clicks on the button called Click to Sync then it will synchronize/add existing WooCommerce All or Custom date range orders with event product data within the selected spreadsheet with a selected sheet as per the value of the Sync Range ( All / Custom ) button. If Sync Range ( All / Custom ) is enabled then all the existing WooCommerce orders will be synchronized/added and if Sync Range ( All / Custom ) is disabled then the orders within the date range (From date to To date ) will be synchronized/added to the selected spreadsheet.

Users can even schedule to sync all the event product orders with Schedule Auto Sync settings. The user has to set the settings once and it will automatically sync all the event product orders at the scheduled time.

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