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BotSailor allows you to effortlessly collect purchase information from your WhatsApp Catalog and send it directly to a Google Sheet. This integration is particularly useful for tracking orders, customer details, and streamlining your e-commerce process without manual entry. This step-by-step guide will walk you through the entire process of connecting Google Sheets to BotSailor and setting up your catalog purchase information to automatically sync to your Google Sheet.
Before sending catalog purchase data to Google Sheets, you need to connect your Google account to BotSailor. Follow this article to connect google sheet with your account. [ how to connect and import google sheet link]
After connecting your google sheet map for catalogue :
Ensure that your sheet includes the following columns:
Now that the integration is set up, you need to test it to ensure that everything works as expected.
Once the integration is working correctly, BotSailor will automatically send the catalog purchase information to your Google Sheet whenever a customer makes a purchase.
Order Tracking:
Customer Support:
Inventory Management:
Sales Reporting:
By following this simple process, you can set up Google Sheets integration with your WhatsApp Catalog on BotSailor, ensuring smooth order management and real-time updates. Whether you're tracking orders, handling customer support, or generating sales reports, Google Sheets provides an efficient and organized solution to store and manage your WhatsApp catalog purchases.
What is the purpose of integrating WhatsApp Catalog with Google Sheets in BotSailor?
The integration allows you to automatically store WhatsApp catalog purchase details (like order ID, customer name, phone number, product ID, etc.) directly into a Google Sheet. This streamlines order tracking, customer management, and reporting without manual data entry.
How do I connect my Google Sheets account to BotSailor?
To connect your Google Sheets account, go to the BotSailor Dashboard, navigate to Settings, and select Google Sheets Integration. Click on Sign In with Google, select your Google account, and grant the necessary permissions to BotSailor. Once connected, you can import or create a new Google Sheet to store purchase data.
What columns should my Google Sheet have for catalog purchase tracking?
Your Google Sheet should include the following columns:
How do I test the integration after setting it up?
After setting up the integration, make a test purchase from your WhatsApp catalog. Verify that the order data is sent correctly to your Google Sheet, with all relevant fields filled (Order ID, Catalog ID, Buyer Name, etc.). Check the Google Sheet for a new row with the purchase details.
Can I automate follow-ups based on the data in Google Sheets?
Yes, you can automate follow-up messages or notifications based on the data in the Google Sheet. For example, you can set up BotSailor to send status updates, shipping confirmations, or reminders based on changes to the order status in the sheet.
What types of reports can I generate from the Google Sheet?
You can use Google Sheets to generate reports on sales, track order status, and analyze customer behavior. For instance, you can generate reports on the most popular products, analyze sales trends, and track which customers have placed orders.
Can I use Google Sheets for customer support?
Yes, the information stored in Google Sheets can be used for customer support. By accessing the Google Sheet, you can quickly retrieve order details and answer customer inquiries efficiently.
What happens if there is a failure in syncing purchase information to Google Sheets?
If there is a failure, you will likely see an error in the webhook logs or a failure notification in BotSailor. You can verify that the webhook URL is correct and check the Google Sheets permissions to ensure BotSailor has access to write to the sheet. If the problem persists, contact BotSailor support for assistance.
Is there a limit to how many catalog purchases I can store in Google Sheets?
No, there is no fixed limit imposed by BotSailor or Google Sheets, but it’s important to ensure that your Google Sheets account has enough storage and that the sheet is well-organized. For large-scale operations, you may want to use Google Sheets API or integrate with a database.
Can I use this integration for tracking product returns or refunds?
Yes, you can add additional columns to your Google Sheet to track product returns, refunds, or cancellations. You can also automate updates to the order status and initiate refunds directly through BotSailor’s workflow features.