How to Send WhatsApp Catalogue Purchase Information to Google Sheets Using BotSailor

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.

Why Use Google Sheets for WhatsApp Catalog Purchases?

• Automated Order Tracking: Automatically store WhatsApp catalog purchases in Google Sheets, making it easy to track orders and customer details.
• Centralized Data Management: Organize all your purchase data in one place for easy access and analysis.
• Efficient Reporting: Generate reports directly from Google Sheets based on catalog purchases.
• Real-Time Updates: Instantly update your order details without having to manually enter data.

How to send catalogue purchase information to google sheet

Step 1: Connect Your Google Account to BotSailor

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:

• Order ID: Unique identifier for each order.
• Catalog ID: ID of the purchased item in your WhatsApp catalog.
• Buyer Name: The name of the person making the purchase.
• Phone Number: The phone number of the buyer (ensure this is in the correct format for WhatsApp).
• Amount: The total amount paid for the product.
• Order Shipping Info: Shipping address or any relevant shipping details.
• Status: Order status (e.g., Pending, Confirmed, Shipped).

Step 2: Test the Integration

Now that the integration is set up, you need to test it to ensure that everything works as expected.

• Make a Test Purchase:
  
  
  • Go to your WhatsApp catalog and make a test purchase to verify that the order information gets sent to your Google Sheet.
  • Ensure that all the data fields (Order ID, Catalog ID, Buyer Name, etc.) are correctly populated in the sheet.
• Check Google Sheets:
  
  
  • After completing the test purchase, check your Google Sheet to ensure the data appears correctly.
  • You should see a new row for the purchase with all the relevant details filled in.

Step 3 : Monitor and Manage Orders

Once the integration is working correctly, BotSailor will automatically send the catalog purchase information to your Google Sheet whenever a customer makes a purchase.

• View and Edit Data:
  
  
  • You can view and manage the order details directly in the Google Sheet.
  • Data can also be used for generating reports, tracking order status, and ensuring smooth order management.
• Automate Follow-ups:
  
  
  • You can automate follow-ups for order updates or send notifications through BotSailor based on the data in the Google Sheet.

Use Cases for Google Sheet Integration with WhatsApp Catalog

Order Tracking:

• Store all purchase information in a central Google Sheet to track order status and update customers accordingly.

Customer Support:

• Use the sheet to provide efficient customer support, access purchase details quickly, and answer inquiries faster.

Inventory Management:

• Integrate with inventory management tools to automatically update stock levels based on the orders in your Google Sheet.

Sales Reporting:

• Use Google Sheets for generating detailed sales reports to analyze trends, popular products, and customer behavior.

Benefits of Integrating WhatsApp Catalog with Google Sheets in BotSailor

• Automation: Automatically sync all catalog purchases with Google Sheets without manual data entry.
• Real-time Updates: Instantly store order details as soon as a customer makes a purchase.
• Easy Data Management: Organize and track purchase information with ease.
• Improved Efficiency: Free up time for your team by automating the process of order tracking and reporting.

Key Takeaways

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.

FAQ

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:

• Order ID: A unique identifier for each order.
• Catalog ID: The ID of the purchased item from the WhatsApp catalog.
• Buyer Name: The name of the customer who made the purchase.
• Phone Number: The customer’s phone number, formatted for WhatsApp.
• Amount: The total amount paid for the product.
• Order Shipping Info: Shipping address or other relevant details.
• Status: The current order status (e.g., Pending, Shipped, etc.).

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.