Jump to: navigation, search

Zapier

Zapier Integration

Admin > Store Configuration > External Service Settings > Others TAB > Zapier

Integrate Zapier into your OnPrintShop web store; it is a glue that connects more than 1,000 web apps. Create Zap to connect your apps so they can work together. Using trigger start your workflow and connect apps to automate repetitive tasks without coding or relying on developers to build the integration. At OnPrintShop, we have come up with an initiative, which will allow you to transfer data from OnPrintShop to the related or relevant Apps present in Zapier. For more info go to - https://zapier.com/learn/getting-started-guide/what-is-zapier/

Note - The Zapier feature works only for the SSL verified websites. If your website does not hold an SSL Certificate, then it is recommended to get the SSL certification.

Read below a systematic guide to integrate Zapier with your OnPrintShop website.

Step – 1 Enable Zapier from Admin Panel

  • To enable Zapier and to get started with the services go to- Admin >> Store Configuration >> External Service Settings >> Others Tab >> Zapier >> Enable the status

Step – 2 Configure Data Settings

  • Go to – Admin >> Store Configuration >> External Service Settings >> Others Tab >> Zapier >> ‘Action’ Dropdown >> ‘Edit’ Option
  • Click on ‘Generate’ to generate a token.
  • Select other options where you will like to pass the third-party system such as Orders, Products, Quotes, and Users.

ZapierIntegration11.png

Step – 3 Get required web services link

On the Admin panel, you can see all the web services offered by OnPrintShop to use in Zapier.

Zapier12.png

Copy the URL for the web service and use the URL in the Webhook applications in Zapier.

In Zapier there are many applications where you can push data from OnPrintShop. Follow the document to see an example of OnPrintShop and Quickbooks integration in Zapier.

Similarly, you will be able to use other OnPrintShop web services for integrations in Zapier.

Example-

Step – 1 Create an account on Zapier

ZapierUpdated1.png

Step – 2 Make a Zap

  • Login into your Zapier account.
  • On the Zapier Dashboard, click on the ‘Make a Zap’, button.

ZapierUpdate2.png

Step – 3 Create a trigger

  • Name your Zap.

    What is Zap? - A Zap is an automated workflow that connects your apps and services. Every Zap consists of a trigger step (“when this happens…”) and one or more action steps (“then do this…”). When you turn your Zap on, it will run the action steps every time the trigger event occurs.

  • Choose a Trigger App as ‘Webhooks by Zapier’.
  • ZapierUpdated3.png

  • Under Choose an Event choose Retrieve Poll.
  • Click on Save + Continue button.
  • ZapierUpdated4.png

Step – 4 Configure Web-Hook Details.

Configure the required details in the webhook Set-up Options screen.

  • Enter the URL. Get the URL from Admin >> Store Configuration >> External Service Settings >> Others Tab >> Zapier >> Orders Tab
  • ZapierUpdated5.png

  • Enter the Key as id.
  • Enter other optional details if required.
  • Click on Continue.
  • ZapierUpdated6.png

  • This will test the connection with the URL and ask to pick up a sample to set up your Zap.
  • Check the Sample.
  • Click on Continue.
  • ZapierUpdated7.png

Step – 5 Set Customer search in Quickbook

  • Click on Plus sign to add new app.
  • Search and select the QuickBooks app.
  • ZapierUpdated8.png

  • Select ‘Find Customer’ from the provided options.
  • Click on the Continue button.
  • ZapierUpdated9.png

  • Choose the Quickbook account, click on +Add a New Account.
  • ZapierUpdated10.png

  • In the new tab, the Quickbook pop up will open on it click on ‘Show Advanced Option’. If your app is in development mode then select sandbox else go for production.
  • ZapierUpdated11.png

  • Next, search one of your companies to use in-app.
  • Click on Next.
  • ZapierUpdated12.png

  • On the Zapier page, the Quickbook Online Account will be auto-selected. Click on Continue.
  • ZapierUpdated13.png

  • Map the fields for executing the search.
  • Search Field – select the field in QuickBooks on which you want to execute the search, choose Email.
  • Search Value – select the filed retrieved from Webhooks response on which the search is to be executed, enter Customer Email Address (under retrieve poll you’ll have to search the email address field).
  • Click on the “Create QuickBooks Online Customer if it does not exist yet?” to create customer if not found in the search results.
  • ZapierUpdated14.png

  • Map the necessary and required fields for customer creation between QuickBooks and Web-hooks.
  • Click on Continue.
  • The test connection will go on as follows.
  • ZapierUpdated15.png

  • The Zap will first search if the customer exists in QuickBooks or not, if available it will do nothing, if not available then a new customer will be created in QuickBooks according to the mapped fields.
  • If the test gets successful you’ll receive the following message.
  • Click on Turn on Zap (This is available for 7 days free trial then you’ll have to pay for the services).
  • ZapierUpdated16.png

Step – 6 Split Multiple Data in Single to be Imported in QuickBooks.

  • Click on the Plus sign to add the next app.
  • Add a Formatter by Zappier Action for converting the format of Product Title.
  • Search and select the “Formatter” app for action.
  • Click on the Continue button.
  • ZapierUpdated17.png

  • Click on the ‘Text’ option and continue.
  • ZapierUpdated18.png

  • Set up the Formatter.
  • Under Transform choose ‘Split Text’
  • ZapierUpdated19.png

  • Under values choose Product Title
  • Under separator choose Separator ||.
  • Under the Segment Index select All (as Separate Fields).
  • Click on Continue.
  • ZapierUpdated20.png

  • Click on Continue.
  • ZapierUpdated21.png

  • The system will automatically test the connection.
  • ZapierUpdated22.png

  • This will split the product title text into multiple rows according to the number of separators found in the text.
Note - The above step can be repeated several times as required. In this case, use it for Order Product Quantity and Order Product Price.

Step – 7 Import Order Data in QuickBooks

  • Click on the plus sign to add a new app.
  • Select QuickBooks App to create Sales receipt with (line item)
  • Search and select QuickBooks.
  • Select create sales Receipt from the provided options.
  • Click on Save + Continue button.
  • ZapierUpdated23.png

  • Next, select the ‘Create Sales Receipt’ option under Choose an Event.
  • Click on Continue.
  • ZapierUpdated24.png

  • Synchronize your QuickBooks account in Zapier as before in Step 5.
  • The system will test the credentials and connect them to your account.
  • Click on the Continue button.
  • ZapierUpdated25.png

  • Map the QuickBooks fields with the fields available from the triggers and actions executed in the steps before.
  • ZapierUpdated26.png

  • Once all the required data is mapped click on Continue.
  • Check the data summary.
  • ZapierUpdated27.png

  • The system will test the connection automatically.
  • Click on the Continue button.
  • This will create a sales receipt in QuickBooks with the mapped data in the action.
  • ZapierUpdated28.png