Posted on April 24, 2019 at 12:00 PM
Here we’ll show you how to transfer the information from your FastSpring order notification email to a Google spreadsheet. In this case the notification was emailed to your Gmail account. You only have to set it up once and then all future order notifications will be automatically updated in your Google Spreadsheet.
1. FastSpring Account:
In your Fastspring account, set the Order Notification Address to your Gmail or Outlook email address.
2. Gmail or Outlook Account:
Tip - Although Gmail and Outlook email accounts will work, we suggest you use a Outlook email account because Outlook email notifications happens in real time whereas Google email notifications are delayed. (Outlook email can be fetched with web hooks whereas the Google email folder has to be polled.)
3. Google Sheet Account:
4. Stargate365 Account:
Create the Stargate365 Work Flow
Click on Select an event drop down and select New Email
Click on Add a new account
Now you have to select your Google or Outlook account
Click on Allow to allow the Stargate365 app to parse the email in the trigger folder.
Click on Auto-Copy and paste to inform Google to allow Stargate365 access to the Trigger folder.
Select a mailbox - This is the Trigger mailbox folder. If an email lands in this folder, Gmail triggers Stargate365
Stargate365 will access the Trigger folder, parse the sample email in the folder and display the fields found in the sample email.
Click on Save.
Click on Test this step. The contents of the fields in the email will be displayed in a Test Report.
Click on close. The Trigger is now set up.
Set up the Action.
Click on the Google Sheet action button
Click on Select an event and on Create Spreadsheet Row.
Now you have to specify the Google Account and Spreadsheet where the data should be placed. The steps are the same as when you specified the email account and approved access to the account.
Select a spreadsheet
Select a worksheet in the spreadsheet
The fields from the sample email will be displayed. The left hand column is the source email information and the right hand column is the destination spread sheet information.
Click on the Actions Button.
The following Action options are available:
Create Google sheet column headers on Server -This will create all the column headers from the available fields in the sample email.
Delete columns on the right below - This will clear the column headers in the set up.
Reload Google sheet column headers from your Google Sheet into right column below - This will load the current column headers set up from your Google Sheet.
Autolink left column to right column below - This will link the fields from the sample email to the current column headers on the Google sheet and place the information in the Google sheet.
Create the column headers in the spreadsheet
You can create the column headers yourself and then tie it up with the fields from the sample email or you can let Stargate create the headers for you. To do so, click on Create Google sheet column headers on Server. This will use the fields from the sample email and create column headers on the spreadsheet. If you want to change the spreadsheet headers, you can open the Google sheet in your browser, delete column headers that you don’t want and also move the headers around. Do not change the header text. If you want to use this changed headers as your template, click on Reload Google sheet column headers from your Google Sheet into right column below.
Link the column headers of the spreadsheet with fields from the sample email
Click on Autolink left column to right column below. This will link the email fields with the column headers.
Click Save and the Test this step.
You will notice that the spreadsheet data has been populated.
Now switch your Stargate on.
When you switch the Stargate on, all new emails that land in the trigger folder will be automatically parsed and the information will be placed in your spreadsheet. One credit will also be deducted from your account for every completed work flow.
Now you can run a test order from Fastspring and see if the test data is entered in the spreadsheet. Please note that there is a few minutes lag when using a Gmail account as trigger. There is almost no lag when you use an Outlook account as trigger.
You can sign up for a free account at https://www.stargate365.com