Setup Zapier

Overview & Purpose:

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/

Configuration in Admin Panel:

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

1. Configure Zapier in Admin Panel

• To enable Zapier and to get started with the services, go to the Admin Panel >> Store Configuration >> External Service Settings >> Others tab >> Zapier:



• Enable the status of the Zapier and then click on the Edit icon:



• Click on the Generate button to generate a token.
• Select other options where you will like to pass the third-party system such as Orders, Products, Quotes, and Users.
• Save the settings.

3. Get required web services link

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



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.

Configuration in Zapier:

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.

1. Create an account on Zapier

• Visit the Zapier website and click on the Sign-up:



• Fill up the required information and create a Zapier account.

2. Make a Zap

• Login into your Zapier account.
• On the Zapier Dashboard, click on the Create Zap button:



3. Create a trigger

When you will click on Create Zap, it will take you to the next page where you need to create the trigger for the Zap:



• Give a name to your Zap.
• Choose the Webhooks by Zapier as the App Event:



• For the Trigger Event, choose Retrieve Poll from the drop-down.
• Click on the Continue button.

4. Configure Webhooks Details.

Configure the required details in the webhook Set up trigger screen:





• Enter the URL. You can get this URL from the Admin Panel >> Store Configuration >> External Service Settings >> Others Tab >> Zapier >> Orders Tab:



• Enter id as the Key.
• Enter other optional details, if required.
• Click on the Continue.
• This will test the connection with the URL and ask to pick up a sample to set up your Zap:



• Check the enter found and then click on the Continue.

5. Set Customer search in Quickbook

• Click on Plus sign to add a new app:



• From the App Event, select the QuickBooks Online app. The next screen will appear:



• Select Find Customer from the drop-down.
• Click on the Continue button:



• Click on the Choose an account and then click on +Connect a new account. A Quickbooks pop-up will appear:



• Click on the Show Advanced Option link:



• If your app is in development mode then, select sandbox else go for production.
• Click on the Yes, Continue. The next screen will appear for you to select the company:



• Search one of your companies to use in the app and then click on the Next.
• On the Zapier page, the Quickbook Online Account will be auto-selected:



• Click on the Continue.
• Map out the fields for executing the search:



• Select the values for the below fields as displayed in the above screen:
  • Search Field – select the field in QuickBooks on which you want to execute the search, choose Email.
  • Search Value – select the file 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).
  • Should this step be considered a "success" when nothing is found? - keep the default value selected.
• Click on the “Create QuickBooks Online Customer if it does not exist yet?” checkbox to create a customer, if not found in the search results.
• Map the necessary and required fields for customer creation between QuickBooks and Web-hooks.
• Click on the Continue.
• The test connection will go on as follows.
• 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 Retest & Continue (This is available for 7 days free trial then you’ll have to pay for the services).

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

• Click on the Plus sign to add the next app. The Action screen will appear:



• Select the Format app for action. The screen for selecting the event will appear:



• Choose the event as the ‘Text’ from the drop down and Continue.
• Set up the Formatter:



• In the Transform field, search and choose ‘Split Text’:



• Select the values for the fields as shown below:
  • Values: choose Products Title.
  • Separator: choose Separator ||.
  • Segment Index: select All (as Separate Fields).
• Click on Continue:



• The system will automatically test the connection. Click on the Test & Continue:



• This will split the product title text into multiple rows according to the number of separators found in the text.

7. Import Order Data in QuickBooks

• Click on the plus sign to add a new app:



• Select QuickBooks Online App to create Sales receipt with (line item):



• Select the ‘Create Sales Receipt’ option under Choose an Event and click on Continue:



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



• Once all the required data is mapped, click on Continue:



• Check the data summary. Click on the Test & Continue button.
• This will create a sales receipt in QuickBooks with the mapped data in the action: