Setup 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 -Ā https://zapier.com/learn/getting-started-guide/what-is-zapier/ļ»æ
Note: The Zapier feature works only for SSL verified websites. If your website does not hold an SSL Certificate, then it is recommended to get the SSL certification.
Read the below systematic guide to integrate Zapier with your OnPrintShop website.
- 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 onĀ the GenerateĀ button to generate a token.
- Select other options where you will like to pass the third-party system such asĀ Orders, Products, Quotes, and Users.
- Save the settings.
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.
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.
- Fill up the required information and create a Zapier account.
- Login into your Zapier account.
- On the Zapier Dashboard, click on theĀ Create Zap button:
What is Zap?Ā
A Zap is an automated workflow that connects your apps and services. Every Zap consists of a trigger step (āwhen this happensā¦ā) and one or more action steps (āthen do thisā¦ā). When you turn your Zap on, it will run the action steps every time the trigger event occurs.
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.
Configure the required details in the webhook Set up trigger screen:
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- 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 onĀ 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.
- Click on Plus sign to add a new app:
- From the App Event, select the QuickBooks Online app. The next screen will appear:
- SelectĀ Find CustomerĀ from the drop-down.
- Click on theĀ ContinueĀ button:
- Click on the Choose an account and then click onĀ +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, selectĀ sandboxĀ else go forĀ 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 ā select the field in QuickBooks on which you want to execute the search, chooseĀ Email.
- Search Value ā select the file retrieved from Webhooks response on which the search is to be executed, enterĀ Customer Email AddressĀ (under retrieve poll youāll 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 theĀ āCreate QuickBooks Online Customer if it does not exist yet?āĀ 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 youāll receive the following message:
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- Click onĀ Retest & ContinueĀ (This is available for 7 days free trial then youāll have to pay for the services).
- Click on the Plus sign to add the next app. The Action screen will appear:
- Select theĀ Format app for action. The screen for selecting the event will appear:
- Choose the event as theĀ āTextāĀ from the drop down and Continue.
- Set up the Formatter:
- In the Transform field, search and chooseĀ āSplit Textā:
- Select the values for the fields as shown below:
- Values: chooseĀ Products Title.
- Separator: chooseĀ Separator ||.
- Segment Index: selectĀ All (as Separate Fields).
- Click onĀ 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.
Note: The above step can be repeated several times as required. In this case, use it for Order Product Quantity and Order Product Price.
- Click on the plus sign to add a new app:
- Select QuickBooks Online App to create Sales receipt with (line item):
- Select theĀ āCreate Sales ReceiptāĀ option under Choose an Event and click on Continue:
- Synchronize your QuickBooks account in Zapier as before inĀ 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 onĀ 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:
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