SimpleTix – Google Docs (Excel) integration.
Summary: Zapier is an online automation tool that connects your favorite apps, such as SimpleTix, Gmail, Slack, MailChimp, and over 1,000 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Move info between your web apps automatically, so you can focus on your most important work. It's easy enough that anyone can build their own app workflows with just a few clicks.
For example, You can create a trigger within Zapier for your Events on SimpleTix. Imagine someone books single or multiple tickets for your event. Zapier trigger would take entries of those booking like First\Last Name, Email, Phone, Event Name, Date and a lot more and add it automatically to your desired Excel sheet on your google docs. It lets you focus on most important work while also making sure that most of the data entry task are automated.
You can now transfer your data from SimpleTix (New orders or Attendees) to any app listed on Zapier. Please follow these steps.
- Register your account on https://zapier.com/ and search for SimpleTix.
- Create a new Zap and search for SimpleTix.
- Select the data you would like to transfer from SimpleTix
1. Either transfer new order data (Does not contact data for all attendees)
2. Transfer data for all attendee. Example, I can buy 3 tickets for myself, John and Garry. Now data for all 3 will be transferred - Select existing account or add new account
- To add a new account, you will need the SimpleTix API key which can be found under https://manager.simpletix.com/
Settings > Zapier > Copy Api Key - You can now click on TEST & CONTINUE
Thats it, connection to Zapier from SimpleTix is done. You can now connect any of your favorite apps on Zapier.
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7) On the next page, choose your "Action App", enter in Google Sheet into the search box
(In this picture we have already pre-authorized Google Sheet, this is why it appears below)
8) Choose an option (Select and option and click on continue)
- Create a spreadsheet row (Preferably when an order is completed)
- Update an existing row (Preferably when an order is edited or cancelled)
9) Connect an account. This would be the account where the Google Sheet would be stored or hosted. It should be on Drive.google.com (or in any of the sub folders)
10) Once the account has been added. Click on Test. You should see a message “Success!”
11) Open drive.google.com and create or upload excel\sheet to upload your data on. As mentioned previously, you can store it anywhere on drive.google.com.and name the sheet as you want. However, import that the first row of the sheet should have the fields that you want to record on the top. An example is shown below in the picture
The First row of this sheet (DISCOVERING OPPORTUNITIES FOR BIOPOLYMERS IN 3D PRINTING) will record the following details whenever any order is completed
First Name || Last Name || Email || Event || Phone Number
You could have any details that you want to record
12) Click (Save + Continue) on your Zapier
13) Select the spreadsheet we created above (step 11.) In this case, sheet is named as (DISCOVERING OPPORTUNITIES FOR BIOPOLYMERS IN 3D PRINTING)
14) The Google Spreadsheet will normally have one single worksheet. You could also have more than one, which can be selected here. We have “Sheet 1” in this example. This is the first page of the file we created above (Step 11)
15 a) This is where we tell Zapier what to save and where. We created the first row on our sheet as
First Name || Last Name || Email || Event || Phone Number
Select these values as show below or in any order you like. You are allowed to choose multiple values in the same row
15 b) We have selected First Name, Last Name, Email, Event and Phone number in the list below
Once completed, press Continue
16) Confirm the data to be recorded and click on “Send Test to Google Sheet “
Nothing will be recorded since the test is empty. We will test it by booking an event later
17) The following screen will appear if the test was successful. Click on “Finish” when done
18 a) Congratulation you have successfully created your Zap Trigger to record event booking on spreadsheet. We now need to Switch it on. Click on “On” slider to switch it on
We now need to Switch it on. Click on “On” slider to switch it on
18 b) You could also click on “See it on your dashboard” and see the status for all your triggers on Zapier
Now let’s do some real testing by creating an order for an event and see if the data is being recorded or not (Optional)
19) Open your event page. For Testing purpose we created a free test event
20) We are going to book this free order “Click on Free Order” any paid order will follow it's normal cadence
21) Fill in the details and then click on “Order”. Note: We have skipped phone number
22) Add details and then click on “Save & Continue”
23) A new order has been placed
24) Open your Google Spreadsheet and check if details have been reorder automatically
Phone Number is blank as we skipped that in step 21
SimpleTix integration with Google Docs is now complete