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Create Products in Pupsai From Google Sheets

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byigonadmin
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To get started, you must have:

  • A Pupsai account. If not, please refer to Register for Pupsai.
  • A Zapier account. If not, please refer to Sign-up for Zapier.
  • A Google sheet with the required information to create a product. If not, please refer to Creating the Google Sheet.
    • Your spreadsheet should have four (4) column headings:
      • Product Name
      • Product Cost
      • Product Image Url
      • Product Description

Connecting Google Sheets to Pull Data

  • Login into your Pupsai account. Click here for reference.
  • In a new tab, login into your Zapier account. Click here for reference.
  • From the left navigation menu, select the “Zaps” menu item.
  • Click the “Create Zap” button. You will be redirected to a page resembling the one below:

  • In the top left of the window, click in the “Name your zap” section and type a meaningful name for zap.
  • In the “When this happens …” section, start typing “Google Sheets” in the “Choose App & Event” search bar.
  • Select the Google Sheets icon when it appears on the screen.
  • From the “Choose Trigger Event” drop down list, select “New or Updated Spreadsheet Row”.
  • Click the “Continue” button.
  • From the “Google Sheets account” drop down list, select the Google account you wish to use.
    • If you don’t see your account that means you are not signed into your Google account. To do so, select “+ Add a New Account” from the bottom of the drop down list.
    • You will be redirected to sign into your Google account, or select one from a list of accounts and follow the instructions on screen to complete the login.

  • Once signed in, Zapier will request permission to access your google drive.
  • Click the “Allow” button to continue. You’ll be redirected back to the create a new zap page.
  • Click the “Continue” button.
  • From the “Spreadsheet” drop down list, select the name of the spreadsheet with the information.
  • From the “Worksheet” drop down list, select the name of the worksheet with the information.
  • Click the “Continue” button.You’ll be redirected to the “Find Data” section to test that your spreadsheet was connected successfully.
  • Click the “Test trigger” button.
  • If successfully connected, you should see a “We found a spreadsheet row!” message onscreen.

Connecting Pupsai to Create Product

  • Continuing from the steps above, click the “Continue” button.
  • In the “Do this …” section, start typing “Pupsai” in the “Choose App & Event” search bar.
  • Select the Pupsai icon when it appears on the screen.
  • From the “Choose Action Event” drop down list, select “Create Product or Service”.
  • Click the “Continue” button.
  • From the “Pupsai (1.0.0) account” drop down list, select your Pupsai account.
    • If you are not seeing your account that means you are not signed into your Pupsai account. To do so, select “+ Add a New Account” from the bottom of the drop down list.
    • You will be redirected to sign into your Pupsai account. Click here for help logging in.
    • Once logged in, you’ll be redirected to your Pupsai dasboard. Close the tab and head back to the create a new zap page.
    • For a second time, select “+ Add a New Account” from the bottom of the drop down list.
    • You will be redirected to Pupsai.com, where Zapier will request permission to access your account. 
    • Click the “Authorize” button to continue. You’ll be redirect back to the create a new zap page.
  • Click the “Continue” button.
  • From the “Name” drop down list, select the column name which contains the name of the product.
    • If you are not seeing the desired column name, select “Show All Options”.
    • Most of the items in the drop down list are columns from the spreadsheet you connected earlier.
  • From the “Team” drop down list, select the name of the team you wish to add the product for.
    • If you are not seeing the desired team name, select the “LOAD MORE” button.
  • From the “Price” drop down list, select the column name which contains the price of the product.
    • If you are not seeing the desired column name, select “Show All Options”.
  • From the “Photo Url” drop down list, select the column name which contains the photo url of the product.
    • If you are not seeing the desired column name, select “Show All Options”.
  • From the “Description” drop down list, select the column name which contains the description of the product.
    • If you are not seeing the desired column name, select “Show All Options”.
  • Click the “Continue” button.
  • You’ll be redirected to the “Send Data” section to test that your product was created successfully in Pupsai.
  • Click the “Test & Continue” button.If the product was successfully saved, you should see a “Test was successful!” message onscreen.
  • At the bottom of the screen, you’ll see a box with “Zap is ready – now turn it on!”
  • Click the toggle button to turn the zap on. 
  • To exit, use the back arrow in the top left of the window.


Verifying Product was Created in Pupsai

  • Login into your Pupsai account. Click here for reference.
  • From the left navigation menu, select the “Campaigns” menu option.
  • Select the “Search Products” menu option.
  • You should see the new product that was created in the list.

Automatically Creating New Products

Now that the zap is activated, all you need to do is add more rows to your Google Sheet and Zapier will automatically create the products in Pupsai for you.

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