In this article we provide an example for creating a Zapier automation (i.e. a Zap) that automatically inserts ticket data in a Google Sheet row whenever a new CRM ticket is created.
For more information on the Merchant Central and Zapier integration and the supported ticket triggers and actions please see our article on Zapier Integration.
The Zap will be created using the following easy steps:
- Create an API Token in your CRM (for authentication in Zapier)
- Create a Google Sheet
- Create a Zap to link the CRM to your Google Sheet
Step 1. Create the API Token
Open your User Settings page by clicking on your username in the top-right corner and clicking the Settings option:
On the Settings page open the API Settings tab, click the Create New API Token button, enter the name of your token, and click Add New Token:
The new token is now generated. Copy the token and click OK to close the popup (note that you will no longer have access to the token once the popup is closed):
Your token is now shown in the API tokens table, where you can edit the token settings or delete it at any time:
Note: If you don't see the API Settings tab on your user settings page an Admin must add the API Access permission to your user class:
Step 2. Create A Google Sheet
Once the API token is created you can proceed to create a new Google Sheet.
Name the sheet "MC Helpdesk Tickets" and add a few column headers in the first row as shown in the below screenshot:
Step 3. Create A Zap
Finally, you can now create a Zap and connect the CRM Helpdesk to your Google Sheet.
Log into Zapier and create a new Zap. Select the Merchant Central app and the "Ticket Created" trigger event, and click the Sign In button to authenticate your CRM account:
In the next step enter your site subdomain and the API token generated in step 1, and click the "Yes, Continue to IRIS CRM" button:
Next, click the Continue button to add the Google Sheet app:
Select the Google Sheet app and follow the instructions to authenticate your Google account:
Once you've activated your account, select the MC Helpdesk Tickets spreadsheet and Sheet1, and then select the CRM ticket fields for each of the three columns we added to the spreadsheet (i.e. the Ticket ID, Email, and Subject):
Next, click the Test Step buttons to test the Zap and confirm that a randomly selected ticket information is added to the Google sheet:
If everything goes well, you should see the ticket information added to the spreadsheet:
You can now go back to your Zap and publish it using the Publish button:
Your Zap is now live and will begin to add rows to your Google Sheet for each new ticket added in the CRM:
Once your Zap has been enabled, the API Subscriptions on your CRM User Settings page displays the new Zapier subscription that has been enabled.
Do not edit or delete this subscription, as it will break the Zap connection.