Quick summary
This tutorial shows how to track Shopify orders in Coda by connecting the Shopify Pack and syncing live order data into a customizable table. Once connected, your Coda doc automatically pulls real-time Shopify order data so your team can monitor fulfillment without leaving their workspace.
Steps
- Inside your Coda doc, go to the top-right corner and click 'Insert'.
- Click the provided search bar and type 'Shopify'.
- Find 'Orders' from the list of options under the Pack Tables section, then drag it to the main workspace for further customization.
- Click 'Connect Read Account' to establish the connection between Coda and Shopify.
- Enter your Shopify API credentials into their respective input fields.
- Once done, click 'Continue'.
- Tap 'Complete Setup' to proceed.
- Head back to the right-side panel, then click 'Sync Now'.
- Tap 'Table Options' to customize the table.
- Go over the available customization options and configure each based on your preference.
- Click 'Refresh' to import real-time Shopify order data into your Coda doc.
