Bright Sites Zapier Integration

This tutorial will go over enabling and setting up the Zapier integration for your store. This allows you to integrate your store with over 3000 other applications, including Google Sheets, Slack, Salesforce, and more using Zapier's tools. Keep in mind that this setup does involve working with multiple "apps" within Zapier and we highly recommend referencing their documentation when building your apps out.

Additionally, while not required, coding experience or experience with using automation tools may be beneficial when working with the Zapier integration.

Article Sections

• Enable Zapier Integration
• Add Store to My Apps in Zapier
• Zaps Flow
• Push Order (New & Updates)
• Update Order(s)
• Get Shipments
• Get User Account by Specific ID
• Tips & Tricks to Using Zapier
• Notes

Enable Zapier Integration

To enable the Zapier integration in your store, after logging into the store's admin area:

1. Click into Features.
2. Click into Add-Ons.
3. Under the Basic Store column, turn ON Zapier.
4. Click Approve.
5. Choose Setup Now, or Cancel.

At this point, you will need to login to your Zapier account to setup your store as a supported connection AND to setup "Zaps" within their system using your store's data. "Zaps" are setup within Zapier to pull in data from your store.

Add Store to My Apps in Zapier

1. Now that you have Zapier enabled in your store, you will need to add your store as a supported connection under My Apps within Zapier so you can use your store in Zapier's Zaps. 
2. Click into My Apps after logging in to your Zapier Account.
3. Choose Add Connection.
4. Type into the list "Bright Sites" and choose the app connection with our logo.
5. A new window will open and this is where you input the subdomain for the store you're connecting (e.g. if your store URL is https://myswag.mybrightsites.com, you would ONLY input 'myswag' as the subdomain). Then click Yes, Continue.
6. If you're not already signed in, you will be taken to the Bright Sites sign-in page and you would choose to login as an Organization Admin or a Store admin, input your credentials and click Login.
7. You will see a message indicating: Zapier is requesting access to your company store data. Scope: read write Then choose Allow to allow Zapier to connect or Deny.
8. Once you have done that, the connection is added to your Zapier account and you can proceed with Zap setup.

You will need to do the above steps for each store you intend on connecting, but once you setup 1 store, you can click the existing app connection under My Apps, then setup additional stores with that connection. Or, when setting up a Zap with our app, you can choose to add a new connection. We recommend setting up unique "connection names" that help you identity the store connection in your Zapier account.

Zaps Flow

The overall "flow" of how a Zap (automated workflow) functions can be viewed here. This guide also contains helpful information for you to use when building out your Zaps. At its core, Zaps are initiated by a "Trigger Event", which then has an "Action" to be made (i.e. you have a new order placed, and want to send that information to another application like Salesforce).

Push Order (New OR Updated)

After logging into your Zapier account, to setup a new Zap to Push Orders (New & Updated) from your store, you would click Create Zap under your account's Zaps list.

Next, for the Trigger, you would type Bright Sites and choose our application (Bright Sites), then choose Order Created (or Order Updated) for the Trigger Event. For Choose Account, select the store you added when adding the store to My Apps (or click Connect a new account after clicking the list). Lastly, test the connection to ensure the most recent order (or most recently updated order) appears in the test data.

For the action, you can have it so new orders are automatically created into a specific work sheet using Zapier's Google Sheets app (for example). You can of course use other apps available within Zapier and this is just a suggested path. You would choose the app of Google Sheets and then select Create Spreadsheet Row. Next, choose your Google Drive account and for the Setup Action part, select the Drive, Spreadsheet, and Worksheet to be used. After selecting your worksheet, column headers that have been added will appear as fields in Zapier (you will need to create the column headers to ensure they appear in Zapier). Then you will go through and build out what information from the Trigger Event should appear under each specific column. Once finished, choose to test the action and check the worksheet you connected to ensure a new row was added.

Bright Stores recommends using Zapier's tools/utilities to further format/manipulate the way data is used in your Zap. You can see more information on this under the Tips & Tricks section.

Update Order(s)

After logging into your Zapier account, to setup a new Zap to Update Orders from your store, you would click Create Zap under your account's Zaps list.

In our example, we're using a Google Sheet to send updates from a worksheet to an order in Bright Sites. In the Trigger option you would select Google Sheets and then setup a Trigger Event for when a new row is added. You will need to setup your Google Drive account with Zapier to continue with this setup. Select your account, the spreadsheet, and the specified Worksheet you're using. Once you get to Test Trigger, you will need to add a row into the Google Sheet you're connecting to test.

Next for the Action, search for "Bright Sites" as the app name, and select it. Then choose an Action Event of Update Order. In the Choose Account step, select the store you added under My Apps OR, connect a new store. Next, in the Setup Action step, you'll populate the available fields by adding in "placeholders" that connect from the spreadsheet. For example, you have a column for Order # in your spreadsheet, and you'll want to map that to the Order Number field in the Setup Action step. The same goes for Status, Shipping Date, Tracking Number, and whether or not you want to generate the shipping confirmation email. Finally, choose to test the action and check and see if the order was updated. 

That said, we recommend using the Formatter utility provided by Zapier to control how statuses are formatted. More information on our suggested setup for this is in the Tips & Tricks section below.

Get Shipments

After logging into your Zapier account, to setup a new Zap to Find Shipments for a specific order from your store, you would click Create Zap under your account's Zaps list.

Next, for the trigger, you would set an application to initiate this Zap. In our example, we're setting up a Google Sheet to record an order number, and when that information is added to the sheet, this triggers the action to find that order's shipments in your store. In the Trigger option you would select Google Sheets and then setup a Trigger Event for when a new row is added. You will need to setup your Google Drive account with Zapier to continue with this setup. Select your account, the spreadsheet, and the specified Worksheet you're using. Once you get to Test Trigger, you will need to add a row into the Google Sheet you're connecting to test.

Next for the Action, search for "Bright Sites" as the app name, and select it. Then choose an Action Event of Get Shipments. In the Choose Account step, select the store you added under My Apps OR, connect a new store. Then for the Set up action, set the order number output from your Google Sheet and set whether or not the Zap should continue on if nothing is found. Then click Continue and test your action.

At this point, it would show a response of that order's specific shipment(s) and you could setup an additional step to send that information to another app (e.g. you can set up a step so that the shipment that is found is added as a new row into a Google Sheet).

If you have multiple shipments on one order, you will need to use the "Line Itemizer" tool offered by Zapier to have each shipment appear as its own line item.

Get User Account by ID

After logging into your Zapier account, to setup a new Zap to Get a user account based on its ID from your store, you would click Create Zap under your account's Zaps list.

In our example, we're using a Google Sheet and checking when a new row is added to a worksheet as the Trigger. In the Trigger option you would select Google Sheets and then setup a Trigger Event for when a new row is added. You will need to setup your Google Drive account with Zapier to continue with this setup. Select your account, the spreadsheet, and the specified Worksheet you're using. Once you get to Test Trigger, you will need to add a row into the Google Sheet you're connecting to test.

Next for the Action, search for "Bright Sites" as the app name, and select it. Then choose an Action Event of Get User. In the Choose Account step, select the store you added under My Apps OR, connect a new store. Next, in the Setup Action step select the column of data that should be referenced from the spreadsheet setup as the Trigger. Finally, choose to test the action and check and see if a user's account data was returned. 

From here, you can use Zapier's apps to send that data to someone via email (for example), another system, or even have the data appear on a completely different spreadsheet. 

Tips & Tricks to using Zapier

Formatter: Look Up Table (Statuses)

The above graphic shows a Look Up table for mapping statuses. This is to ensure that the status updates made to orders use the proper format. The above is a suggestion if you are updating orders using Zapier.

Formatter: Text Transformation (Statuses)

The above graphic shows two Formatter steps which will adjust the format of statuses returned. For example, the store will return "in_progress" as the status on an order that is marked "In Progress" in your store, but you can use this Formatter step to have "in_progress" appear as "In Progress" on your spreadsheet where the order line data is added.

Below is our suggested status mapping based on what is returned in Zapier.

Formatter: Line Itemizer (Line Items)

The above graphic shows how to use the Formatter tool from Zapier to create "Line Items" for multiple products within a single order. This allows you to pull specific information from the order data returned so it's formatted to be on single lines. This is our suggested setup and you can of course adjust your settings as you see fit/require.

Filter (stop Zap if condition isn't met)

The above graphic shows how to use the Filter tool from Zapier to add "branching logic" to your Zap. For example, if you need your Zap to only proceed in the instance a user is NOT a guest, you would use this tool to accomplish that.

Formatter: Date/Time (Time Stamps)

The above graphic shows how to use the Formatter tool from Zapier to modify the way the time stamp for an order is returned. The Bright Sites app will return a "programmatic" version of the time zone, but this setup is helpful if you need to convert that to a more "human-readable" format.

*The above walkthroughs are just suggestions and you can use Zapier's tools to customize your zap as you require.

Notes

• If you need assistance on building a Zap, we recommend reaching out to Zapier's support team for assistance.
• We recommend using Zapier's Formatter tool if you need to format the output data from your store into a specific manner. For example, our system sends a price of $29.99 as "29.99" (string), but if you require this to be a "number" format, Zapier's Formatter tool will help you modify the output before it's sent to another app.
• You may need to login to another app's service to build out your Zap. For example, if you're attempting to send data to Salesforce, you will need to login to your Salesforce account.
• For a listing of available Actions/Triggers with the Bright Sites Zapier app, please see this page.