The "paid with" field does not synch to the Google Sheet that's linked to my form. How can I capture the payment method the customer has selected? This is important for reconciling payment has been received. Thanks!
Hi Amira, if you sync the Google Forms responses, only the responses recorded in Google Forms will be synced to Google Sheets; the order status, payment status will not be included in this Google Sheets. You can use the payment status report in Neartail to reconcile payments or export Neartail order lineitems data to Google Sheets.
Sync Google Forms responses to Google Sheets
Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response. The responses will be synced in real time.
Export order line items data from Neartail Reports
If you used the Neartail templates to create your order form, then you can sync the data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. The responses will be synced to Sheets ONLY when you click on the Export button in Neartail. This includes order status, payment status & more.
When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount, order status, payment status and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column.
Comments (1)
Dec 1, 2023
Hi Amira, if you sync the Google Forms responses, only the responses recorded in Google Forms will be synced to Google Sheets; the order status, payment status will not be included in this Google Sheets. You can use the payment status report in Neartail to reconcile payments or export Neartail order lineitems data to Google Sheets. Sync Google Forms responses to Google Sheets Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response. The responses will be synced in real time. Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you can sync the data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. The responses will be synced to Sheets ONLY when you click on the Export button in Neartail. This includes order status, payment status & more. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount, order status, payment status and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column.
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