How it works

Follow these 4 simple steps to start sending POS order details to Google Sheets automatically

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POS Order Created

App connector: Shopify Retail POS • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger starts the entire workflow whenever someone makes a purchase at your physical store location, capturing the order data that will be sent to your spreadsheet.

This step automatically detects when a new POS order is created in your Shopify store and captures all the order information including customer details, line items, pricing, and payment data.

No configuration is needed. MESA monitors your POS system continuously and triggers this workflow immediately when an order is placed. The captured order data gets passed to the next step for processing.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets your store's basic information to provide context for the order data and ensure proper formatting in your spreadsheet.

This action automatically pulls your shop's details including the store name and domain information from Shopify. The shop data helps create proper links back to your Shopify admin and provides store context for the order records.

Loop

App connector: Loop • Time to complete: 1 minute
Why this matters: This step processes each individual product in the POS order separately, creating one spreadsheet row per item purchased instead of lumping everything together.

The loop step takes the line items from the POS order and processes each product individually, allowing you to track inventory movement and sales at the product level. MESA automatically iterates through every item in the order, extracting details like product title, SKU, price, and quantity for each one.

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Add Row

App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This step actually creates the spreadsheet entries with your POS data, formatted exactly how you want to see it for tracking sales and inventory.

This action creates a new Google Sheets spreadsheet (with the name you specify) and adds a row for each line item from your POS orders. You'll configure which columns to include from options like order date, customer email, product title, SKU, price, payment method, and location ID. The default selection includes all available fields, but you can uncheck any columns you don't need. You'll also set your spreadsheet name during setup - choose something descriptive like "POS Sales Tracking 2024" or "Store Location Orders."

Make it your own

Customize this workflow even further:

Schedule weekly sales reports
Add email steps to automatically send your team a summary of POS sales data every Friday, pulling from the Google Sheets data this workflow creates.
Filter by high-value orders
Add conditions to only track POS orders above a certain dollar amount, helping you focus on your most important in-store transactions.
Sync with inventory management
Connect additional steps that update inventory levels or reorder points in your warehouse management system based on POS sales patterns.
Create customer follow-up campaigns
Chain email marketing actions that automatically send thank-you messages or product recommendations to customers who made POS purchases.

Frequently asked questions

Will this create a separate row for each product in multi-item orders?
Yes, the Loop step processes each line item individually, so if someone buys 3 different products in one POS transaction, you'll get 3 separate rows in your spreadsheet - one for each product with its own pricing and details.
Can I track sales from multiple store locations in the same spreadsheet?
Absolutely. The workflow includes a "POS Location ID" field that identifies which physical location each sale came from, so you can filter and analyze performance across all your store locations in one sheet.
What happens if my Google Sheets spreadsheet gets deleted or corrupted?
The workflow will automatically create a new spreadsheet with your specified name the next time a POS order comes in. However, you'll lose historical data, so consider making regular backups of important sales tracking spreadsheets.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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