# Send orders to Google Sheets

> Connect your Google account and add every successful payment as a new row in a Google Sheet, using an automation.
>
> Source: https://docs.bcl.my/google-sheets/

With Google Sheets connected, BCL can add a row to your spreadsheet for every successful payment, so your orders sit in a sheet you can sort, share and total. This is done with an automation, not in the form's settings.

You need a Google account and a spreadsheet with your column headings in row 1, for example **Date**, **Order Number**, **Name**, **Email**, **Phone**, **Amount**, **Payment Method** and **Form**.

## Connect your Google account

You connect Google once for your whole team.

1. Go to **Platform Setup** → **Integrations** and open the **Google** tab.
2. Under **Google Sheets Integration**, click **Connect Google Account** and sign in to Google.
3. Google asks what BCL may access. Tick **See, edit, create, and delete only the specific Google Drive files you use with this app**, then click **Continue**. BCL can then open only the spreadsheets you pick, not the rest of your Drive.

   *(Screenshot: Google's consent screen with the Drive files permission highlighted)*

4. Back in BCL, the tab shows that Google Sheets is **Connected**, with the **Connected Account** and **Connected Since** date. **Test Connection** checks it again later, and **Disconnect** removes it.

   *(Screenshot: The Google tab showing the connected account)*

## Add each payment to your sheet

The quickest start is the **Google Sheets Transaction Log** template:

1. Go to **Automations**, click **Templates**, and click **Use Template** on **Google Sheets Transaction Log**.

   *(Screenshot: The Google Sheets Transaction Log template with Use Template highlighted)*

2. BCL creates the automation with a **Payment Success** trigger and an **Append to Sheet** node, and opens it. Click **Rename** to give it your own name.
3. To use it for some forms only, open the **Payment Success** trigger, choose a **Payment Source Type** and pick the forms under **Specific Form**, then click **Save Trigger**.
4. Click the **Append to Sheet** node, then the gear button under it.
5. Under **Spreadsheet**, click the folder button and choose your spreadsheet in the Google window. Then choose the **Sheet** (the tab in your spreadsheet). If your columns do not show, click the refresh button next to **Sheet**.

   *(Screenshot: The Google Sheets Action Settings with the Spreadsheet and Sheet fields highlighted)*

6. Under **Column Values**, BCL lists each heading from row 1. Enter what goes in each column, such as `{payment_date}`, `{order_number}`, `{name}`, `{email}`, `{phone}`, `{amount}`, `{payment_method}` and `{form_title}`. Click **Variables** to pick them from a list.

   *(Screenshot: The Column Values section with a variable for each column)*

7. Click **Test Append Row** to add a row with sample data and check the layout, then click **Save Google Sheets**.
8. Click **Update Automation**, then **Activate**.

From now on, every successful payment on the chosen forms adds a row to the sheet:

*(Screenshot: The spreadsheet with a new row for a Kopi Kampung Coffee Beans order)*

## Update a row instead

To keep one row per order and change it as the order moves on, set **Action Type** to **Update Row**. Under **Lookup Settings**, choose the **Lookup Column** that holds the order number and enter `{order_number}` as the **Lookup Value**. Turn on **Create row if not found** to add orders that are not in the sheet yet. Under **Update Values**, click **Add Column** for each column to change and enter its new value, such as `{payment_status}`. The **Google Sheets Update Status** template sets this up with the **Transaction Status Changed** trigger.

## Tips

A tidy sheet saves work later:

- **Do not move or insert columns later.** BCL saves each value against a column letter, so moving a column sends data to the wrong place. After any change to row 1, click the refresh button and check **Column Values**.
- **Use one tab per purpose.** For example, one sheet tab for coffee bean orders and another for class deposits, each with its own automation and form filter.
- **Share the sheet, not your BCL login.** Staff who only need the order list can work from the sheet.
- **Check the history if rows stop appearing.** Open the automation and click **Overview**. A disconnected Google account shows up there as a failed action. See [Check an automation's history](/automation-history/).

## Common issues

### How do I connect my payment form or event form to Google Sheets?

Google Sheets is not a form setting. Connect your Google account under Platform Setup → Integrations → Google, then create an automation with a Google Sheets action. Each payment is added as a new row.

### Why does BCL only see some of my Google Drive files?

BCL only asks for access to the files you pick. Choose your spreadsheet with the folder button in the Spreadsheet field; BCL cannot see the rest of your Drive.

### My columns do not appear in the Google Sheets action. What is wrong?

BCL reads the column names from the first row of the sheet. Type your headings in row 1, then click the refresh button next to Sheet.