Python script for synchronizing CRM SalesDrive with Google Sheets
The client needed to automate the transfer of order data from the CRM SalesDrive to Google Sheets for financial accounting. Manual transfer took a lot of time and led to errors.
The solution was to develop a backend script in Python that works through Webhook. The system automatically tracks changes in order statuses in the CRM. As soon as the manager changes the status to "Shipped" or "Sale," the data is instantly sent to the spreadsheet.
Functionality:
- Instant response. Use of Webhooks technology to receive data in real-time.
- Filtering. The script only responds to target statuses (for example, successful sale), ignoring others.
- Detailing. Complete information is sent to the spreadsheet: date, article, product parameters, quantity, cost price, and sale price.
- Security. Operation is configured through secure API keys with access rights segregation.
Technologies used:
- Python 3 (Flask)
- SalesDrive API
- Google Sheets API (gspread)
- JSON / REST API
The result is complete automation of the process. The client no longer needs to manually copy data, saving up to 5-10 hours of the manager's work per month and eliminating the human factor.
The solution was to develop a backend script in Python that works through Webhook. The system automatically tracks changes in order statuses in the CRM. As soon as the manager changes the status to "Shipped" or "Sale," the data is instantly sent to the spreadsheet.
Functionality:
- Instant response. Use of Webhooks technology to receive data in real-time.
- Filtering. The script only responds to target statuses (for example, successful sale), ignoring others.
- Detailing. Complete information is sent to the spreadsheet: date, article, product parameters, quantity, cost price, and sale price.
- Security. Operation is configured through secure API keys with access rights segregation.
Technologies used:
- Python 3 (Flask)
- SalesDrive API
- Google Sheets API (gspread)
- JSON / REST API
The result is complete automation of the process. The client no longer needs to manually copy data, saving up to 5-10 hours of the manager's work per month and eliminating the human factor.