Put each order next to the work it creates

Shops and service businesses that sell through Shopify, WooCommerce or Stripe and run the work behind each sale, such as making, fitting, delivering or chasing payment, somewhere their store can't see.

  • Shopify: import orders, products and customers, and adjust stock from an automation
  • WooCommerce: import orders, products and registered customers with a read-only key
  • Stripe: import customers, subscriptions, invoices and payments
  • Stripe: create payment links and customers from an automation
  • Up to 10,000 records a table per import
  • Importing again updates the same tables, and Keep in sync runs it hourly or daily
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THE OPTIONS

Stores and payments, side by side

Shopify

Import orders, products and customers, and adjust stock levels from an automation.

Import Sync Actions
  • Adjust stock levelAdds to or subtracts from the available stock of one inventory item at one location. Use a negative number to reduce stock. Returns the stock level after the change.
Everything Shopify does

WooCommerce

Import orders, products and customers from your WooCommerce store.

Import Sync

Stripe

Import customers, subscriptions, invoices and payments — and create payment links from an automation.

Import Sync Actions
  • Create a payment linkCreates a reusable Stripe payment link for a one-off amount. Returns the payment link.
  • Create a customerAdds a customer to Stripe so later invoices and payments attach to them. Returns the new customer's Stripe id.
Everything Stripe does
HOW TO DO IT

How to set it up

I want to track the work behind each WooCommerce order

Import the orders to get the backlog in, and keep them in sync if new ones should follow. The work goes on records of your own that link to them: the order stays a fact about the sale; the job carries your process.

  1. Make a REST API key in WordPress with Read permission It is under WooCommerce, then Settings, then Advanced, then REST API. Copy the consumer secret before closing the page, because WordPress shows it once.
  2. Connect WooCommerce with the shop's https address and both keys Press Save & verify, then under Import data choose Orders, and Products if the work depends on what was bought.
  3. Create a Jobs table with a link to the orders table Give Jobs the statuses your work really goes through, a People field for who is doing it, and a due date.
  4. Add a job for each order that needs work Pick the order in the job's Order field. The order then lists its jobs when you open it, so anyone looking at the sale can see the work behind it.

You'll know it worked: Open an order with a job and check the job is listed on it. Then filter Jobs by status and check the count matches what the team says is on the bench.

I want each customer's orders linked to them

The store import names the customer on every order instead of linking it. One conversion turns those names into links, and each customer then shows their orders.

  1. Import Orders and Customers from Shopify or WooCommerce They arrive as two tables with no link between them yet. Each order carries its customer's name as text.
  2. Use Convert to Relation… on the orders table's Customer field, pointing at the customers table Each order is linked to the customer with that name, ignoring case, and an order whose name matches nobody keeps its text. Later imports go on filling the column the same way for the orders they add, so a new order finds its customer by name; one naming nobody, or a name two customers share, arrives unlinked and is named in the run's report.
  3. Add a rollup on the customers table that totals the linked orders Sum each customer's order totals, or count their orders. Filters and reports can then find your biggest or quietest customers.

You'll know it worked: Open a customer you know and check their orders are listed. Orders still showing a plain-text name are guest checkouts or names that differ between order and account; link those by hand or leave them.

WHAT IT FIXES

The three things that actually go wrong

A store's order statuses describe payment and shipping. Cut, engraved, waiting on stock, with the fitter: the steps your business actually runs have nowhere to live, so they end up in a spreadsheet beside the store.

Import the orders, then track your own steps on a Jobs table that links to them. A board of job statuses shows the real state of the week, and each order lists the work behind it.

An import arrives as separate lists: orders in one table, customers in another, with the buyer's name typed on each order and no link between them.

Convert to Relation… turns the name on each order into a real link to the customers table, matching by name and leaving anything it can't match as typed. Each customer then lists their orders, and a rollup can total them.

A store dashboard answers the store's questions. Which product causes the most remakes, or how long an order waits for a fitter, aren't among them.

Once orders and your own work records are linked, those questions are ordinary filters and reports over tables you control, not an export rebuilt every month.

One automation worth building

When an order's status becomes dispatched…

  1. Adjust the product's stock in Shopify by the quantity sent
  2. Email the customer the tracking number from your own domain
  3. Set the linked job's Status to Done
QUESTIONS

Before you start

Which should I connect if I use both a store and Stripe?

Both, for different tables. The store knows orders, products and who bought what. Stripe knows subscriptions, invoices and payments, including any that never went through the store, and it names each customer by email address. Import what each one is the authority on, rather than the same customers twice.

Do new orders appear by themselves?

They can, on a schedule. Importing again adds new orders to the same table and updates changed ones, matched on the store's or Stripe's own IDs, and Keep in sync runs that hourly or daily for each connection. A Shopify store without the wider order permission only ever shows an import the last 60 days. Work that has to start the moment somebody checks out needs something that listens, and an import doesn't.

What does the WooCommerce connection need?

Your shop's address, which must start with https, and a REST API key made in WordPress under WooCommerce, then Settings, then Advanced, then REST API. Read permission is enough, because RowFold only reads from Woo. Paste the consumer key and the consumer secret, which WordPress shows once, and press Save & verify.

Why are some WooCommerce customers missing?

Guest checkouts aren't customers in WooCommerce's sense: only people with an account on the shop appear in its customer list, and the import brings that list. Guest orders still come across in the orders table, with the buyer's name and email on each order, so nobody's order is lost.

Can RowFold change anything in my store?

Only through actions you put in an automation. Shopify can adjust a product's stock level, and Stripe can create a payment link or a customer. WooCommerce is read-only. Imports never write back to any of them, so importing can't change an order, a price or a customer record.

Describe yours and watch it build

There is no template to wait for. Type a sentence about what you run and RowFold assembles the tables, links, views and dashboard around it — then you change whatever does not fit.

Start free Free for 30 days. Then $29/month per editor, with unlimited free read-only viewers.