How to Add Stripe Customers to MS Excel Using Pabbly Connect

Learn how to seamlessly integrate Stripe customers into MS Excel using Pabbly Connect with this step-by-step tutorial. Perfect for automating your customer records! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and Excel Integration

To integrate Stripe customers into MS Excel, you first need to set up Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, navigate to your dashboard where you’ll find a prominent blue button labeled ‘Create Workflow’. Click on this button to begin creating your integration.

Next, name your workflow something descriptive, like ‘Add Stripe Customers to MS Excel’. After naming, click on the ‘Create’ button, and a blank workflow will be generated. This is where you will set up the trigger and action for your automation using Pabbly Connect.

2. Configuring the Stripe Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Your trigger application will be Stripe, specifically the event of a new customer being created. To do this, go to your Stripe account, click on ‘Developers’ at the top, and select ‘Webhooks’ from the options.

• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the Stripe webhook settings.
• Set the event to ‘customer.created’ to trigger the workflow.
• Click ‘Add Events’ to finalize the webhook setup.

After setting up the webhook, you will see a message indicating that it’s waiting for a response. This means you need to create a new customer in Stripe to test the integration.

3. Adding a New Customer in Stripe

With the webhook set up, the next step is to add a new customer in Stripe. Go back to your Stripe dashboard, click on ‘Customers’, and select ‘Add Customer’. Fill in the required fields such as name, email address, and any other relevant details.

Once you have entered the customer details, click on the ‘Add Customer’ button. This action will trigger the webhook you set up earlier. As a result, Pabbly Connect will receive the customer information, which can now be used to populate your Excel sheet.

4. Configuring the MS Excel Action in Pabbly Connect

After successfully receiving the customer data in Pabbly Connect, it’s time to set up the action to add this information to MS Excel. Choose ‘Microsoft Excel’ as your action application and select the event ‘Add Row to Worksheet’.

• Connect your Microsoft Excel account to Pabbly Connect.
• Select the workbook where you want to add the customer details.
• Map the fields from the Stripe response to the corresponding columns in Excel.

Once you have mapped the fields, click on ‘Save and Send Test Request’. This will send the data to your Excel sheet, adding a new row with the customer details you just created in Stripe.

5. Verifying the Excel Integration

Finally, it’s time to verify that the integration works as expected. Go to your MS Excel workbook and refresh the page. You should see the new customer details populated in the designated columns, confirming that Pabbly Connect has successfully added the Stripe customer information.

This automation saves you the hassle of manually entering customer data into your Excel sheet, enhancing your workflow efficiency. You can now share this Excel sheet without compromising the security of your Stripe account credentials.

Conclusion

In this tutorial, we explored how to integrate Stripe customers into MS Excel using Pabbly Connect. By following these steps, you can automate the process of keeping track of your customers efficiently. This integration not only streamlines your workflow but also ensures that sensitive information remains secure.