Integrate Instamojo Payment Details to MS Excel with Pabbly Connect

Learn how to automate the integration of Instamojo payment details into MS Excel using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instamojo Integration

To start adding Instamojo payment details to MS Excel automatically, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. Visit the Pabbly Connect website and sign up for a free account if you are a new user.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the blue ‘Create Workflow’ button. Give your workflow a name, such as ‘Instamojo to MS Excel Automation’, and click on ‘Create’ to proceed.

2. Setting Up Trigger with Instamojo in Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. For this integration, select Instamojo as your trigger application. The trigger event you need to choose is ‘New Sale’. This means that every time a new payment is received through Instamojo, it will trigger the workflow.

• Select Instamojo from the list of applications.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log in to your Instamojo account and create a new payment link. Make sure to select the smart link option and paste the copied webhook URL into the designated area. This establishes the connection between Instamojo and Pabbly Connect.

3. Testing the Instamojo Trigger in Pabbly Connect

Once the webhook URL is set in Instamojo, it’s time to test the trigger. Make a test payment using the payment link you created. This will generate a new sale event, which should be captured by Pabbly Connect. After the payment is processed, go back to your Pabbly Connect dashboard and check for the webhook response.

If the connection is successful, you will see the payment details including the payment ID, customer name, and amount. This indicates that your Instamojo account is correctly linked with Pabbly Connect and is ready to pass data to the next step.

4. Fetching Payment Details from Instamojo

To retrieve complete payment details from Instamojo, you need to add another action step in Pabbly Connect. Select Instamojo again and choose ‘Get Payment Details’ as the action event. This step is crucial for obtaining all necessary transaction information.

• Connect your Instamojo account by entering your API key and auth token.
• Map the payment ID you received from the trigger step to fetch specific transaction details.
• Ensure all fields are filled correctly to avoid errors.

After successfully mapping the payment ID, run a test to confirm that all details are fetched accurately. You should see the buyer’s name, email, phone number, amount, and currency in the response. This confirms that your integration is functioning as intended with Pabbly Connect.

5. Adding Payment Details to MS Excel via Pabbly Connect

With all payment details fetched, the final step is to add this information to MS Excel. In your Pabbly Connect workflow, select Microsoft Excel as the action application. Choose the action event as ‘Add Row’. This will allow you to insert the payment details into your specified Excel sheet.

Connect your Microsoft Excel account by authorizing Pabbly Connect. Once connected, select the workbook and sheet where you want the payment details to be stored. Finally, map the fields from the previous steps to the respective columns in your Excel sheet, such as customer name, email, phone number, and amount.

After mapping the fields, send a test request to ensure that the data is added to your Excel sheet successfully. Once confirmed, you can now automate the process of adding Instamojo payment details to MS Excel without any manual effort, thanks to Pabbly Connect.

Conclusion

Using Pabbly Connect, you can easily automate the integration of Instamojo payment details into MS Excel. This setup not only saves time but also ensures accuracy in your payment records. With just a few steps, you can streamline your financial management process.