How to Add Stripe Payment Details to MS Excel Using Pabbly Connect

Learn how to automate the addition of Stripe payment details to MS Excel using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Stripe and MS Excel Integration

To begin the integration process between Stripe and MS Excel, you need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly website and creating a free account if you are a new user. Existing users can log in directly to access the dashboard.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, you can name it ‘Stripe to MS Excel Automation’. After naming, click on the create button to proceed. This will set the stage for your automation process using Pabbly Connect.

2. Setting Up the Trigger for Stripe Payment in Pabbly Connect

In this step, we will set up the trigger event for Stripe within Pabbly Connect. Select Stripe as the application and choose the trigger event as ‘New Charge’. This means that every time a payment is received, it will trigger the automation. A unique webhook URL will be generated for you to connect Stripe with Pabbly Connect.

• Choose Stripe as the application.
• Select the trigger event as New Charge.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Stripe account and navigate to the webhook settings. Here, you will add the copied webhook URL. Click on the ‘Add Endpoint’ button, paste the URL, and select the event ‘Charge Succeeded’. This ensures that every successful payment will notify Pabbly Connect to log the details.

3. Testing the Stripe Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Go back to your Stripe payment gateway and create a test payment. Use the test card details provided by Stripe. Enter the necessary customer information such as name, email, and address, then proceed to make the payment.

Once the payment is processed, check Pabbly Connect to see if the response is received. You should see all the relevant details captured, including customer name, email, payment amount, and more. This confirms that the connection between Stripe and Pabbly Connect is successful.

4. Adding Payment Details to MS Excel via Pabbly Connect

Now that Stripe is successfully integrated with Pabbly Connect, the next step is to add the payment details to MS Excel. Select Microsoft Excel as the second application and choose the action event ‘Add Row to Worksheet’. This allows you to input the payment details into your Excel sheet automatically.

• Select Microsoft Excel as the application.
• Choose the action event as Add Row to Worksheet.
• Connect your Microsoft Excel account with Pabbly Connect.

Choose the appropriate workbook from your OneDrive where you want to store the payment details. Map the columns in your worksheet with the data received from Stripe. This includes customer name, email, and payment amount. Once all fields are mapped, click on ‘Save and Send’ to finalize the integration.

5. Automating Your Workflow with Pabbly Connect

With the integration complete, Pabbly Connect will automatically handle the data transfer. Whenever a payment is received through Stripe, the details will be instantly added to your MS Excel worksheet without any manual intervention. This automation saves time and ensures accurate record-keeping.

Once set up, you don’t need to keep Pabbly Connect open; it will run in the background. This allows you to focus on other aspects of your business while the automation takes care of logging payment details. If you need to clone this workflow, a shareable link is provided for easy duplication.

Conclusion

In this tutorial, we explored how to automate the addition of Stripe payment details to MS Excel using Pabbly Connect. This integration streamlines your workflow, ensuring that payment records are maintained accurately and efficiently.