Learn how to automate the addition of multi-currency payment details from Pabbly Connect to Google Sheets using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Multi-Currency Payments
To begin integrating multi-currency payment details from Pabbly Subscription Billing to Google Sheets, first access Pabbly Connect. Go to your browser and enter the URL: Pabbly.com/connect. If you don’t already have an account, you can create one for free by clicking on ‘Sign Up Free’. If you have an existing account, simply click on ‘Sign In’.
Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on ‘Create Workflow’, name it something like ‘Pabbly Subscription Billing to Google Sheets’, and then click on ‘Create’. You are now set to automate the payment details integration.
2. Configuring the Trigger in Pabbly Connect
In the workflow you just created, you’ll see two windows: the trigger window and the action window. Start with the trigger window. Here, you need to choose the app, which will be Pabbly Subscription Billing. Select it and then choose the trigger event as ‘Successful Payment’. This event captures the details of successful payments made through your multi-currency accounts.
- Select ‘Pabbly Subscription Billing’ as the app.
- Choose ‘Successful Payment’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
This webhook URL is essential for linking your payment accounts to Pabbly Connect. You will need to paste this URL into each of your currency accounts in Pabbly Subscription Billing.
3. Linking Currency Accounts to Pabbly Connect
Now, navigate to your Pabbly Subscription Billing dashboard and go to the ‘Products’ section. For each currency account (e.g., USD, INR, GBP), click on the settings and navigate to the webhook settings. Click on ‘Add Webhook’ and give it a descriptive name, like ‘PHP Course to Pabbly USD’ for USD payments.
- Enter the copied webhook URL.
- Select the product for which you want to receive payment details.
- Choose the plan associated with the product.
- Select ‘Successful Payment’ as the event.
Repeat this process for each currency account. Once done, Pabbly Connect will capture payment details from all accounts whenever a successful payment occurs.
4. Testing the Integration with a Dummy Payment
After linking your currency accounts, it’s time to test the integration. Make a dummy purchase using a test payment method. For example, if you’re testing the GBP account, go to the checkout page, fill in the customer details, and complete the order using a test card.
Once the payment is processed, return to Pabbly Connect and check if the successful payment details are captured. You should see transaction details such as date, amount, currency code, and customer information. This confirms that your integration is working correctly and that Pabbly Connect is receiving data from Pabbly Subscription Billing.
5. Adding Payment Details to Google Sheets
Now that you have confirmed that Pabbly Connect is capturing payment details, the next step involves adding this data to Google Sheets. In the action window of your workflow, select Google Sheets as the app and choose ‘Add New Row’ as the action event.
Connect your Google Sheets account to Pabbly Connect. After connecting, select the spreadsheet where you want to store payment details. You will need to map the fields from the payment details captured by Pabbly Connect to the respective columns in your Google Sheets. Make sure your sheets are named according to the currency codes (e.g., USD, INR, GBP) for proper mapping.
Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to send a test entry to your Google Sheets. If successful, you will see the payment details appear in the designated sheet, confirming that your automation is complete.
Conclusion
In this tutorial, we demonstrated how to automate the integration of multi-currency payment details from Pabbly Subscription Billing to Google Sheets using Pabbly Connect. By following these steps, you can streamline your payment data management across different currencies efficiently.
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