How to Track Customer Purchases from Instamojo to Google Sheets Using Pabbly Connect

Learn how to track customer purchases from Instamojo to Google Sheets with Pabbly Connect. Follow this step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To track customer purchases from Instamojo to Google Sheets, first, you need to access Pabbly Connect. Start by searching for Pabbly Connect in your browser and navigate to the homepage.

On the Pabbly Connect homepage, you’ll find options to either sign in or sign up. New users can sign up for free, while existing users can click on the sign-in button. This process allows you to explore the automation features provided by Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once signed in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow, such as ‘Track Customer Purchases from Instamojo to Google Sheets’.

• Select the workflow folder as Google Sheets.
• You can also create multiple folders to organize your workflows.

After naming your workflow and selecting the appropriate folder, you can proceed to set up the trigger for your automation. This is where Pabbly Connect becomes essential, as it allows you to connect different applications seamlessly.

3. Setting Up the Trigger for Instamojo

In this step, you will set up the trigger by selecting Instamojo as your trigger application in Pabbly Connect. Choose the event as ‘New Sale’ to track customer purchases effectively. Click on the ‘Connect’ button to proceed.

Upon connecting, you will receive a webhook URL. This URL is crucial for linking your Instamojo account with Pabbly Connect. Copy this webhook URL and navigate to your Instamojo account to set it up.

• Log in to your Instamojo account.
• Go to the Payment page settings, and enable the Webhook option.
• Paste the copied webhook URL into the designated field.

After saving the changes, your Instamojo account will be successfully linked to Pabbly Connect, allowing you to receive payment details automatically.

4. Testing the Setup in Pabbly Connect

With your webhook set up, it’s time to test the integration. You will need to make a test payment through Instamojo to generate a response. This response will confirm whether the connection is functioning correctly.

To do this, copy the payment link from your Instamojo account and open it in a new tab. Fill in the necessary customer details and proceed with the payment. Once the payment is successful, return to Pabbly Connect to check the received response.

Ensure you receive a successful payment status in Pabbly Connect. Verify that the response contains all relevant payment details.

Once you have confirmed the successful receipt of data, you can proceed to add the action step that will send this information to Google Sheets.

5. Adding Action Step to Google Sheets

Now it’s time to add the action step to your workflow in Pabbly Connect. Select Google Sheets as your action application and choose the event as ‘Add a New Row’. This will allow you to log payment details into your Google Sheets automatically.

After connecting your Google account, select the specific spreadsheet and sheet where you want to store the payment details. You will need to map the data fields from Instamojo to the corresponding columns in your Google Sheets.

Map fields such as buyer’s name, email, payment ID, amount, and payment status. Ensure that all necessary data is accurately mapped to avoid errors.

After mapping the fields, click on ‘Save & Send Test Request’ to send a test entry to your Google Sheets. Check your spreadsheet to confirm that the new row has been added with the correct payment information.

Conclusion

In this tutorial, you have learned how to track customer purchases from Instamojo to Google Sheets using Pabbly Connect. By following these steps, you can automate the logging of payment details effortlessly, enhancing your financial management without manual effort. This integration not only saves time but also ensures accuracy in tracking your transactions.