Instant Razorpay Payments to Excel — Track Every Sale Automatically!

Learn how to automate Razorpay payments to Excel using Pabbly Connect. Track every sale automatically with this step-by-step tutorial. 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 Automation

To start automating Razorpay payments to Excel, first, you need to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are new, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will link Razorpay with Excel. This integration will allow you to automatically track every sale without manual input.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on ‘Create Workflow’. You will see options to choose between the classic and beta versions of the workflow builder. Select the classic version for familiarity.

• Name your workflow: ‘Instant Razorpay Payments to Excel’.
• Select a folder for organization, such as ‘Excel Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created. The next step is to set up the trigger application, which will be Razorpay, and the action application, which will be Microsoft Excel. This setup will ensure that every new payment captured in Razorpay is recorded in Excel.

3. Setting Up Razorpay as the Trigger Application

In your new workflow, select Razorpay as the trigger application. This means that the workflow will start whenever there is a new payment captured. Choose the trigger event as ‘Payment Captured’.

To connect Razorpay with Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect, allowing data to flow seamlessly.

• Log into your Razorpay account and navigate to the settings.
• Under Webhooks, click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect and select ‘Payment Captured’ as the active event.

Once the webhook is set up, you will see a message indicating that the webhook has been saved successfully. This connection is crucial as it allows Razorpay to send payment data to Pabbly Connect.

4. Adding Microsoft Excel as the Action Application

Now that Razorpay is set as the trigger, the next step is to add Microsoft Excel as the action application in your workflow. Choose the action event as ‘Add Row to Worksheet’.

To connect Excel with Pabbly Connect, you will need to authenticate your Microsoft account. Click on ‘Connect’ and select your account, granting the necessary permissions for data access.

Select the workbook you want to use, such as ‘Order Details’. Map the fields accordingly: First Name, Last Name, Phone, Email, Amount, and Status. Use the data from the Razorpay response to fill these fields dynamically.

This mapping ensures that every new payment details are automatically added to your Excel sheet whenever a transaction occurs in Razorpay.

5. Testing the Integration and Finalizing

After setting everything up, it’s time to test the integration. Perform a test payment in Razorpay to see if the details are correctly captured in Excel. This step validates that your workflow is functioning as intended.

Once you complete the test payment, check your Excel workbook. You should see all the details populated correctly, including First Name, Last Name, Phone Number, Email Address, Amount, and Status.

With the successful test, your automation is complete. Now, every time you receive a new payment through Razorpay, Pabbly Connect will ensure that the details are automatically logged in your Excel sheet, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of tracking Razorpay payments directly into Excel. This integration allows you to manage sales efficiently and without manual effort. By following the steps outlined, you can ensure every payment is recorded instantly.