How to Add New Sales from Razorpay to Google Sheets Automatically Using Pabbly Connect

Learn how to automate adding new sales from Razorpay to Google Sheets automatically using Pabbly Connect. Follow this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Razorpay and Google Sheets Integration

Pabbly Connect is an excellent automation tool that helps integrate different applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the process of adding new sales from Razorpay to Google Sheets.

This integration allows you to track every successful payment made through Razorpay directly in your Google Sheets, making your sales data readily available without manual entry. By using Pabbly Connect, you can ensure that your payment details are logged automatically, enhancing your workflow efficiency.

2. Accessing Pabbly Connect for Automation

To get started with the integration, first, you need to access Pabbly Connect. Open a new tab in your browser and navigate to pabby.com/connect. Once on the homepage, you can either sign up for a free account or log in if you already have one.

After signing in, you will land on the Pabbly Connect dashboard. Here, you can manage all your automation workflows. Click on the ‘Create Workflow’ button located on the right-hand side to begin setting up your integration with Razorpay and Google Sheets.

3. Creating the Workflow in Pabbly Connect

In the workflow creation dialog, give your workflow a name, such as ‘Add New Sales from Razorpay to Google Sheets Automatically.’ Choose a folder for your workflow, then click on the ‘Create’ button to proceed. This step is crucial as it sets up the framework for your automation.

Next, you need to set the trigger for your workflow. Click on the plus button and select Razorpay as your trigger application. Choose the event as ‘Payment Captured’ and click on the ‘Connect’ button. This action generates a webhook URL that will link Razorpay with Pabbly Connect.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the event.
• Click on ‘Connect’ to generate the webhook URL.

Copy the generated webhook URL and paste it into your Razorpay account under the developers section to complete the setup. This allows Razorpay to communicate payment data to Pabbly Connect.

4. Setting Up Google Sheets to Receive Data

Once the webhook is configured in Razorpay, return to Pabbly Connect. The next step is to add an action step to your workflow. Click on the plus button again and select Google Sheets as your action application. Choose the event as ‘Add New Row’ and click on ‘Connect’.

You’ll have the option to create a new connection or use an existing one. If creating a new connection, select the ‘Sign in with Google’ option and authorize Pabbly Connect to access your Google Sheets. After successfully connecting, select the spreadsheet where you want to log the payment details.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect to Google Sheets by signing in.

Map the fields from Razorpay to the corresponding columns in Google Sheets, such as payment ID, name, email, city, and pin code. This mapping ensures that the correct data is entered into your spreadsheet automatically whenever a payment is captured.

5. Testing the Integration and Finalizing the Workflow

After setting up the mapping, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send a test payment to Razorpay, and if everything is configured correctly, you should see the payment details reflected in your Google Sheets.

Once the test is successful, save your workflow. This finalizes the automation, ensuring that every successful payment recorded in Razorpay is automatically logged into your Google Sheets. This setup significantly reduces manual work and keeps your sales records updated in real-time.

With Pabbly Connect, you can easily integrate multiple applications, making your business operations smoother and more efficient. If you run an online business, this automation will help you keep track of your financial activities seamlessly.

Conclusion

This tutorial demonstrated how to automate adding new sales from Razorpay to Google Sheets using Pabbly Connect. By following the steps outlined, you can ensure that your payment details are logged automatically, enhancing efficiency in your online business operations.