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

Learn how to automate adding Razorpay payment details to MS Excel using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Razorpay and MS Excel Integration

To begin automating the process of adding Razorpay payment details to MS Excel, you first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect website and creating a free account. Once logged in, you will access the dashboard where you can create your workflow. Follow these steps:

• Go to the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., Razorpay to MS Excel).

After naming your workflow, you will see two sections: Trigger and Action. This setup will allow you to specify that when a payment is captured in Razorpay, the details will be added to MS Excel using Pabbly Connect.

2. Configuring the Trigger App: Razorpay

In this step, you will configure Razorpay as the trigger app in your Pabbly Connect workflow. Select Razorpay from the list of applications and set the trigger event to ‘Payment Captured’. This ensures that every time a payment is made, the workflow is activated.

After selecting Razorpay, you will receive a webhook URL. This URL is crucial for connecting Razorpay to Pabbly Connect. Follow these instructions:

• Log into your Razorpay account and navigate to the settings.
• Go to the Webhooks section and click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect and set the trigger event to ‘Payment Captured’.

Once the webhook is created, you can proceed to test it by making a dummy payment through Razorpay. This will allow Pabbly Connect to capture the payment details successfully.

3. Testing the Webhook Response from Razorpay

After setting up the webhook in Razorpay, it’s time to test the integration with Pabbly Connect. You need to make a test payment to ensure that Razorpay sends the payment details back to Pabbly Connect.

Perform the following steps to test the webhook:

Open your Razorpay payment page. Make a dummy payment using the provided test card details. Check Pabbly Connect to see if the webhook response captures the payment details.

Once the payment is successful, you should see the payment details reflected in Pabbly Connect. This confirms that Razorpay is correctly communicating with Pabbly Connect.

4. Adding MS Excel as the Action App

Now that Razorpay is set up as the trigger app, the next step is to add MS Excel as the action app in your Pabbly Connect workflow. This action will automatically add the payment details to your designated Excel sheet whenever a payment is captured.

Select MS Excel from the list of applications and choose the action event ‘Add Row to Worksheet’. You will then need to connect your Microsoft account with Pabbly Connect to allow access to your Excel files. Follow these steps:

Click on ‘Connect’ and authorize Pabbly Connect to access your MS Excel account. Select the workbook where you want to add the payment details. Map the fields from the Razorpay response to the corresponding columns in your Excel sheet.

After mapping the fields, click on ‘Save and Send Test Request’. This will add a new row in your Excel sheet with the payment details captured from Razorpay through Pabbly Connect.

5. Conclusion: Automating Razorpay Payments to MS Excel with Pabbly Connect

By following this tutorial, you have successfully set up an automated workflow that adds Razorpay payment details to MS Excel using Pabbly Connect. This integration allows for efficient tracking of payments without manual entry.

Now, every time a payment is made through Razorpay, the details will automatically populate in your Excel sheet. This not only saves time but also minimizes the risk of errors associated with manual data entry. With Pabbly Connect, you can focus on growing your business while the automation takes care of the data management.

For any questions or further automation needs, feel free to reach out through the Pabbly Connect support forum. Enjoy the benefits of automation!