How to Create QuickBooks Customer on Razorpay Payment Using Pabbly Connect

Learn how to create a QuickBooks customer automatically when receiving payments through Razorpay using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Razorpay and QuickBooks Integration

In this section, we will introduce Pabbly Connect as the essential tool for integrating Razorpay and QuickBooks. Pabbly Connect allows users to automate tasks by connecting different applications seamlessly. By using Pabbly Connect, you can ensure that every payment received through Razorpay automatically creates a new customer entry in your QuickBooks account.

To get started, visit the Pabbly Connect homepage and sign in or create a new account. Once logged in, you can access the dashboard where you can create workflows that link Razorpay and QuickBooks. This automation will save you time and reduce manual data entry errors.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow, for example, ‘Create QuickBooks Customer on Razorpay Payment.’ Select a folder for organization purposes, or create a new folder if necessary.

• Click on the ‘Create’ button to initiate the workflow.
• Define the trigger by selecting Razorpay as the application.
• Choose the trigger event as ‘Payment Captured’ to capture payment details.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Razorpay to Pabbly Connect. Make sure to copy this URL for the next steps in the setup process.

3. Setting Up Razorpay for Webhooks

In this section, we will configure Razorpay to send payment details to Pabbly Connect. Log in to your Razorpay account and navigate to ‘Account and Settings’. Under the ‘Website and App Settings’ section, find the option for ‘Webhooks’ and click on it.

• Click on the ‘Add New Webhook’ button.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the event ‘Payment Captured’ to receive relevant payment details.

After setting the webhook, enable it to start receiving responses from Razorpay. This connection allows Pabbly Connect to capture payment data automatically whenever a new payment is processed through Razorpay.

4. Testing the Integration with a Sample Payment

Now that Razorpay is configured, it’s time to test the integration. Make a test payment using the Razorpay payment page. Fill in the required customer details such as name, email, and phone number, and select a payment method, like UPI.

Once the payment is successfully processed, return to Pabbly Connect to check if the webhook received the data. You should see the payment details, including the order ID, customer name, email, and phone number. This confirms that your Razorpay account is properly connected to Pabbly Connect.

5. Creating a Customer in QuickBooks via Pabbly Connect

With successful payment data captured, the next step is to create a customer in QuickBooks. In your Pabbly Connect workflow, select QuickBooks as the action application and choose the action event ‘Create Customer’. This step will map the payment details received from Razorpay to create a new customer entry.

Once you connect your QuickBooks account, you will need to map the customer fields. For example, map the first name, last name, email, and phone number from the Razorpay payment data to the corresponding fields in QuickBooks. After mapping the fields, click on ‘Save and Send Test Request’ to create the customer in QuickBooks.

Check your QuickBooks account to confirm that the new customer has been added successfully. This integration between Razorpay and QuickBooks through Pabbly Connect ensures that all customer data is updated automatically, streamlining your bookkeeping process.

Conclusion

In conclusion, using Pabbly Connect to integrate Razorpay and QuickBooks allows for efficient management of customer records. By automating the creation of customers in QuickBooks upon receiving payments through Razorpay, businesses can save time and reduce errors. Follow these steps to set up your automation and ensure seamless data flow between your payment gateway and accounting software.