Learn how to log sales from Stripe into Google Sheets for financial reporting using Pabbly Connect. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Integration
To log sales from Stripe into Google Sheets, you first need to access Pabbly Connect. This powerful automation platform allows seamless integration between various applications, including Stripe and Google Sheets.
To get started, open a web browser and type the URL www.Pabbly.com/connect. Once on the landing page, you will see options to ‘Sign In’ or ‘Sign Up Free’. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in.
2. Creating a Workflow in Pabbly Connect
After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start building your integration. Choose the ‘New Workflow Builder’ option for a modern experience. using Pabbly Connect
- Click on ‘Create Workflow’.
- Select a name for your workflow (e.g., ‘Log Sales to Google Sheets’).
- Choose a folder for your workflow or create a new one.
Once you have named the workflow, click on the ‘Create’ button to proceed. This will take you to the workflow setup page.
3. Setting Up the Trigger with Stripe
In this section, you will set up the trigger to initiate your workflow. Select ‘Stripe’ as your trigger app. Next, choose the event that will start the workflow, which is ‘New Charge’ in this case.
Click on the ‘Connect’ button to establish the connection. You will receive a webhook URL from Pabbly Connect that you need to paste into your Stripe account. To do this, log into your Stripe account, navigate to the ‘Developers’ section, and select ‘Webhooks’.
- Click on ‘Add Endpoint’.
- Paste the webhook URL from Pabbly Connect.
- Select the event ‘Charge.succeeded’ to trigger the workflow.
After adding the endpoint, you will see confirmation that the webhook has been successfully added. This setup allows Pabbly Connect to receive data from Stripe whenever a payment is made.
4. Configuring the Action in Google Sheets
Now that the trigger is set up, it’s time to configure the action app. Choose ‘Google Sheets’ as your action app and select the event ‘Add New Row’. This tells Pabbly Connect to create a new row in your Google Sheet for each new payment received. using Pabbly Connect
Click on the ‘Connect’ button to link your Google Sheets account. If you have an existing connection, select it; otherwise, create a new connection by signing into your Google account.
Select the spreadsheet where you want to log the sales (e.g., ‘New Payments’). Choose the specific sheet (e.g., ‘Sheet1’). Map the fields from Stripe to Google Sheets (e.g., Name, Email, Amount).
After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should see the transaction details appear in your Google Sheet, confirming that the integration is successful.
5. Testing the Integration
To verify that the integration works as intended, you will need to perform a test transaction in Stripe. Navigate to the Stripe dashboard and create a new payment using the test mode.
Once the payment is successful, return to Pabbly Connect to check if the webhook received the response. You should see the transaction details populated in the designated Google Sheet.
Check the Google Sheet for the new entry. Ensure all mapped fields are correctly populated.
If everything is set up correctly, you have successfully automated the process of logging sales from Stripe into Google Sheets using Pabbly Connect!
Conclusion
This tutorial provided a detailed guide on how to log sales from Stripe into Google Sheets for financial reporting using Pabbly Connect. By following these steps, you can automate your sales logging process effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect simplifies the integration between applications, allowing for efficient tracking of financial data.