Learn how to log Stripe payments automatically in Google Sheets for financial reporting using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To log Stripe payments automatically in Google Sheets for financial reporting, the first step is accessing Pabbly Connect. Open a new tab in your browser and navigate to Pabbly.com/connect to reach the official Pabbly Connect page.
On this page, you will find options to sign in or sign up. If you are a new user, click on the sign-up option to receive 100 free tasks to explore the software. Existing users can simply sign in to access the automation dashboard.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, you will see the dashboard where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to start.
- Select the workflow builder (New Beta or Classic).
- Name your workflow (e.g., ‘Log Stripe Payments Automatically in Google Sheets for Financial Reporting’).
- Choose a folder to save your workflow.
After naming your workflow and selecting the folder, click the ‘Create’ button. Your workflow is now successfully created, and you can start setting triggers and actions.
3. Setting Up the Trigger for Stripe Payments
The next step in your automation process is to set up the trigger. In Pabbly Connect, select ‘Stripe’ as your trigger application. Choose the event as ‘New Charge’ to capture new payments made through your Stripe account.
After selecting the trigger event, click the ‘Connect’ button. A webhook URL will be provided, which you need to copy for the next step. This URL is essential as it allows Stripe to communicate with Pabbly Connect.
4. Configuring the Webhook in Stripe
Now, navigate to your Stripe account. Click on the ‘Developers’ option and then select ‘Webhooks’. Here, you will add the webhook URL copied from Pabbly Connect.
- Click on ‘Add Endpoint’.
- Select the event type, which should be ‘Charge Succeeded’.
- Paste the webhook URL into the designated field.
After configuring the webhook, click on ‘Create Endpoint’. This setup allows Stripe to send payment information to Pabbly Connect whenever a charge is successful, completing the integration process.
5. Adding Google Sheets to the Workflow
With the Stripe trigger set up, the next step is to add Google Sheets as an action in your workflow. In Pabbly Connect, select Google Sheets as your action application and choose ‘Add New Row’ as the event.
Connect your Google Sheets account by selecting an existing connection or creating a new one. After connecting, choose the specific spreadsheet you wish to use for logging the Stripe payments. Map the fields from the Stripe payment data to the corresponding columns in your Google Sheets.
Map fields like email, amount, transaction ID, payment method, address, and city. Ensure all fields are accurately mapped to capture user details.
After mapping the fields, test the workflow to ensure that a new row is added to your Google Sheets whenever a payment is made through Stripe. This finalizes your automation setup using Pabbly Connect.
Conclusion
By following this tutorial, you can easily log Stripe payments automatically in Google Sheets for financial reporting using Pabbly Connect. This integration streamlines your financial tracking without manual effort, allowing you to focus on more critical aspects of your business.
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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