How to Send Instamojo Failed Payment/Cart Abandonment Details to Excel using Pabbly Connect

Learn how to integrate Instamojo with Excel using Pabbly Connect to capture failed payment and cart abandonment details seamlessly. 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 begin sending Instamojo failed payment and cart abandonment details to Excel, you need to access Pabbly Connect. First, navigate to the Pabbly website by typing ‘Pabbly.com’ in your browser.

Once on the site, go to the products section and select Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. This step is essential to set up the automation process.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you’ll need to create a new workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow something like ‘Instamojo to MS Excel Integration’. This name can be customized as per your requirements.

Now, you will see a trigger window and an action window. The trigger application will be Instamojo, and the action application will be MS Excel. This setup allows Pabbly Connect to capture data from Instamojo and send it to Excel seamlessly.

3. Setting Up the Trigger for Instamojo

In the trigger window, select Instamojo as your application and choose the trigger event as ‘New Sale’. You will be provided with a webhook URL. Copy this URL as it will be used to link your Instamojo account with Pabbly Connect.

Next, access your Instamojo dashboard, edit the page where you want to add the webhook, and paste the copied URL in the webhook settings. After saving the changes, Pabbly Connect will wait for a response from Instamojo, indicating that the integration is ready to capture failed payment details.

4. Filtering for Failed Payments in Pabbly Connect

Once the webhook is set up, you need to test it by making a sample payment. Use the payment link from your Instamojo account to simulate a transaction. If the payment fails, Pabbly Connect will capture the details, including payment ID, status, and customer information.

• Select the action step and choose ‘Filter’ from the options.
• Set the condition to run the workflow only if the payment status is equal to ‘Failure’.
• Test the filter to ensure it captures the correct conditions.

This filtering step is crucial as it ensures that only relevant data is sent to Excel, keeping your records clean and organized. With Pabbly Connect, you can automate this entire process effectively.

5. Sending Data to Excel with Pabbly Connect

After filtering, the next step is to send the captured data to Excel. Choose MS Excel as your action application and select ‘Add Row to Worksheet’ as the action event. Connect your Excel account to Pabbly Connect by granting the necessary permissions.

Once connected, select the workbook and worksheet where you want the data to be stored. Map the required fields such as date, name, email, phone number, and payment status. Finally, click on ‘Save and Send Test Request’ to verify that the data is correctly entered into your Excel spreadsheet.

After refreshing your Excel sheet, you should see the new row with the failed payment details captured automatically by Pabbly Connect. This integration not only saves time but also ensures that you never miss tracking important payment information.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Instamojo with Excel to capture failed payment and cart abandonment details efficiently. This integration streamlines your workflow, allowing you to focus on other important aspects of your business.