Learn how to automate sending Razorpay failed payment details to Microsoft Excel using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Razorpay and Excel Integration
To send Razorpay failed payment details to Microsoft Excel, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website. If you are an existing user, click on the ‘Sign In’ button; otherwise, click ‘Sign Up for Free’ to create an account.
Once logged in, you will see the dashboard. To start the integration process, click on the blue tab labeled ‘Create Workflow’. This is where you will set up the connection between Razorpay and Microsoft Excel using Pabbly Connect.
2. Creating a Workflow for Failed Payments
After creating a workflow, you will be prompted to name it. Enter a descriptive name such as ‘Failed Payment from Razorpay to MS Excel’. This helps you identify the workflow later. Click on ‘Create’ to proceed.
- Name your workflow clearly for easy identification.
- Select Razorpay as the trigger application.
- Choose ‘Payment Failed’ as the trigger event.
Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it connects Razorpay with Pabbly Connect. Copy this URL as you will need to input it into your Razorpay account.
3. Setting Up the Webhook in Razorpay
Log into your Razorpay account and navigate to the ‘Settings’ section. From there, find the ‘Webhooks’ option. Click on ‘Add New Webhook’ to create a new webhook connection.
- Paste the copied webhook URL from Pabbly Connect.
- Select the event ‘Payment Failed’ for the webhook.
- Click ‘Create Webhook’ to finalize the setup.
After saving the webhook, return to Pabbly Connect to test the webhook. This involves making a test payment that fails, allowing you to capture the payment details in Pabbly Connect.
4. Testing the Integration with a Failed Payment
To test the integration, go back to Razorpay and initiate a payment. Fill in the required details but cancel the transaction to simulate a failed payment. This action will trigger the webhook and send the payment details to Pabbly Connect.
Once the payment is canceled, check back in Pabbly Connect for the webhook response. You should see the payment details captured, including the amount, error reason, and customer information. This confirms that the integration is functioning correctly.
5. Sending Razorpay Data to Microsoft Excel
Now that you have confirmed the webhook is working, the next step is to send the captured data to Microsoft Excel. In Pabbly Connect, select Microsoft Excel as your action application and choose ‘Add a Row’ as the action event.
Connect your Microsoft Excel account to Pabbly Connect. Select the workbook and worksheet where you want the data to be added. Map the fields from Razorpay to the corresponding columns in Excel.
After mapping the fields, save the action and send a test request. Refresh your Microsoft Excel sheet to see if the failed payment details appear correctly. This step confirms that your automation is complete and working seamlessly with Pabbly Connect.
Conclusion
In this tutorial, we detailed how to automate sending Razorpay failed payment details to Microsoft Excel using Pabbly Connect. By following the steps outlined, you can ensure that every failed payment is recorded in your Excel sheet for further analysis and follow-up. This integration enhances your workflow and saves time, allowing you to focus on other important tasks.
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