How to Send Stripe Refund Payment Details to Excel Using Pabbly Connect

Learn how to send Stripe refund payment details to Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending Stripe refund payment details to Microsoft Excel, access Pabbly Connect by visiting the official website at Pabbly.com/connect. If you’re a new user, sign up for a free account, which provides 100 free tasks upon registration. Existing users can simply sign in to their dashboard.

Once logged in, navigate to the dashboard where you will see the option to create a workflow. Click on ‘Create Workflow’ to start the integration process. This is where you will define the trigger and action applications for your workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that captures refund details from Stripe and sends them to Microsoft Excel. Name your workflow something like ‘Stripe Refund to MS Excel Integration’ to reflect its purpose. Click on ‘Create’ to proceed.

Next, you will set up your trigger application. Select Pabbly Connect as the trigger application and choose ‘Stripe’ as the service. For the trigger event, select ‘New Refund.’ This event will initiate the workflow whenever a refund is processed in your Stripe account.

• Go to your Stripe account and enable test mode.
• Copy the webhook URL provided by Pabbly Connect.
• Configure the webhook settings in Stripe to include the copied URL.

After setting up the webhook, return to Pabbly Connect, which will be waiting for a webhook response. This is essential for capturing the refund details.

3. Testing the Webhook from Stripe

To test the webhook, you need to initiate a refund in your Stripe account. Navigate to the Payments section in Stripe, select a payment, and click on ‘Refund Payment.’ Provide a reason for the refund and confirm the action.

Once the refund is processed, Pabbly Connect will receive the webhook response containing details such as the amount refunded, customer ID, and other relevant information. This data is crucial for the next steps of the integration.

• Verify that the webhook response includes the necessary details.
• Check for the amount refunded and customer information in the response.
• If details are missing, ensure all required settings are configured correctly.

After confirming the webhook response, you can proceed to retrieve additional customer information using the customer ID provided in the webhook response.

4. Retrieving Customer Details Using Pabbly Connect

In this step, you will retrieve the customer’s mobile number and other details using Pabbly Connect. Set up a new action step in your workflow by selecting Stripe again as the application and choosing the action event ‘Retrieve Customer by ID.’ This will allow you to fetch the customer’s details using the ID received from the previous webhook.

Map the customer ID from the webhook response to this action step and execute the test request. This will provide you with the customer’s mobile number and email address, which are essential for your Excel sheet.

Next, add another action step to retrieve payment intent details by selecting ‘Retrieve Payment Intent’ as the action event. This will help you gather product details related to the refund. Map the payment intent ID from the previous steps and execute the test request.

5. Sending Data to Microsoft Excel

Now that you have all necessary information, the final step is to send this data to Microsoft Excel using Pabbly Connect. Set Microsoft Excel as your action application and select the action event ‘Add Row to Worksheet.’ This will allow you to insert a new row with all relevant refund details into your specified Excel sheet.

Connect your Microsoft Excel account to Pabbly Connect by granting the necessary permissions. Once connected, you will be prompted to select the workbook and worksheet where the refund data will be stored. Map all required fields such as full name, email address, contact number, product name, product price, description, and refund reason from the previous steps.

After mapping all the fields, click on ‘Save and Send Test Request’ to complete the integration. Verify that the data appears correctly in your Excel sheet, confirming that the integration was successful.

Conclusion

In this tutorial, we explored how to send Stripe refund payment details to Microsoft Excel using Pabbly Connect. By following the outlined steps, you can automate the process of capturing refund information and storing it in Excel seamlessly. This integration not only saves time but also ensures accurate record-keeping for your refund transactions.