How to Sync Payment Details from Instamojo to Google Sheets Using Pabbly Connect

Learn how to seamlessly sync payment details from Instamojo to Google Sheets using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Syncing Payment Details with Pabbly Connect

In this tutorial, we will explore how to sync payment details from Instamojo to Google Sheets using Pabbly Connect. This integration allows you to automate the process of recording payments without manual effort. By utilizing Pabbly Connect, you can ensure that every successful payment is logged in your Google Sheets automatically.

To begin, you need to understand that Pabbly Connect acts as the bridge between Instamojo and Google Sheets. This means whenever a payment is made through Instamojo, Pabbly Connect captures that data and sends it to Google Sheets. This eliminates the need for manual entry, saving you time and reducing errors.

2. Setting Up Pabbly Connect for Automation

To set up the integration, first visit the Pabbly Connect website at www.Pabbly.com/connect. If you are a new user, you can sign up for free and get 100 free tasks each month. Existing users should sign in to their accounts to access Pabbly Connect.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and choose to use the new beta method for better performance. Name your workflow, for instance, ‘Sync Payment Details from Instamojo to Google Sheets’, and select the workflows folder for organization.

• Visit Pabbly Connect and sign in or sign up.
• Click on ‘Create Workflow’ and name it accordingly.
• Select the new beta method for better performance.

This setup will allow you to configure triggers and actions in Pabbly Connect, making it easier to manage your automation tasks.

3. Configuring Instamojo as the Trigger in Pabbly Connect

After setting up your workflow, the next step is to configure Instamojo as the trigger application. Select ‘Instamojo’ from the list of applications, and choose the trigger event as ‘New Sale’. This means that every time a payment is received, Pabbly Connect will capture that event.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. You need to log into your Instamojo account and navigate to the edit page of your payment smart page. Here, you will find an option to add a webhook under page settings. Toggle the button on and paste the webhook URL provided by Pabbly Connect.

• Select ‘Instamojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Paste the webhook URL into your Instamojo smart page settings.

After saving these settings, you can test the connection by making a dummy payment on your Instamojo page. This will ensure that Pabbly Connect captures the payment details correctly.

4. Adding Google Sheets as the Action Application

With the trigger set, the next step is to add Google Sheets as the action application in your workflow. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. Click on the connect button to link your Google Sheets account with Pabbly Connect.

You will need to select the Google account you want to connect and grant the necessary permissions. After connecting, choose the spreadsheet you want to use for logging payment details. Ensure that your spreadsheet has the appropriate headers such as Payment ID, Customer Name, Phone Number, Email, Address, Status, and Amount.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Map the fields from the previous response to the spreadsheet columns.

By mapping the fields, you ensure that each payment detail is correctly recorded in your Google Sheets, allowing for easy tracking and management of payments.

5. Testing and Finalizing Your Integration

After mapping all the necessary fields, it’s crucial to test your integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test entry to your Google Sheets to confirm that everything is working correctly.

Once the test is successful, check your Google Sheets to see if the payment details have been recorded. If the entry appears as expected, your integration is complete. Now, every time a payment is made through Instamojo, the details will automatically sync to Google Sheets via Pabbly Connect.

This automation not only saves time but also ensures accuracy in tracking payments. You can now focus on other important aspects of your business without worrying about manual record-keeping.

Conclusion

In conclusion, syncing payment details from Instamojo to Google Sheets using Pabbly Connect is a straightforward process that enhances efficiency in managing your transactions. By following the steps outlined in this tutorial, you can automate your payment records seamlessly. This integration allows you to focus on growing your business while ensuring that all payment details are accurately captured in real time.