Integrating Pabbly Subscription Billing Refund Details into Google Sheets

Learn how to automate adding Pabbly Subscription Billing refund details into Google Sheets using Pabbly Subscription Billing. Step-by-step tutorial with detailed instructions. This detailed guide shows you how to implement powerful subscription billing mechanisms with no technical knowledge required.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Subscription Billing for Refund Details

To begin with adding refund details to Google Sheets, you first need access to Pabbly Subscription Billing. This platform allows you to manage subscriptions and automate tasks effectively. Start by visiting the Pabbly Subscription Billing homepage and logging into your account.

Once logged in, navigate to the settings section. Here, you can manage your products and set up webhooks for automation. Webhooks will play a crucial role in sending refund data to Google Sheets automatically whenever a refund occurs in your Pabbly Subscription Billing account.

2. Setting Up Pabbly Connect for Automation

Next, you will need to set up Pabbly Connect to facilitate the integration between Pabbly Subscription Billing and Google Sheets. This integration will automate the process of logging refund details. Click on the ‘Create Workflow’ option in Pabbly Connect to get started.

• Choose a name for your workflow, such as ‘Pabbly Subscription Billing Refund Details in Google Sheets’.
• Select Pabbly Subscription Billing as the trigger application.
• Choose the trigger event as ‘Payment Refund’.

After setting up the trigger, you will receive a webhook URL. This URL is essential as it will connect your Pabbly Subscription Billing account to Pabbly Connect, allowing data transfer when a refund is processed.

3. Configuring Pabbly Subscription Billing for Webhooks

In this section, you will configure your Pabbly Subscription Billing account to use the webhook URL provided by Pabbly Connect. Go to the ‘Webhook’ section in your Pabbly Subscription Billing settings and click on ‘Add Webhook’.

• Enter a name for the webhook, such as ‘New Refund’.
• Select the product for which you want to track refunds.
• Paste the webhook URL you copied from Pabbly Connect.
• Choose the event as ‘Payment Refund’ and click save.

After saving, Pabbly Subscription Billing will now send refund details to Pabbly Connect whenever a refund occurs, enabling seamless data transfer to Google Sheets.

4. Connecting Google Sheets for Data Logging

Now that the webhook is set up, the next step involves connecting Google Sheets to log the refund details. In Pabbly Connect, select Google Sheets as your action application. Choose the action event as ‘Add New Row’. using Pabbly Connect

To connect Google Sheets, you will need to authenticate your Google account. Click on ‘Add New Connection’ and sign in to your Google account. Ensure you allow permissions for Pabbly Connect to access your Google Sheets.

After establishing the connection, select the spreadsheet where you want to log the refund details. Map the fields such as product name, customer name, email, amount, and reason for the refund to their respective columns in Google Sheets. This mapping ensures that the correct data is logged each time a refund occurs.

5. Testing the Integration for Successful Automation

To ensure everything is working correctly, you need to test the integration. Start by making a test purchase in Pabbly Subscription Billing. After processing the payment, create a refund for that purchase.

Check Pabbly Connect to see if the refund details are captured. If successful, the information should automatically appear in your designated Google Sheet as a new row. This indicates that your integration between Pabbly Subscription Billing and Google Sheets is working flawlessly.

Repeat the test with different products to confirm consistent results. Once verified, you can confidently use this automation for all future refunds, saving time and effort in manual data entry.

Conclusion

This tutorial demonstrated how to automate the addition of Pabbly Subscription Billing refund details into Google Sheets using Pabbly Connect. By following these steps, you can streamline your refund management process efficiently.