Learn how to automate payments from Razorpay to Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
Introduction to Pabbly Connect for Payment Integration
Pabbly Connect is a powerful integration platform that allows you to automate workflows between different applications. In this tutorial, we will learn how to use Pabbly Connect to connect Razorpay with Google Sheets. This integration will enable you to automatically add successful payment details from Razorpay into Google Sheets, enhancing your payment management efficiency.
To start, access Pabbly Connect by visiting its homepage. If you are a new user, you can sign up for a free account, which gives you access to 100 tasks each month. Existing users can simply sign in. Once logged in, you will be directed to the dashboard where you can create workflows that connect various applications seamlessly.
Creating a Workflow in Pabbly Connect
To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, you can name it ‘Add Successful Razorpay Payment Details to Google Sheets Automatically’. Choose a folder where you want to save this workflow.
After naming your workflow, you will need to set up a trigger. In this case, the trigger application is Razorpay. Select ‘New Payment Captured’ as the trigger event. This means that whenever a new payment is captured in Razorpay, Pabbly Connect will automatically respond to this event.
- Click on the ‘Create’ button to finalize your workflow setup.
- Copy the provided webhook URL from Pabbly Connect.
- Log in to your Razorpay account and navigate to ‘Account and Settings’.
- Set up a new webhook using the copied URL and select the event ‘Payment Captured’.
Once the webhook is set up, Pabbly Connect will wait for a response from Razorpay. This is crucial for testing the integration to ensure that payment details are captured accurately.
Testing the Integration with Pabbly Connect
After setting up the webhook, it’s time to test the integration. You will need to perform a test payment through your Razorpay payment page. For this, enter dummy data such as a test user name, email, and a random phone number. Select UPI as the payment method and enter your UPI ID.
Once you complete the test payment, Pabbly Connect will receive the webhook response. You should see the payment status as captured along with other details such as Order ID, name, email, and payment method. This confirms that your trigger is working correctly and that Razorpay is successfully communicating with Pabbly Connect.
- Ensure all required fields are filled accurately during the test payment.
- Check for the correct response in the Pabbly Connect workflow.
- If the response is received, your integration is functioning properly.
With the test payment completed, you can now proceed to add the successful payment details into Google Sheets.
Adding Payment Data to Google Sheets via Pabbly Connect
In this step, you will connect Google Sheets to Pabbly Connect for adding new rows automatically. Select Google Sheets as your action application and choose the action event ‘Add a New Row’. This means that every time a payment is captured, a new row will be added to your specified Google Sheet.
To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select the option to create a new connection. You will be prompted to sign in with your Google account. After granting access, select the spreadsheet you want to use, which should be named ‘Razorpay Payments’.
Select the specific sheet within your spreadsheet where you want to add the data. Map the fields from Razorpay to corresponding columns in Google Sheets, such as Order ID, Name, Email, Phone Number, and Payment Method. Click on ‘Save and Send Test Request’ to ensure the data is added correctly.
After executing these steps, check your Google Sheets to confirm that the new payment details have been added as a new row, completing the integration process.
Conclusion: Automating Payments with Pabbly Connect
In this tutorial, we successfully integrated Razorpay with Google Sheets using Pabbly Connect. By automating the process of adding payment details to Google Sheets, you can efficiently manage your transactions without manual input. This integration not only saves time but also ensures accuracy in your payment records.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for this integration allows you to streamline your workflow, making it easier to monitor payments in real-time and generate reports effortlessly. This setup is ideal for online businesses looking to enhance their operational efficiency.