How to Add Paytm Payment Details in Google Sheets Using Pabbly Connect

Learn how to integrate Paytm payment details into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Paytm Integration

To start integrating Paytm payment details with Google Sheets, you need to access Pabbly Connect. This platform allows you to create automated workflows that connect various applications seamlessly. Begin by signing up for a free account on Pabbly Connect.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Paytm Payment Details to Google Sheets’ and select the appropriate folder in your Pabbly account. This setup is essential to manage your automation efficiently.

2. Trigger Setup Using Email Parser in Pabbly Connect

In the newly created workflow, you’ll see two sections: the trigger and action windows. For the trigger, select the ‘Email Parser’ module from Pabbly Connect. This feature allows you to capture emails sent from Paytm regarding payment notifications.

• Select the Email Parser module.
• Copy the provided email address from Pabbly Connect.
• Forward your Paytm payment notification emails to this address.

By doing this, every time you receive a payment through Paytm, the email will be forwarded to Pabbly Connect, allowing it to trigger the automation. This connection is crucial for capturing payment details directly into Google Sheets.

3. Filtering Paytm Emails in Gmail

To ensure only relevant Paytm emails are processed, you need to set up a filter in your Gmail account. Go to your Gmail settings and navigate to the ‘Filters and Blocked Addresses’ tab. Create a new filter specifying the Paytm email address as the sender.

• Click on ‘Create a New Filter’.
• Enter the Paytm sender’s email address.
• Select the option to forward these emails to your Pabbly Connect email address.

This filter ensures that only payment notification emails from Paytm are forwarded to Pabbly Connect, keeping your automation focused and efficient. After setting this up, you can test the filter by making a dummy payment to see if the details are captured correctly.

4. Extracting Payment Details Using Pabbly Connect

After the trigger is set up, the next step is to extract payment details from the forwarded email. In the action section of Pabbly Connect, add the ‘Text Formatter’ module to parse the email body. This module allows you to extract specific details like payment amount, customer name, and order ID.

For each detail, you will use the ‘Text Parser’ option and specify the text before and after the relevant information. For example, to extract the payment amount, you would set the ‘Text Match After’ to ‘Payment Received’ and ‘Text Match Before’ to ‘Rupees’. Repeat this process for other details like the customer name and order ID.

5. Adding Payment Details to Google Sheets

The final step is to add the extracted payment details into your Google Sheets. In Pabbly Connect, add a new action step and select ‘Google Sheets’. Choose the action event as ‘Add New Row’ to insert the payment information into your designated spreadsheet.

Connect your Google Sheets account and select the spreadsheet and the specific sheet where you want the data to be added. Then, map the extracted payment details from the previous steps to the corresponding columns in your Google Sheet. Once this is done, save and test the workflow to ensure everything is functioning correctly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Paytm payment details into Google Sheets. By following these steps, you can efficiently manage your payment records and save valuable time.

Utilizing Pabbly Connect for this integration allows for seamless automation, ensuring that every payment detail is captured accurately in real-time.