How to Automatically Add Paytm Payment Details to Microsoft Excel Using Pabbly Connect

Learn how to use Pabbly Connect to automate adding Paytm payment details to Microsoft Excel. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Paytm and Excel Integration

To automatically add Paytm payment details to Microsoft Excel, first, access Pabbly Connect. This platform enables seamless automation between Paytm and Excel.

Begin by creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, name it, and select a folder for organization. This setup prepares you for the next steps in the automation process.

2. Configuring Email Passing in Pabbly Connect

Next, configure the email passing feature in Pabbly Connect. This feature allows you to receive payment notifications from Paytm via email directly into your workflow.

• Select the Email Parser module from the trigger options.
• Forward emails from your Gmail account to the email address provided by Pabbly Connect.
• Verify the forwarding address in Gmail settings.

Once configured, any payment notification received on your Gmail will trigger the workflow in Pabbly Connect, allowing for further processing.

3. Filtering Payment Emails in Pabbly Connect

To ensure that only relevant payment emails are processed, add a filter condition in Pabbly Connect. This step is crucial to avoid unnecessary data entries.

Set the filter to check if the email is from Paytm and contains the phrase ‘payment received’. This ensures that only valid payment notifications are processed further.

• Select the filter option in the action step.
• Set conditions to check the sender’s email address and the email body.

By filtering the emails, Pabbly Connect efficiently narrows down the data to only necessary payment details, making the integration process smoother.

4. Extracting Payment Details Using Pabbly Connect

Once the relevant emails are filtered, the next step is to extract payment details using Pabbly Connect. This involves using the Text Formatter module to parse the required information from the email body.

For each detail you want to extract (like amount, customer name, date, and order ID), create separate text formatting steps. Use specific phrases to identify the text to extract, ensuring accurate data retrieval.

Map the email body to the Text Formatter. Define the text before and after the target data.

This structured extraction process allows Pabbly Connect to gather all necessary payment details efficiently, preparing them for the final step of adding to Excel.

5. Adding Payment Details to Microsoft Excel

Finally, integrate Pabbly Connect with Microsoft Excel to add the extracted payment details. Select the Microsoft Excel module and choose the ‘Add Row’ action event.

Map the extracted data (like date, amount, and customer information) into the corresponding fields in your Excel sheet. This ensures that every payment detail is accurately recorded in your workbook.

Select the appropriate workbook and worksheet in Excel. Map all relevant fields from the previous steps to their corresponding columns in Excel.

Once completed, test the workflow to ensure that new payment details from Paytm are automatically added to your Excel sheet, showcasing the power of Pabbly Connect in automating this process.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of adding Paytm payment details to Microsoft Excel. By following these steps, you can streamline your payment tracking efficiently.