Learn how to integrate Razor Pay with Google Sheets using Pabbly Connect for seamless payment tracking. Follow our step-by-step tutorial now! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Razor Pay with Google Sheets, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.
Begin by visiting the Pabbly Connect website. If you don’t have an account, sign up for free, which only takes a couple of minutes. Once logged in, navigate to the dashboard where you can create new workflows.
2. Creating a Workflow in Pabbly Connect
In this section, we will create a workflow that captures payment details from Razor Pay and sends them to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately.
- Select ‘Razor Pay’ as your trigger application.
- Choose the trigger event as ‘Payment Capture’.
- Copy the webhook URL provided by Pabbly Connect.
After copying the webhook URL, go to your Razor Pay account settings to add a new webhook. Paste the URL and select ‘Payment Capture’ as the active event. This connection allows Razor Pay to send payment data directly to Pabbly Connect.
3. Testing the Razor Pay Connection
Once the webhook is set up, it’s time to test the connection between Razor Pay and Pabbly Connect. Perform a test payment using a dummy account to ensure that the payment details are captured correctly.
After completing the test payment, return to Pabbly Connect to check if the payment details appear in the webhook response. This response will include essential information such as the payer’s name, email, and payment method.
4. Setting Up Google Sheets as an Action in Pabbly Connect
Now that your Razor Pay trigger is working, the next step is to configure Google Sheets as the action application in Pabbly Connect. Select ‘Google Sheets’ as your action app and choose the event ‘Add New Row’.
Connect your Google account to Pabbly Connect and select the spreadsheet where you want to store the payment details. Map the fields from Razor Pay to the corresponding columns in your Google Sheets, such as first name, last name, email, and payment method.
- Select the spreadsheet named ‘Razor Pay Payments’.
- Map the details from the Razor Pay response to the columns in the sheet.
Once you’ve mapped the fields, save your workflow. Now, every time a payment is captured in Razor Pay, the details will automatically be added to your Google Sheets.
5. Finalizing and Testing the Integration
To finalize the integration, test both payment methods (card and UPI) to ensure that the details are correctly added to their respective sheets. Use the same test payment links and fill in dummy details for both payment methods.
Check your Google Sheets to verify that the payment details appear in the correct sheets. This process confirms that your Pabbly Connect workflow is functioning correctly, capturing payment details based on the payment method.
In summary, using Pabbly Connect allows you to automate the process of transferring payment details from Razor Pay to Google Sheets efficiently. This integration streamlines your payment tracking and management.
Conclusion
Integrating Razor Pay with Google Sheets using Pabbly Connect simplifies payment tracking. Follow these steps to automate your payment data management effectively.
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