How to Add Pabbly Subscription Billing Refund Details in Google Sheets

Learn how to automate adding Pabbly Subscription Billing refund details in Google Sheets using Pabbly Subscription Billing. Follow this detailed tutorial for seamless integration. Learn how leading businesses accelerate growth with optimized subscription management and flexible billing options that enhance customer experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for Refunds

To automate the process of adding Pabbly Subscription Billing refund details into Google Sheets, you first need to set up your Pabbly Subscription Billing account. Log in to your account and navigate to the settings section on the left sidebar. Here, you will find the option for webhooks, which is essential for this integration.

Once in the settings, click on the ‘Webhook’ option. You will need to create a new webhook for capturing refund details. This webhook acts as a bridge between Pabbly Subscription Billing and Pabbly Connect, allowing data transfer whenever a refund occurs.

2. Creating a Webhook in Pabbly Subscription Billing

In this section, you will create a webhook in Pabbly Subscription Billing to capture refund details. Click on the ‘Add Webhook’ button and fill in the required fields. You need to provide a name for the webhook, such as ‘New Refunds’ and select the product for which you want to receive refund notifications.

• Enter the webhook name (e.g., New Refunds).
• Select the product for which refunds will be tracked.
• Paste the webhook URL provided by Pabbly Connect.
• Choose the event type as ‘Payment Refund’.

After filling in these details, click on ‘Save’ to create the webhook. This will ensure that whenever a refund is processed in Pabbly Subscription Billing, the information will be sent to Pabbly Connect, where you can automate the data entry into Google Sheets.

3. Configuring Pabbly Connect Workflow

Now that you have set up the webhook in Pabbly Subscription Billing, it’s time to configure the Pabbly Connect workflow. Go to your Pabbly Connect dashboard and click on ‘Create Workflow’. Name it something relevant, such as ‘Pabbly Subscription Billing Refund Details to Google Sheets’.

Next, select Pabbly Subscription Billing as the trigger application and choose the trigger event as ‘Payment Refund’. Once selected, Pabbly Connect will provide you with a webhook URL that you need to copy and paste into your Pabbly Subscription Billing webhook settings.

After saving the webhook settings in Pabbly Subscription Billing, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to test the connection and ensure that data is flowing correctly from Pabbly Subscription Billing to Pabbly Connect.

4. Adding Refund Details to Google Sheets

With the webhook successfully set up, the next step is to add the refund details into Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose ‘Add New Row’ as the action event. This will allow you to automatically insert refund information into your designated Google Sheet.

• Select the spreadsheet name (e.g., PSB Refund Details).
• Choose the sheet where you want to add the data (e.g., Sheet1).
• Map the fields for product name, customer name, email, amount, and refund reason.

After mapping the fields, click on ‘Save and Send Test Request’. This action will automatically add a new row to your Google Sheet with the refund details captured from Pabbly Subscription Billing. This confirms that your integration is working perfectly.

5. Testing the Integration

To ensure everything is functioning correctly, perform a test by creating a new payment in Pabbly Subscription Billing and then processing a refund for that payment. Follow the same steps as before to make a purchase and then initiate a refund.

Once the refund is processed, return to Pabbly Connect and check if the new refund details have been automatically added to your Google Sheet. If done correctly, you should see the latest refund information reflected in your specified Google Sheet.

This testing confirms that the integration between Pabbly Subscription Billing and Google Sheets via Pabbly Connect is successful. You can now rely on this automated process for efficient record-keeping of all refund transactions.

Conclusion

In this tutorial, you learned how to automate adding Pabbly Subscription Billing refund details into Google Sheets using Pabbly Connect. By following the steps outlined, you can ensure that all refund transactions are recorded seamlessly without manual effort.