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

Learn how to automate adding Paytm payment details to Google Sheets using Pabbly Connect in this step-by-step tutorial. 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 automate adding Paytm payment details to Google Sheets, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect and accessing the dashboard.

Once on the dashboard, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something like ‘Paytm Payment Details to Google Sheets’ and select a folder for organization. This sets the stage for our automation.

2. Configuring Email Parser in Pabbly Connect

For the first step, we will set up the trigger using the Email Parser feature in Pabbly Connect. This allows us to capture payment details sent via email from Paytm.

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

This setup ensures that every time you receive a payment, the details will be sent to Pabbly Connect for processing. Make sure to verify that you have received the email correctly in the trigger step.

3. Forwarding Paytm Emails to Pabbly Connect

After setting up the email parser, the next step is to configure your Gmail account to forward Paytm emails to Pabbly Connect. This is crucial for automating the data transfer.

Go to your Gmail settings and navigate to the forwarding section. Add the Pabbly Connect email address you copied earlier. You will need to verify this forwarding address by clicking the confirmation link sent to it.

• In Gmail settings, select ‘See all settings’.
• Under the Filters and Blocked Addresses tab, create a new filter.
• Set the filter to forward only emails from Paytm.

Once configured, every Paytm payment email will be automatically forwarded to Pabbly Connect, triggering the workflow.

4. Extracting Payment Details Using Text Formatter

With emails being forwarded, we can now extract specific payment details using the Text Formatter feature in Pabbly Connect. This is where we will pull out necessary information from the email body.

For each piece of information you want to extract, clone the Text Formatter action and set the parameters:

Define text match before and after specific keywords to isolate payment details. For example, extract the amount of payment by using ‘Payment Received’ as text match after and ‘Rupee’ as text match before.

Repeat this process for each detail: amount in words, customer name, date, and order ID. This structured extraction ensures accurate data flow into Google Sheets.

5. Adding Payment Details to Google Sheets

The final step in our automation process is to add the extracted payment details to Google Sheets using Pabbly Connect. This provides a clear record of transactions.

Select Google Sheets in the action step and choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to store the payment details.

Map the extracted details from the Text Formatter to the respective columns in Google Sheets. Ensure that all fields are correctly filled before saving the action.

After saving, test the workflow to ensure that payment details are correctly populated in Google Sheets. This finalizes your automation setup.

Conclusion

By following this detailed tutorial, you can successfully automate the process of adding Paytm payment details to Google Sheets using Pabbly Connect. This integration streamlines your payment management, ensuring that all transactions are recorded accurately and efficiently.