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

Learn how to automatically add Paytm payment details to Microsoft Excel using Pabbly Connect. This detailed tutorial walks you through the entire process step-by-step. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Paytm and Excel Integration

In this tutorial, we will explore how to use Pabbly Connect to automatically add Paytm payment details to Microsoft Excel. This integration allows you to streamline your payment tracking process efficiently.

To start, you will need to have an account with both Paytm and Microsoft Excel. With Pabbly Connect, you can automate the workflow between these applications without needing direct connections.

2. Setting Up Pabbly Connect and Creating a Workflow

First, access your Pabbly Connect dashboard by signing up for an account. Once logged in, click on the ‘Create Workflow’ button to initiate a new automation process. Name your workflow, for example, ‘Paytm Payment Details to Excel.’

Next, select the folder where you want to save this workflow. After creating the workflow, you will see two windows: the trigger window and the action window. In the trigger window, we will set up the email parser to receive payment notifications from Paytm.

• Click on the ‘Email Parser’ option in the trigger section.
• Copy the email address provided by Pabbly Connect.
• Set up email forwarding in your Gmail account to this Pabbly Connect email address.

After setting up the email forwarding, you can test the workflow by sending a payment notification email from Paytm to ensure that it is received in your Pabbly Connect account.

3. Filtering Payment Emails from Paytm

Once you have received the emails in Pabbly Connect, the next step is to filter these emails to ensure that only payment-related notifications are processed. This is done using the filter action in Pabbly Connect.

In the action window, select the filter option and set the conditions to check if the email is from the Paytm email address. You can add a condition to check if the email body contains the phrase ‘Payment Received’ to ensure that only relevant emails are processed.

• Select the filter condition as ‘From Address’ equals ‘[email protected]’.
• Add another condition to check if the body contains ‘Payment Received’.

After setting up the filter, you can test it to confirm that it correctly identifies payment emails from Paytm.

4. Extracting Payment Details Using Pabbly Connect

With the email filtering set up, the next step in Pabbly Connect is to extract specific payment details from the emails. Use the Text Formatter feature to extract information such as the payment amount, payer details, and order ID from the email body.

For each piece of information you want to extract, create a new action step using the Text Formatter. You will need to specify the text before and after the desired information to accurately extract it.

To extract the payment amount, set the text match after to ‘Payment Received’ and before to ‘Rupees’. For the payer’s details, use ‘From’ as the text match after and ‘In Account of’ as the text match before. Repeat this process for extracting the order ID and date/time of payment.

Once the details are extracted, you can map them to the corresponding fields in your Excel sheet in the next step.

5. Adding Payment Details to Microsoft Excel

The final step in this automation process is to add the extracted payment details to your Microsoft Excel sheet using Pabbly Connect. In the action window, select Microsoft Excel as the application and choose the action event as ‘Add Row to Worksheet’.

Connect your Microsoft Excel account to Pabbly Connect and select the workbook and worksheet where you want to add the payment details. Map the extracted fields such as date/time, order ID, payer details, and payment amount into the respective columns in Excel.

Map the date and time of the payment to the first column. Map the order ID to the second column. Map the payer details to the third column. Map the payment amount and amount in words to their respective columns.

After mapping all the necessary details, click on ‘Save and Send Test Request’ to verify that the data is added correctly to your Excel sheet. You can check your Excel sheet to confirm that the payment details have been successfully added.

Conclusion

In conclusion, using Pabbly Connect to automatically add Paytm payment details to Microsoft Excel streamlines your payment tracking process. By following the steps outlined in this tutorial, you can efficiently manage your payment data.