Integrate ThriveCart Payments with Microsoft Excel Using Pabbly Connect

Learn how to automate ThriveCart payment details into Microsoft Excel using Pabbly Connect with this detailed tutorial. Follow the exact steps for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate ThriveCart with Microsoft Excel, start by accessing Pabbly Connect. Log in to your existing account or create a new one by clicking the sign-up button. The free account offers tasks to test automation.

Once logged in, navigate to your Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’ to begin the integration process. You will be prompted to name your workflow; for example, you could use ‘ADD ThriveCart Payment Details to MS Excel’.

2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the integration consists of a trigger and an action. The trigger indicates when an event occurs, while the action specifies what happens as a result. For this integration, select ThriveCart as the trigger application. using Pabbly Connect

• Choose the trigger event as ‘Product Purchase’.
• Connect to ThriveCart by adding a new connection and entering your API key.
• Select the test mode to simulate the integration.

After setting up the trigger, click on ‘Save and Send Test Request’. This action will prompt you to make a test purchase in ThriveCart to capture the payment details. Once the payment is successful, you will see the details reflected in Pabbly Connect.

3. Connecting Microsoft Excel to Pabbly Connect

After confirming the trigger is working, the next step is to connect Microsoft Excel through Pabbly Connect. Select Microsoft Excel as the action application and choose the action event ‘Add Row to Worksheet’.

Click on ‘Add New Connection’ to connect to your Microsoft Excel account. You will need to grant Pabbly Connect access to your Excel account. Once connected, select the specific workbook and worksheet where you want to store the payment details.

• Ensure the workbook contains the correct columns for payment details.
• Map the payment details from ThriveCart to the corresponding columns in Excel.
• Click on ‘Save and Send Test Request’ to verify the setup.

Once the test request is successful, refresh your Excel sheet to see the automatically added payment details. This confirms that the integration is functioning correctly.

4. Finalizing the Integration Process

With both applications connected through Pabbly Connect, you can now finalize the integration. Every time a payment is made through ThriveCart, the details will be automatically sent to Microsoft Excel without any manual input.

This automation allows you and your team to track payment records efficiently. You can also share the Excel file with your team for better collaboration. Make sure to test the integration multiple times to ensure reliability.

After testing, you can switch to live mode in Pabbly Connect for real-time data capture. This will ensure that all future transactions are logged automatically into your Excel sheet.

5. Conclusion: Automate Your Payment Tracking with Pabbly Connect

In conclusion, using Pabbly Connect to integrate ThriveCart with Microsoft Excel streamlines your payment tracking process. This setup eliminates the need for manual data entry and allows for real-time updates in your Excel sheet.

By following the steps outlined in this tutorial, you can automate your workflow effectively and focus on other important aspects of your business. Embrace automation with Pabbly Connect for a more efficient business operation.