Seamlessly Add Failed Stripe Payment Details to MS Excel Using Pabbly Connect

Learn how to integrate Stripe with MS Excel to automatically add failed payment details using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Stripe and MS Excel Integration

To begin adding failed Stripe payment details to MS Excel, you need to access Pabbly Connect. This platform allows seamless integration between various applications, including Stripe and MS Excel. After signing up for a free account, log into your Pabbly Connect dashboard to start the integration process.

Once logged in, you will see the dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation. You will be prompted to name your workflow; for this tutorial, name it ‘ADD failed stripe payment details in MS Excel’ and click on ‘Create’ to proceed.

2. Setting Up Trigger Event for Stripe Payment Failures

In this step, you will set up the trigger event that will capture failed payments from Stripe. Select Stripe as your application in the trigger section of Pabbly Connect. Choose the trigger event titled ‘Payment Failed.’ This event will activate whenever a payment attempt fails in Stripe.

• Select Stripe as the application.
• Choose the trigger event: Payment Failed.
• Copy the provided webhook URL.

After selecting the trigger event, a webhook URL will be generated by Pabbly Connect. Copy this URL and head over to your Stripe dashboard. Navigate to the developer section and select ‘Webhooks’ to add a new endpoint using the copied URL. Ensure you choose the same event, ‘Payment Intent Payment Failed,’ to complete this setup.

3. Testing the Integration Between Stripe and Pabbly Connect

Once you have set up the webhook in Stripe, it’s time to test the integration. You will need to simulate a failed payment to ensure that Pabbly Connect captures the details correctly. Use a testing card that is known to decline payments, and enter dummy customer details to initiate the payment.

After submitting the payment, you should see a confirmation that the card has been declined. Return to Pabbly Connect, and you will notice that the failed payment details are now captured in the webhook response. This includes essential information such as customer name, email, and payment amount.

• Ensure the webhook response shows the payment intent as failed.
• Verify that customer details are correctly captured.
• Check the amount field for accuracy.

With this step completed, you have confirmed that the connection between Stripe and Pabbly Connect is working effectively, capturing all necessary details from failed payments.

4. Adding Failed Payment Details to MS Excel

Now that you have successfully captured the failed payment details, the next step is to add these details to MS Excel using Pabbly Connect. In the action section, select ‘Microsoft Excel’ as the application and choose the action event ‘Add Row to Worksheet.’ This will enable you to input captured payment details into your Excel sheet.

Connect your Microsoft Excel account to Pabbly Connect. If you have already established a connection, you can select the existing connection. Once connected, choose the specific workbook where you want the details to be added, and select the corresponding worksheet.

Select the workbook and worksheet for adding details. Map the fields from the previous step to the Excel columns. Ensure all necessary fields, such as customer name, email, and payment status, are included.

After mapping the fields, save the settings and send a test request to ensure that the data flows correctly into your Excel worksheet. You should see the failed payment details populating the designated columns in your Excel sheet, confirming that the integration is functional.

5. Conclusion: Automate Failed Payment Tracking with Pabbly Connect

In this tutorial, you learned how to automate the process of adding failed Stripe payment details to MS Excel using Pabbly Connect. By setting up a trigger for failed payments and connecting it to Microsoft Excel, you can effortlessly track payment issues.

This integration not only saves time but also enhances your ability to manage customer transactions effectively. With Pabbly Connect, you can automate numerous workflows, making your business operations smoother and more efficient.

Start using Pabbly Connect today to streamline your payment processes and keep better track of your business finances.