How to integrate Stripe with Google Sheets to automatically transfer Stripe payment information to Google Sheets

Now, let's introduce the flow of linking apps using Yoom. First, register with Yoom. Yoom offers a 2-week trial, allowing you to test its usability through actual operation.

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This time, we will automate the process of "adding to Google Spreadsheet when a payment is made on Stripe" using the template below.

How to Create a Connection Flow Between Stripe and Google Sheets

The connection flow this time is broadly divided into the following processes.

・Connect Stripe and Google Sheets to My Apps
・Set up Stripe to launch and retrieve information in real-time
・Set up to transfer data to Google Sheets
・Turn on the trigger button and check the connection operation between Stripe and Google Sheets

Step 1: Connect Stripe and Google Sheets to My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

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Next, click the new connection button at the top right.

Connecting Stripe and Yoom

1. Search

Please select the Stripe icon.

2. Enter Required Fields

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Enter the account name and access token.
Choose an easy-to-understand name for the account name, such as a company name or person in charge.
For more details on the access token, please check How to Register My App in Stripe.

3. Add

Once you have entered the account name and access token, press the add button at the bottom right.
The screen will change, and if the above display appears, the connection is complete.

Connecting Google Sheets and Yoom

1. Search

Click the Google Sheets icon.

2. Select Account
Press the Google account of the Gmail address to be linked with Yoom.‍

3. Log in to Yoom

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You will be taken to the image page, so read the terms and click next.‍

4. Yoom is requesting additional access to your Google account
Press continue.
When you move to the authentication screen, select Allow all permissions.

5. Connection Complete

The screen will change, and if the above display appears, the connection is complete.

6. Prepare Google Sheets
‍Prepare a Google Sheet to transfer Stripe payment data.

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This time, I set it up as shown above.

The Stripe data that can be obtained through this app connection is as follows.

・Payment ID
・Amount
・Creation Date
・Currency
・Customer ID
・Description
・Invoice ID
・Status
・Amount that can be captured
・Amount collected
・Balance Transaction ID

Step 2: Copy the Template

Next, please copy the template to be used this time.

3. If you haven't registered with Yoom yet, please register

* If you have already registered, the login screen will be displayed, so please log in.

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When the Flowbot template is copied to "My Projects", the above display will appear.

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Let's proceed to detailed settings as you transition to a page like the image.

Step 3: Setting up Stripe

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template

Click "[Copy] Add to Google Spreadsheet when payment is made with Stripe".

3. Select app trigger

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Select "When payment is successfully completed" from the Stripe icon. Click Next.

4. Run the test

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Send test payment data made with Stripe. Press the test button, and if "Test Successful" is displayed in blue, proceed to the next step.

5. Test Execution ②

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Run the test again. Press the test button and if "Success" is displayed, press save. By doing this setting, you will be able to obtain data from Stripe in real-time.

Step 4: Setting to add data to Google Spreadsheet

1. Operate the database

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Select "Add Record" from the Google Spreadsheet icon. Scroll down.

2. Set required fields

Enter the required fields. Click the box.

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When you click inside the box, a list will be displayed like the image, so select the Google Spreadsheet that stores the Stripe payment data. Set the tab name in the same way.

Regarding the table range, it depends on the prepared Google Spreadsheet, so enter it according to the contents of the Google Spreadsheet.

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This time, we will insert data into "A to F".
Therefore, the settings will be as above. Once you have entered it, click Next.

3. Values of records to be added

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Set the values of the records to be added. The box names displayed on this page depend on the Google Spreadsheet that was linked earlier. Therefore, it may differ from the image display, but the setting method is the same.

First, click the box.

Select "When payment is successfully completed" from the Stripe icon.

The payment data sent as a test in the Stripe settings will be displayed in a list. Select the data that matches the box item name. In the case of the image, since the box item name is "Payment ID", "Payment ID" was also selected from the Stripe data.

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The data can be inserted as shown in the image.

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Let's set the other boxes in the same way.

4. Run the test

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Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setup is complete. Press save.

5. Turn on the trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

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Flowbot template used this time
Add to Google Spreadsheet when payment is made with Stripe

Other automation examples using Stripe and Google Spreadsheet

In addition to the flows introduced this time, you can automate various tasks by using APIs such as Stripe and Google Spreadsheet.
All of them can be used with simple settings, so if you find any that interest you, please give them a try!

More Stripe and Google Sheets automation examples

When a subscription is signed up with Stripe, you can store the information in a Google spreadsheet, and when a row is added, you can register customer information in Stripe.
Also, if a payment fails with Stripe, you can add it to a Google spreadsheet and notify Slack.

Automation example using Stripe

Create Stripe payment links and send them via Gmail

No manual work in Stripe is required, so you can save time.

When the subscription details are changed in Stripe, add the information

The details in Stripe are automatically reflected, so the information is accurate. This prevents manual input errors and enables accurate issue management.

Add when payment is made with Stripe

Payment data can be automatically reflected, making information sharing and subsequent processing smoother. It is also expected to prevent transcription errors such as amounts and customer information.

Automation example using Google Spreadsheet

Notify me when a row is updated in Google Spreadsheets

By automatically sending notifications, you can quickly grasp the updated information, so you can proceed with your work while ensuring transparency of information.

Create a folder when a row is added in Google Spreadsheets

This can reduce the amount of manual work required, and may prevent human errors such as mistyping a folder name or forgetting to create it.

Benefits and Examples of Linking Stripe with Google Spreadsheet

Benefit 1: Reduces Workload and Prevents Errors

By implementing this integration, payment data made through Stripe can be automatically transferred to Google Spreadsheet. This likely reduces workload and prevents human errors. For example, if you have been manually entering data every time a payment is made on Stripe, the workload naturally increases when there is a lot of data to input. Additionally, data entry errors or omissions might occur. Therefore, by linking Stripe with Google Spreadsheet and introducing automation, the workload should be reduced, and human errors should be prevented.

Benefit 2: Easier Sharing of Latest Data with Team Members

Linking Stripe with Google Spreadsheet might make it easier to share the latest data with team members. For instance, if you have been accessing Stripe to check payment data, it not only involves some hassle but also requires each member to check Stripe individually. By implementing this automation, data will be transferred to Google Spreadsheet in real-time, making it easier for anyone to check the latest information at any time.‍

Benefit 3: Easier Data Analysis‍

By introducing this automation, Stripe's data is transferred to Google Spreadsheet in real-time, which is expected to make data analysis easier. For example, if you can transfer the "creation date" from Stripe's payment data to Google Spreadsheet, it should become easier to understand at what time payments are frequently made. As a result, it might become easier to utilize this information for marketing and other purposes.

Summary

By implementing the integration of Stripe and Google Sheets, you should be able to eliminate the hassle of manual data entry and enable efficient data transfer. This can lead to a reduction in input tasks, thereby alleviating the workload.
Additionally, it is expected to facilitate easier information sharing within the team and make data analysis more accessible. The introduction of automation may also allow for smoother business operations.
No programming knowledge is required for app integration. Please take this opportunity to try app integration.