By compiling payment data made through Stripe into a separate Google Spreadsheet, it should become easier to understand the sales of content and services, and data analysis should become more manageable. However, doesn't the task of manually transferring data to Google Spreadsheet every time there's a payment on Stripe feel a bit cumbersome? Therefore, this time, we introduce automation that links Stripe with Google Spreadsheet to reduce the hassle of manual input! This could potentially enhance the efficiency of managing payment data, providing tips on maximizing limited resources daily.
Recommended for:
Companies that have implemented Stripe
Companies that want to analyze payment data from Stripe
Individuals manually transferring payment data from Stripe to Google Spreadsheet
Those who want to automate data transfer for more efficient work
For those who want to try it right away
In this article, we will introduce how to integrate using the no-code tool "Yoom". No complicated settings or operations are required, so even non-engineers can easily achieve this. You can get started right away with the template below, so please give it a try!
Add to Google Spreadsheet when payment is made through Stripe
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.
[What is Yoom]
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.
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
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
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.
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.
Add to Google Spreadsheet when payment is made through Stripe
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.
When the Flowbot template is copied to "My Projects", the above display will appear.
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
Select "When payment is successfully completed" from the Stripe icon. Click Next.
4. Run the test
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
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
Select "Add Record" from the Google Spreadsheet icon. Scroll down.
2. Set required fields
Enter the required fields. Click the box.
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.
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
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.
The data can be inserted as shown in the image.
Let's set the other boxes in the same way.
4. Run the test
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.
Flowbot template used this time Add to Google Spreadsheet when payment is made with Stripe
Add to Google Spreadsheet when payment is made through 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.
If a payment fails on Stripe, add it to Google Sheets and notify on Slack.
■Overview The 'If a payment fails on Stripe, add it to Google Sheets and notify on Slack' flow is a business workflow that automates the handling of payment failures in online business. A payment failure on Stripe is a critical issue that affects customer service and revenue management, but by implementing this workflow, failed payment information is automatically recorded in Google Sheets, and a notification is simultaneously sent to Slack. This allows for a swift and efficient response when a payment failure is detected, keeping business operations running smoothly.
■Recommended for - Business operators using Stripe for online payments who find handling payment failures cumbersome - Operations staff manually managing payment information and wishing to prevent errors and data leaks - Managers aiming to achieve quick and effective information sharing within the team - Companies wanting to standardize the response process for payment failures and improve operational efficiency - Those already utilizing Google Sheets or Slack and wishing to further enhance integration with these tools
■Notes - Connect Stripe, Google Sheets, and Slack with Yoom respectively. - Stripe is only available as an application on Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations or data connects set in Flow Bot will result in errors, so please be cautious. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial period, applications subject to restrictions can be used.
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.
Store subscription information in a spreadsheet when subscription information is changed in Stripe.
■ Overview The flow "When the subscription content changes in Stripe, add it to Notion" is a business workflow that streamlines subscription management operations. Subscription changes occur frequently, but manually reflecting that information in Notion is time-consuming. With this integration, when the subscription content is changed in Stripe, it is automatically added to Notion, allowing for smooth centralized management of information. This results in operational efficiency and error prevention.
■ Recommended for those who: - Business owners managing subscriptions using Stripe - Team leaders using Notion for project management or databases - Business personnel spending time on manual subscription information updates - Executives considering business process automation
■ Notes - Please integrate Stripe and Notion with Yoom. - 【Stripe】is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the Flowbot operations and data connect set will result in an error, so please be careful. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
■Overview The "Add an issue to Backlog when the subscription is changed in Stripe" flow is an automated process that smoothly reflects subscription management changes in business workflows. When a subscription change occurs in Stripe, an issue is automatically generated in Backlog, enabling the team to respond quickly and efficiently. This prevents manual data transcription and integration errors, improving business efficiency.
■Recommended for ・Business owners using Stripe for subscription management and feeling the hassle of notifications and responses when changes occur ・Team leaders utilizing Backlog for project management who want to strengthen integration with external services ・IT personnel aiming to automate task management related to subscription changes to improve business efficiency ・Companies aiming for stable operations in environments prone to human error due to manual issue addition
■Notes ・Please connect Yoom with both Stripe and Backlog. ・【Stripe】 is an app that can only be used with Team Plan or Success Plan. If you are on a Free Plan or Mini Plan, the operation and data connect of the Flowbot being set will result in an error, so please be careful. ・Paid plans like the Team Plan or Success Plan can be tried for free for two weeks. During the free trial, you can use apps that are subject to restrictions.
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.
Add to Microsoft Excel when payment is made with Stripe
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.
Notify Microsoft Teams when a row is updated in Google Sheets.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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