How to integrate Stripe with Microsoft Excel to automatically add payment data from Stripe to Microsoft Excel

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Manually entering a vast amount of payment data can be a significant burden for those responsible.
Therefore, by introducing automation through the integration of Stripe and Microsoft Excel, data management will become easier.
This will make it easier to verify payment data, which may be useful for marketing and analysis.
Such operational efficiency improvements will be a major benefit, especially for small businesses.

Recommended for

Those who use Stripe and Microsoft Excel and find manual entry cumbersome
Those who want to manage sales data quickly
Those who want to centrally manage payment history for each customer and handle customer interactions smoothly

Benefits and Examples of Integrating Stripe and Microsoft Excel

Benefit 1: Reduce Data Entry Time

By integrating Stripe and Microsoft Excel and introducing automation to add payment data, you may significantly reduce data entry time.
For example, if you run an online shop and manage a large number of payment data daily in Microsoft Excel, eliminating manual entry could greatly reduce the time spent on input.
Additionally, without manual entry, the worry of registering incorrect data will be eliminated.

Benefit 2: Simplify Accounting Tasks

In accounting tasks, manually entering daily payment data into Microsoft Excel is labor-intensive.
By introducing automation to input Stripe's payment data into Microsoft Excel, you can simplify accounting tasks.
For example, in small businesses, checking daily payment data on Stripe and not having to enter it into Microsoft Excel allows staff to focus on tasks like expense reimbursement and voucher organization.
This enables accounting staff to create reports based on the latest data and achieve accurate data registration without input errors.

Benefit 3: Easier Data Management

Automatically adding Stripe's payment data to Microsoft Excel will make data management easier.
For example, it becomes possible to analyze based on past payment data and understand customer purchasing trends.
This may enhance marketing strategies and enable reliable data management.
Additionally, adding payment data to Microsoft Excel will be helpful when checking customer payment history.

We will introduce the automation method using Yoom by integrating Stripe and Microsoft Excel.

[What is Yoom]

How to Create a Stripe and Microsoft Excel Integration Flow

This time, we will introduce the setting method for the following template: "Add to Microsoft Excel when a payment is made on Stripe."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The integration flow is broadly divided into the following processes.

Register Stripe and Microsoft Excel as My Apps
Copy the template
Set up the trigger for Stripe, which will be the starting point of the flow, and configure the subsequent operations for Microsoft Excel
Turn on the trigger button and verify the integration operation between Stripe and Microsoft Excel

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Register Stripe and Microsoft Excel as My Apps

Register Stripe and Microsoft Excel as My Apps to connect them to Yoom.
Completing the My App registration first makes it easier to proceed with the automation settings.

First, register Stripe as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Stripe from the app list or use the search field to find it by app name.

When the following screen is displayed, check the method for registering Stripe as a My App here.
After confirming, set the "Account Name" and "Access Token".

Next, register Microsoft Excel as a My App.
When the following screen is displayed, log in to Microsoft Excel.

If Stripe and Microsoft Excel are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen appears, please check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
To set up Stripe first, click "When the payment is completed accurately".

Step 3: Set up the Stripe trigger that initiates the flow and the subsequent Microsoft Excel operation

*Stripe is an app available on some paid plans.
Operations and data connections of flowbots set up on other plans will result in errors, so please be careful.
A 2-week free trial is available for paid plans.
During the free trial, you can use apps that are subject to restrictions.

The following screen will appear, so please check the settings.

"Title" → Can be changed
"Account information linked with Stripe" → Check for accuracy
"Trigger Action" → When the payment is completed successfully

The following screen will appear, so click "Test" → "Test Successful" → "Save".

Check the following explanation and click "Test" → "Test Successful" → "Save".

Next, to set up Microsoft Excel, click "Add Record".
*Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.

When the following screen appears, please check the settings.

"Title" → Can be changed
"Account information linked with Stripe" → Check for accuracy
"Execution Action" → Add Record

Move to Microsoft Excel and set up the Stripe payment data you want to check in Microsoft Excel as follows.
The following is an example, so please set it up as desired.

Return to the Yoom screen and set up "Database Integration".

"File Storage Location" → Set as desired
"Drive ID" → Select from the options
*Click inside the box to display options.
Select the appropriate Drive ID.

Scroll and select "Item ID" and "Sheet Name" from the options as before.

The items set in Microsoft Excel will be displayed in the "Values of the records to be added" below.
Set the corresponding Stripe output for each item.
Click the arrow in the red frame to display the Stripe output.

Once all settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and verify the integration between Stripe and Microsoft Excel

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts up correctly.

Here is the template used this time.

Other Automation Examples Using Stripe

1. This is a flow that automatically notifies Google Chat when a payment is made with Stripe.
It is recommended for those who want to check completed payment data, as it will be automatically notified to Google Chat after the payment is completed.
By setting the Google Chat notification destination to a team, data sharing will become easier.

2. This is a flow that automatically sends a thank you email via Outlook when a payment is made through Stripe.
It eliminates the need to manually send thank you emails, thereby reducing work time.
It also prevents the risk of missing or mistakenly sending emails.

3. This is a flow where customer information is automatically registered in Stripe when a row is added in Google Sheets.
By registering customer information in both Google Sheets and Stripe, duplicate registrations are prevented.
You can always maintain the most up-to-date customer data in both applications.

Summary

By integrating Stripe with Microsoft Excel, you can automate the input of payment data.
This eliminates the need for manual entry and prevents input errors.
For small businesses in particular, simplifying accounting tasks can lead to a reduction in workload.
Additionally, it becomes easier to utilize the managed data, which may be beneficial for data analysis and marketing.

This automation can be easily utilized by leveraging the no-code tool Yoom.
If you are interested, please try it out.