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

Entering a large amount of payment data manually can be a significant burden for the person in charge. By implementing automation through the integration of Stripe and Microsoft Excel, data management will become easier. This will make it easier to verify payment data, which could be beneficial for marketing and analysis. Such operational efficiency improvements can be a major advantage, 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 implementing automation to add payment data, you may significantly reduce the time spent on data entry. 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 risk of registering incorrect data is eliminated. Benefit 2: Simplify Accounting Tasks In accounting tasks, manually entering daily payment data into Microsoft Excel is labor-intensive. By implementing automation to input Stripe payment data into Microsoft Excel, you can simplify accounting tasks. For example, in small businesses, since you don't have to check daily payment data on Stripe and enter it into Microsoft Excel, the person in charge can focus on tasks such as expense reimbursement and organizing vouchers. This allows accounting personnel to create reports based on the latest data and achieve accurate data registration without input errors. Benefit 3: Easier Data Management Automatically adding Stripe 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 can enhance marketing strategies and enable reliable data management. Additionally, adding payment data to Microsoft Excel is useful 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." By using this template, you don't need to set up automation from scratch, which is convenient.

The integration flow is broadly divided into the following processes: - Register Stripe and Microsoft Excel as My Apps - Copy the template - Set up the Stripe trigger that initiates the flow and configure the subsequent Microsoft Excel operations - Turn on the trigger button and verify the integration between Stripe and Microsoft Excel If you are not using Yoom, please register for free from 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 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 appears, check the method for registering Stripe as a My App from here. After checking, set the "Account Name" and "Access Token." Next, register Microsoft Excel as a My App. When the following screen appears, 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 is displayed, 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 payment is completed accurately".

Step 3: Setting 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 for flow bots 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 be displayed, so please check the settings.

"Title" → Editable
"Account information linked with Stripe" → Check for accuracy
"Trigger Action" → When payment is successfully completed

The following screen will be displayed, 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 home and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.

When the following screen is displayed, please check the settings.

"Title" → Editable
"Account information linked with Stripe" → Check for accuracy
"Execution Action" → Add Record

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

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

"File Save Location" → Set as desired
"Drive ID" → Select from candidates
*Click inside the frame to display candidates.
Select the appropriate Drive ID.

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

The items set in Microsoft Excel will be displayed in the "Values of Records to Add" 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 operation between Stripe and Microsoft Excel

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot 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 the completed payment data, as it is 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 Google Sheets, you can also register it in Stripe, preventing duplicate registrations.
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 entry of payment data.
This eliminates the need for manual entry and prevents input errors.
For small businesses in particular, simplifying accounting tasks can also help reduce burdens.
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're interested, please try it out.