When a payment is completed in Stripe, automatically add it to your Microsoft Excel payments sheet

■Overview

Manually entering payment information into Microsoft Excel every time a payment is completed in Stripe is time-consuming and can lead to input errors.
With this workflow, payment information is automatically added to the Microsoft Excel payment sheet whenever a Stripe payment is completed, reducing manual effort and errors for smoother payment management.

■Who This Template Is For

• Accounting professionals who use Stripe and Microsoft Excel and manually transfer payment information
• Operators of online stores and other businesses using Stripe payments who want to streamline sales management
• Anyone who wants to reduce manual data entry errors and maintain accurate payment records

■Benefits of This Template

• Automatically record completed Stripe payment information in Microsoft Excel to reduce the time spent transferring data.
• Prevent manual input errors and missed entries, helping improve the accuracy of payment data.

■Flowbot Steps

1. First, connect Stripe and Microsoft Excel to Yoom.
2. Next, select Stripe as the trigger and set the action to “When a payment is successfully completed.”
3. Finally, select Microsoft Excel’s “Add a record” action in the operation and configure it to add the payment information retrieved from Stripe to the specified sheet.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• In Microsoft Excel’s “Add a record” action, you can reference payment information retrieved from Stripe as variables.

■Notes

• Connect both Stripe and Microsoft Excel to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Stripe is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured in Flowbots using Stripe will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.