Regularly retrieve invoice information from Stripe and add it to Microsoft Excel
Regularly retrieve invoice information from Stripe and add it to Microsoft Excel
Launch this workflow to connect
Microsoft Excel &
Stripe
!
■Overview
Transferring invoice details issued in Stripe to Microsoft Excel each time can be a time-consuming task. With this workflow, invoice information is automatically retrieved from Stripe on a regular basis and added as a list to a specified Microsoft Excel file. Eliminate manual data entry and streamline the process of viewing and managing invoices in Microsoft Excel.
■Who should use this template
- Accounting professionals who manage Stripe invoice information in Microsoft Excel
- Those who manually create invoice lists and struggle with input errors or missed updates
- Those who want to automate recurring data aggregation and entry tasks to improve operational efficiency
■Benefits of using this template
- Because information is automatically added from Stripe to Microsoft Excel on a regular basis, you can reduce the time spent manually entering invoice details and creating lists.
- Reducing manual data copy-and-paste helps prevent human errors such as entry mistakes and missed postings, keeping your data accurate.
■Flowbot steps
- First, connect Stripe and Microsoft Excel to Yoom.
- Next, select Schedule trigger as the trigger and set the date and time when you want the flow to run.
- Then, select Stripe as the operation and specify the invoice information you want to retrieve using the “Search invoices” action.
- Next, use the repeat feature to process each of the multiple invoices retrieved through the search.
- Finally, select a Microsoft Excel operation within the repeat (loop) process and add the retrieved invoice information as a row to the specified file using the “Add records” action.
※ “Trigger”: An action that starts the flow. “Operation”: An action performed within the flow after the trigger starts.
■Customization options
- For the schedule trigger, set the frequency and time of day for retrieving information, such as daily, weekly, or monthly, according to your needs.
- With Stripe’s “Search invoices” action, you can set conditions such as customer ID, status (paid, unpaid, etc.), and creation date to narrow down the invoices you want to retrieve.
- With Microsoft Excel’s “Add records” action, specify the file or sheet where you want to add the information. You can freely customize the data to be entered using loop variables containing the retrieved information or fixed values.
■Notes
- Be sure to connect both Stripe and Microsoft Excel to Yoom.
- Stripe is available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in configured Flowbots that use Stripe will result in errors.
- Paid plans, such as the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps subject to plan restrictions. ・Microsoft365 (formerly Office365) offers plans for home users and businesses (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that work with Microsoft Excel databases, see [Excel] Configuring operations for working with databases.
- The “Repeat the same process” operation is available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in configured Flowbots that use this feature will result in errors.
- Paid plans, such as the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Customer Is Created
When a Customer Subscribes to a New Subscription Plan
When Subscription Details Are Updated
When a Subscription Ends
When the New Subscription Period Starts
When a Deposit Is Made
When a New Payment Is Created
When a New Payment Method Is Associated with a Customer
When a Payment Method Is Detached from a Customer
When a Customer's Payment Method Is Updated
When an Invoice Is Created
When a Payment Fails
When a Payment Is Successfully Completed
When a Refund Process Is Started
When the Checkout Session Is Successfully Completed
When a Product Is Created
When a Product Is Updated
When a Dispute Is Created
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a New Customer Is CreatedWhen a Customer Subscribes to a New Subscription PlanWhen Subscription Details Are UpdatedWhen a Subscription EndsWhen the New Subscription Period StartsWhen a Deposit Is MadeWhen a New Payment Is CreatedWhen a New Payment Method Is Associated with a CustomerWhen a Payment Method Is Detached from a CustomerWhen a Customer's Payment Method Is UpdatedWhen an Invoice Is CreatedWhen a Payment FailsWhen a Payment Is Successfully CompletedWhen a Refund Process Is StartedWhen the Checkout Session Is Successfully CompletedWhen a Product Is CreatedWhen a Product Is UpdatedWhen a Dispute Is Created
Flowbot operations
List CustomersRetrieve Customer DetailsRetrieve InvoiceCreate CustomerCreate SubscriptionCancel SubscriptionCreate ProductAdd a Price to a ProductCreate Payment LinkRetrieve Subscription DetailsRetrieve Payment DetailsRetrieve Balance Transaction DetailsList PayoutsList Balance Transactions for a PayoutRetrieve a ChargeUpdate CustomerRetrieve ProductRetrieve PriceList ProductsSearch Products (by Name)Search Prices (Exact Match by Product ID)Search CustomersCreate InvoiceCreate PriceList Billing Meter Event SummariesUpdate ProductUpdate PriceCreate Invoice ItemCreate Checkout Session (One-time Payment)Search InvoicesRetrieve BalanceRetrieve Checkout Session Line ItemsRetrieve Checkout SessionsMore inspiration for you
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