List daily billing meter event summaries from Stripe and add them to Microsoft Excel
List daily billing meter event summaries from Stripe and add them to Microsoft Excel
Launch this workflow to connect
Stripe &
Microsoft Excel
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■Overview
Do you find it time-consuming to compile daily billing data and create reports using Stripe? Manually extracting data every day and transferring it to Excel or another tool takes time and increases the risk of input errors. With this workflow, you can automatically retrieve a summary of billing meter events from Stripe at a set time each day and add the data to Microsoft Excel. Automate manual Stripe billing report creation and streamline repetitive tasks.
■Who Should Use This Template
- Anyone who manually creates Stripe billing reports and wants to automate the process
- Anyone who wants to prevent human errors such as copy-and-paste mistakes and data entry errors during daily data aggregation
- Anyone who wants to connect Stripe with Microsoft Excel to streamline subscription revenue management
■Benefits of Using This Template
- Stripe billing data is automatically transferred to Microsoft Excel at a set time every day, reducing the time spent creating reports manually.
- Because the system processes data automatically, it helps prevent human errors such as missing entries and input mistakes that commonly occur when copying and pasting data manually.
■How the Flowbot Works
- First, connect Stripe and Microsoft Excel to Yoom.
- Next, select Schedule Trigger as the trigger and set the flow to run at a specific time every day.
- Then, use the data transformation feature in an operation to convert the date into the required format for specifying the period from which to retrieve data in Stripe.
- Next, configure Stripe's "Retrieve a list of billing meter event summaries" action in an operation.
- Finally, configure Microsoft Excel's "Add a record" action in an operation to add the data retrieved from Stripe as a row in the specified file.
※ "Trigger": An action that starts the flow. "Operation": An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- With the schedule trigger, you can set any time you want to generate the report, such as 9:00 AM every day.
- In the data transformation operation, you can use date variables to convert a date and time—such as the previous day's date—into the format required by Stripe.
- In Stripe, you can specify a meter ID, customer ID, retrieval period, and other parameters to extract only the information you need.
- When adding records to Microsoft Excel, you can choose the destination database and specify the data to add.
■Notes
- Connect both Stripe and Microsoft Excel to Yoom.
- Stripe is available only on the Team and Success plans. If you are on the Free or Mini plan, the configured Flowbot operations and Data Connect settings 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 otherwise subject to plan restrictions.
- Microsoft 365 (formerly Office 365) offers plans for home use and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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About the Apps
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Stripe
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Microsoft Excel
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About the apps you use
Stripe
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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
List Customers
Retrieve Customer Details
Retrieve Invoice
Create Customer
Create Subscription
Cancel Subscription
Create Product
Add a Price to a Product
Create Payment Link
Retrieve Subscription Details
Retrieve Payment Details
Retrieve Balance Transaction Details
List Payouts
List Balance Transactions for a Payout
Retrieve a Charge
Update Customer
Retrieve Product
Retrieve Price
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 Sessions
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)More inspiration for you
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