Microsoft Excel + PayPal
Create new Microsoft Excel spreadsheets for all PayPal merchant transactions
Keep track of all your PayPal merchant transactions in an organized manner with this automation. This workflow commences whenever a transaction occurs in your PayPal merchant account and then creates a spreadsheet in Microsoft Excel for the transaction. By setting this up, you can efficiently manage your financial data without manual data entry, saving you time and reducing possible errors.
Keep track of all your PayPal merchant transactions in an organized manner with this automation. This workflow commences whenever a transaction occurs in your PayPal merchant account and then creates a spreadsheet in Microsoft Excel for the transaction. By setting this up, you can efficiently manage your financial data without manual data entry, saving you time and reducing possible errors.
- When this happens...All Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
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Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
