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Create payment ledger rows for online course purchases

Automatically monitor payment succeeded events across Kajabi and send the purchase details into Google Sheets. Create and update payment ledger rows and client registry rows so you can reconcile purchases, segment customers, and avoid manual reporting.

How this automation creates payment ledger entries

When payment succeeded events happen, delays can break month-end reporting and reconciliation. This automation formats timestamps and adds payments ledger rows and client list rowsβ€”so your team can reconcile purchases faster.

  1. 1.Payment succeeded event is captured

    Integrate Kajabi and ecommerce event data to catch new successful purchase events and pass purchase payloads to the flow.

    Kajabior swap with your favorite app
  2. 2.Formats timestamp for mapping

    Integrate Formatter by Zapier, data transformation tools, and reporting inputs to format the event time and map it to the date column.

    Formatter by Zapieror swap with your favorite app
  3. 3.Writes to payments ledger

    Integrate Google Sheets and spreadsheet data mapping to add rows to the payments ledger and store date, name, email, amount, product, and source.

    Google Sheetsor swap with your favorite app
  4. 4.Writes to client list

    Integrate Google Sheets and customer registry templates to add rows to the client list by matching email and filling interest from product title.

    Google Sheetsor swap with your favorite app

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Canva
Sysco
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Lululemon
Barry's
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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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