Microsoft Excel + GoCardless
Add rows in Microsoft Excel for new secured payments in GoCardless
Manage your records efficiently with this automation that updates a Microsoft Excel spreadsheet every time a payment is secured in GoCardless. You no longer need to manually input transaction details because this workflow captures and adds them straight into your Excel sheet. Stay on top of your finances, maintain accurate records, and save time for more valuable tasks with this process.
Manage your records efficiently with this automation that updates a Microsoft Excel spreadsheet every time a payment is secured in GoCardless. You no longer need to manually input transaction details because this workflow captures and adds them straight into your Excel sheet. Stay on top of your finances, maintain accurate records, and save time for more valuable tasks with this process.
- When this happens...Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Activated
Triggers when a payment mandate is activated.
Try ItNew Mandate Created
Triggers when a payment mandate is created.
Try ItFailed Payment
Triggers when a payment fails.
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Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
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