Create an installment payment from a Google Sheets row

This template allows you to automate the creation of installment payments in Asaas using information entered into a Google Sheets spreadsheet.

Whenever a new row is added to the spreadsheet monitored by Make, the scenario can locate or create the customer and automatically create an installment payment, including payment split when necessary.

This approach is recommended for operations that want to automate installment sales without requiring custom development.

When to use

This template is recommended for:

• installment sales;
• recurring charge registration operations;
• integrations between Google Sheets and Asaas;
• installment payments with payment split;
• automated flows without development.

Dependencies

Before configuring the template, it is necessary to:

• have a Make account;
• have an active Asaas account;
• have a valid API Key;
• have access to Google Drive;
• have a Google account;
• use the template spreadsheet;
• have the data required to create the customer and the installment payment.

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Important

The environment configured in Make must match the API Key being used.

Integration flow

New row in Google Sheets
↓
Make identifies the data
↓
Search customer
↓
Customer exists?
↓
Yes → Create installment payment
No → Create customer → Create installment payment
↓
Installment payment created
↓
Charges are generated automatically

Important rules

For the installment payment to be created correctly:

• the customer must have valid data;
• the values provided must be consistent;
• the number of installments must be within the allowed rules;
• changes to the spreadsheet structure may require adjustments to the scenario;
• installment payments created in the Real environment have real financial effects.

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Attention

Installment payments created in Production may generate real notifications and charges to customers.

Important parameters

The spreadsheet usually contains:

Example row

Template configuration

Download the template spreadsheet:

https://docs.google.com/spreadsheets/d/1tQXPy4h04JACJWHR3gO_vNaxvSx0EsgTaIuHrKuyt-U/edit?gid=0#gid=0

If preferred, make a copy to Google Drive.

Step 1

Access the template:

https://us1.make.com/templates/11919-create-a-installment-charge-with-asaas-from-a-new-google-sheets-row

Step 2

If you do not already have a Make account, register at:

https://www.make.com/en/register

After accessing the template, click Start Guided Setup.

Step 3

Connect your Google account.

Select Create a Connection, enter a name and sign in.

Step 4

Select the spreadsheet hosted in Google Drive.

Step 5

Configure the spreadsheet location.

Step 6

Configure the connection with Asaas.

In the Environment field, select:

• Real (Production); or
• Sandbox.

Then enter your API Key.

After that, the scenario will be ready for use.

Important behaviors

During execution:

• Make checks whether the customer already exists;
• if the customer does not exist, it will be created;
• the installment payment is created only after customer identification;
• failures in modules interrupt the flow;
• repeated executions may generate duplicate installment payments.

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Attention

It is recommended to use internal references to avoid duplicate operations.

Modules present in the integration

Google Sheets (Watch New Rows)

Monitors new rows added to the spreadsheet.

Asaas - List customers

Checks whether the customer is already registered.

Asaas - Create customer

Creates the customer if they do not already exist.

Asaas - Make an API call

Currently, creating installment payments with payment split may require direct calls to the Asaas API.

Documentation:

https://docs.asaas.com/

Router

Controls the integration flow.

Path 1

Customer already registered:

Google Sheets
↓
Find customer
↓
Create installment payment

Path 2

Customer not registered:

Google Sheets
↓
Create customer
↓
Create installment payment

Operational impacts

When used in the Real environment:

• real installment payments will be created;
• notifications may be sent to customers;
• future charges will be generated automatically;
• configuration errors may generate unintended charges.

For this reason, it is recommended to test first in Sandbox.

Common errors

Invalid API Key

The key used does not match the selected environment.

Customer not found

This may occur when the provided data is incorrect.

Duplicate installment payments

This may occur due to the lack of additional validations.

Split errors

These may occur when the distribution configuration is invalid.

Spreadsheet issues

Changes to the column structure may prevent the scenario from working correctly.

Best practices

• Test first in Sandbox.
• Monitor Make logs.
• Use internal references to avoid duplicates.
• Review scenarios periodically.
• Avoid changing the spreadsheet structure without reviewing the modules.
• Document customizations made.

Related content

• Make Templates;
• Make Features and Benefits;
• Create customers;
• Create installment payments;
• Payment split;
• Webhooks;
• API Limits.