Create an installment payment from Google Sheets with Make

Use this template to create installment payments in Asaas from new rows added to Google Sheets.

The scenario looks up the customer before creation, registers them when needed, and creates the charges linked to the installment payment, including Payment Split when configured.

Before you begin

Have:

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

In Make, use:

• Real for Production;
• Sandbox for testing.

Sandbox and Production keys are different.

How it works

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flowchart TD
    A["Add row in Google Sheets"] --> B["Look up customer in Asaas"]
    B --> C{"Customer found?"}

    C --> Sim(("Yes"))
    C --> Nao(("No"))

    Sim --> D["Use the existing ID"]
    Nao --> E["Create the customer"]

    D --> F["Create the installment payment"]
    E --> F

    F --> G["Generate the installments"]
    G --> H["Validate the charges"]

    classDef inicio fill:#DBEAFE,stroke:#2563EB,color:#1E3A8A,stroke-width:3px
    classDef decisao fill:#FEF3C7,stroke:#D97706,color:#78350F,stroke-width:3px
    classDef validacao fill:#E0F2FE,stroke:#0284C7,color:#0C4A6E,stroke-width:2px
    classDef sucesso fill:#DCFCE7,stroke:#16A34A,color:#14532D,stroke-width:3px
    classDef respostaSim fill:#22C55E,stroke:#15803D,color:#FFFFFF,stroke-width:3px
    classDef respostaNao fill:#EF4444,stroke:#B91C1C,color:#FFFFFF,stroke-width:3px

    class A inicio
    class C decisao
    class B,D,E,F,G validacao
    class H sucesso
    class Sim respostaSim
    class Nao respostaNao

    linkStyle default stroke:#94A3B8,stroke-width:2px
    linkStyle 2 stroke:#22C55E,stroke-width:4px
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When the installment payment is created, Asaas generates the charges corresponding to the installments. Each one has its own ID, due date, amount, and payment cycle.

1. Prepare the spreadsheet

Use the template spreadsheet and make a copy in your Google Drive.

The spreadsheet provides the data used by the scenario, such as:

Example:

If you change the spreadsheet structure, also review the fields mapped in the scenario.

2. Open the template

Access:

Create an installment charge with Asaas from a new Google Sheets row

If you do not have an account yet, sign up for Make.

After opening the template, click Start Guided Setup.

3. Connect Google Sheets

In the Google Sheets configuration:

1. select Create a Connection;
2. enter a name for the connection;
3. authenticate your Google account;
4. select the spreadsheet stored in Google Drive;
5. configure the spreadsheet location.

The Google Sheets (Watch New Rows) module starts the scenario when it detects a new row.

4. Configure the Asaas connection

In the Environment field, select:

• Real for Production; or
• Sandbox for testing.

Then enter the API Key corresponding to the environment.

If you need to create or manage a credential, see API Keys.

5. Review the modules

The template uses the following components:

The current Asaas app in Make also has the Create an installment charge module. However, the template documented on this page uses Make an API Call for the adjustments required by the flow with Split.

6. Review the installment payment

Before running the scenario, confirm:

• customer;
• total amount;
• number of installments;
• initial due date;
• internal reference;
• Split configuration, when used.

In the Asaas API, an installment charge uses two or more installments. The amount can be defined by the total value of the operation or by the individual installment value.

For the complete rules, see Create an installment charge.

Split in installment payments

Split can be configured in different ways:

In a percentage Split, the calculation is made on the netValue of each installment.

See Split in installments.

7. Validate the scenario

Before using the Real environment:

1. configure the connection in Sandbox;
2. add a row with controlled data;
3. confirm that the correct customer was found or created;
4. validate the amount and number of installments;
5. check the first due date;
6. review the Split, when used;
7. run the scenario;
8. confirm the charges generated in Asaas.

Expected result

The row should result in an installment payment linked to the corresponding customer.

Asaas should generate the installment charges according to the configured number and amounts.

Before reprocessing a row, confirm whether the installment payment has already been created. Repeated executions can generate new installment payments.

Track the installments with Webhooks

Each installment has its own charge cycle.

Use the Events for payments to track payments received, due dates, refunds, and other status changes without making recurring API queries.

In events for charges that belong to an installment payment, the installment field identifies the originating installment payment.

When there is a Split, track:

PAYMENT_SPLIT_DONE

The event is fired individually for each settled Split. Since each installment has its own processing, an installment payment can generate different events as the installments are received.

Use additionalInfo.splitId to identify the corresponding Split.

Common errors

Check the Make execution history to identify the module where the failure occurred.

Next steps

• Go back to the Make templates
• Learn how to create an installment charge
• Configure Split in installments
• Track charge events
• See the Make FAQ