Split na Pluga

The Payment Split functionality in Asaas allows you to divide the amount of a charge between different accounts or wallets in an automated way. Next, we will show you a detailed step-by-step guide on how to configure this functionality without the need for programming.

The video below is in Portuguese:

Prerequisites:

1. Account on Asaas.
2. Account on Pluga (automation platform).
3. Google Spreadsheet or other tool as the source of billing data.

Step by Step:

1. Prepare the data source
   1. Use a spreadsheet with essential information such as: customer name, charge amount, due date, and Wallet IDs (if you are sharing with wallets).
   2. Structure the information into three pillars:
      1. Customer information (name, email, telephone);
      2. Order information (value, due date);
      3. Wallets (Wallet ID and values).
         
         
2. Create an account at Pluga
   1. Access the Pluga website and create an account (you can use the integration for free with the freemium plan).
   2. If you already have an account, do login.
      
      
3. Set up automation in Pluga
   1. On the Pluga panel, click on "Create automation".
   2. Give the automation a name, for example: “Payment Split”.
   3. Choose the data source tool (in this example, Google Sheets).
      
      
      
      
4. Select sheet and set trigger
   1. 1. Choose the spreadsheet and corresponding tab that contains the billing data.
      2. Define the column that, when filled in, will trigger the automation to generate the charge in Asaas.
         
         
         
         
5. Connect Asaas account
   1. Select Aaas as the target tool.
   2. Choose the action you want to perform, such as "Generate a charge", or "Create a subscription"
   3. Connect your Asaas account by entering the integration token available on the Asaas dashboard.
      
      
      
      
6. Synchronize information between the spreadsheet and Asaas
   1. Associate the spreadsheet fields with the information requested in Asaas, such as customer name, billing amount, due date, among others.
   2. If you want a fixed amount for all charges, you can enter it directly. Otherwise, use the variable data from the spreadsheet.
      
      
      
      
7. Activate Payment Split
   1. In the Payment Split option, select "I want to split the payment".
   2. Choose between splitting the payment with:
      1. Subaccounts already registered (subaccounts must be associated with the main account).
      2. Wallet IDs (wallet IDs used to divide the value).
   3. Define the number of subaccounts or wallets that will receive the payment split.
      
      
      
      
8. Define subaccounts or portfolios
   1. 1. If you selected Registered subaccounts, choose the subaccount and the amount to be transferred (fixed or percentage).
      2. If you are using Wallet IDs, enter the wallet IDs directly or import from the spreadsheet.
         
         
9. Completion of automation
   1. After configuring all fields, click "Continue" and then "Finish Automation".
   2. Now, whenever a line is filled in the spreadsheet, a charge with split payment will be automatically generated in Asaas.
      
      

   Final Considerations

   The Payment Split functionality in Asaas is extremely useful for dividing revenues between different stakeholders automatically. With integration via Pluga, you don't need technical or programming knowledge, making it easier to create efficient automations for your business.
   If you have any questions, please contact Pluga support by email suporte@pluga.co.