Automate finance with Make.com

Using make.com, you can automatically sync data between Revolut Business and Google Sheets, eliminating manual exports, copy-paste work, and repetitive reporting tasks. This guide walks you through how to recreate the automation shown on the official how-to page so you can track payments, balances, and transactions in a live spreadsheet.

The goal is to help you build an automated workflow where new or updated data in Revolut Business is sent straight into Google Sheets for analysis, dashboards, and sharing with your team.

What you need before starting on Make.com

Before setting up your automation, prepare these accounts and resources so that the configuration in make.com goes smoothly.

• An active Revolut Business account with API permissions enabled.
• A Google account with access to Google Sheets.
• A make.com account with workspace access to create scenarios and connections.
• A target Google Sheet with column headers ready for incoming Revolut data.

Once these prerequisites are in place, you can move directly into building and testing your scenario.

Create a new scenario in Make.com

The scenario is the core automation in make.com. It defines when the workflow runs and what happens to your data as it moves from Revolut Business to Google Sheets.

1. Log in to your make.com dashboard.

2. Click Create a new scenario.

3. On the canvas, you will see a blank space where you can add modules for Revolut Business and Google Sheets.

Give the scenario a clear name such as Revolut Business to Google Sheets Sync so your team can easily identify it later.

Connect Revolut Business in Make.com

The first module in your scenario usually acts as the trigger. For automations that pull financial data, Revolut Business will often be that trigger in make.com.

1. Click the big plus icon on the canvas.

2. Search for Revolut Business and select it.

3. Choose the most relevant trigger module, for example:

   • Watch Transactions – to capture new card transactions.
   • Watch Payments – to track outgoing or incoming payments.
   • Get Account Balance – if you want to fetch balances on a schedule.

4. Click Add or Connect to create a new Revolut Business connection.

5. Follow the on-screen steps: authorize access, grant necessary scopes, and confirm the connection.

After the connection is saved, configure basic options such as the account, currency, or date range, according to what the original how-to demonstrates for the specific data you want to sync.

Set up Google Sheets in Make.com

Next, add Google Sheets so that the data retrieved from Revolut Business has a structured destination. The Google Sheets module in make.com will write the data into a chosen spreadsheet and worksheet.

1. Click the plus icon to the right of the Revolut module.

2. Search for Google Sheets and select it.

3. Choose an action such as:

   • Add a Row – to append one row per transaction or payment.
   • Update a Row – if you maintain one row per unique transaction and might update it later.

4. Create or select an existing Google Sheets connection and authorize the requested permissions.

5. Select your target spreadsheet and worksheet from the dropdowns.

Make sure the Google Sheet already contains header columns that match the Revolut fields you plan to map, such as date, description, amount, currency, and status.

Map Revolut fields to Google Sheets columns

With both modules added in make.com, you now map the data fields from Revolut Business to the appropriate columns in Google Sheets.

1. Open the Google Sheets module configuration panel.

2. After choosing the spreadsheet and sheet, you will see each column header as a field.

3. Click inside a field to open the mapping dialog and select a data item coming from the Revolut module, such as:

   • Transaction date
   • Merchant or counterparty name
   • Amount and currency
   • Category or payment reference
   • Transaction status or type

4. Repeat for every column you want to populate.

Use the sample data feature, if available, to confirm that the mapping reflects exactly what appears in the original Revolut payload.

Testing and scheduling your Make.com workflow

Before activating your scenario, you should test and then configure how often it runs in make.com.

Run a test execution in Make.com

1. Click Run once at the bottom of the scenario editor.

2. Trigger a new transaction or select an existing one according to the options of the Revolut Business module.

3. Watch the execution log to confirm that:

   • The Revolut module retrieves the expected records.
   • The Google Sheets module adds or updates rows successfully.
   • No errors or mapping issues appear in the details.

If rows show up correctly in the spreadsheet, your setup is aligned with the reference implementation shown on the source guide.

Schedule the scenario in Make.com

1. In the scenario editor, click the clock icon or scheduling option.

2. Choose how often the scenario should run, for example:

   • Every 5 or 15 minutes for near real-time tracking.
   • Hourly or daily for summary updates.

3. Save the schedule and turn the scenario ON.

From now on, make.com will automatically fetch data from Revolut Business and keep your Google Sheets report continuously updated.

Ways to enhance your Make.com finance automation

Once the core synchronization is working, you can expand the automation with additional modules and logic available in make.com.

• Filters and routers: Split high-value transactions into a dedicated sheet or route failed payments to a separate path.
• Aggregators: Group transactions by day or by category before writing them to a summary sheet.
• Notifications: Connect email or chat apps to send alerts when certain thresholds are exceeded.
• Multiple sheets: Write raw data to one sheet and summaries or dashboards to another.

These enhancements help mirror more advanced workflows like those shown on official templates, but tailored to your specific accounting or reporting process.

Reference resources and further help

For additional details, screenshots, and specific module settings, review the original how-to page about connecting Revolut Business and Google Sheets: Official Revolut Business & Google Sheets guide. It walks through a concrete example that you can adapt inside make.com.

If you need professional assistance designing complex financial automation or connecting multiple tools beyond Revolut and Google Sheets, you can also consult specialists at Consultevo, who help teams plan, document, and optimize workflows built on make.com.

By following the steps in this guide and using the reference implementation, you will have a reliable, low-maintenance automation that keeps your financial data synchronized, transparent, and ready for analysis in Google Sheets.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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