How to Integrate Applications

2024/10/23

How to integrate kintone with Smaregi to add inventory information from kintone to Smaregi

t.aizawa

The integration of kintone and Smaregi is a convenient tool that streamlines store operations and enhances business transparency. By linking kintone and Smaregi, from inventory management to the utilization of sales data, real-time information sharing becomes possible. This eliminates the need to manually track updates in kintone or perform update tasks in Smaregi, resulting in seamless integration between tools and improved operational efficiency.
In this article, we will explain in detail the specific benefits and integration methods for updating Smaregi when kintone's inventory information is updated.

Benefits of Integrating kintone and Smaregi

Benefit 1: Streamlined Inventory Management

By integrating kintone and Smaregi, inventory information in kintone can be reflected in real-time in Smaregi. This allows store staff to check the latest inventory status on the register screen, preventing overstocking or stockouts. Furthermore, as sales data is automatically imported into kintone, the accuracy of inventory management improves, and the effort of manual input is reduced. This is expected to enhance operational efficiency and reduce human errors.

Benefit 2: Centralized Data Management

By integrating kintone and Smaregi, customer information, sales data, inventory information, and more can be centrally managed in kintone. This improves the visibility of the entire store and business, facilitating smooth information sharing across departments. For example, sales analysis and understanding product trends become easier, enabling quick decision-making in marketing and procurement strategies. Additionally, the creation and analysis of reports using real-time data are streamlined, contributing to more strategic operations.

[About Yoom]

How to Create a kintone and Smaregi Integration Flow

Now, let's create a flow together using a template to "update Smaregi when kintone's inventory information is updated"!

The template we will use can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Now, let's get started together!

Step 1: Integrate kintone and Smaregi with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on kintone.
(3) A new registration screen for kintone will appear. Enter the subdomain, client ID, and client secret, then click Add.
※ For how to check the subdomain, client ID, and client secret, please refer to the site below.

How to Register kintone My Apps

Main Reasons and Solutions for Unable to Register kintone My Apps

(4) The following content will appear, so check it and click Allow if there are no issues.

(4) Next, proceed with the integration of Smaregi. Similarly, click on Smaregi from the list of new connections in Yoom.
(5) From the "New Registration of Smaregi" screen, enter the account name and contract ID.
For detailed instructions on registering Smaregi My Apps, please refer to the site below.

How to Register Smaregi My Apps

Once the input is complete, click "Add".
Once the integration is complete, kintone and Smaregi will be registered in Yoom's My Apps.

This completes the registration of My Apps.
Next, let's set up triggers using templates!

Step 2: Edit kintone Records

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a record is edited (Webhook trigger)" in the app trigger.

(2) From the "Select integration account and action" screen in kintone, check if there are any errors in the account information linked with kintone, keep the trigger action as "When a record is edited (Webhook trigger)" and click "Next".

(3) From the "Webhook event reception settings for app trigger" screen, copy the Webhook URL and configure it in the kintone admin screen.
For detailed Webhook settings, please refer to the site below.

Configure Webhook in kintone

Once the settings are complete, click "Test" and if no errors occur, click "Save".

Step 3: Retrieve records by integrating with kintone

(1) Next, retrieve records by integrating with kintone.
Click "Retrieve records".

(2) From the "Database integration" screen in kintone, check if there are any errors in the account information linked with kintone, keep the execution action as "Retrieve records".
Select the app ID from the candidates.

Once the input is complete, click "Next".
(3) From the "Detailed settings for database operations" screen, select the conditions for the records you want to retrieve from the output.

Once the selection is complete, click "Test" and if no errors occur, click "Save".

Step 4: Update product information by integrating with Smaregi

(1) Next, update product information by integrating with Smaregi.
Click "Update stock information".

(2) From the "Select integration account and action" screen in Smaregi, check if there are any errors in the account information linked with Smaregi, keep the action as "Update stock information" and click "Next".

(3) From the "API connection settings" screen, enter the contract ID, product ID, store ID, and stock quantity.
・Contract ID: Select from output
・Product ID: Select from candidates
・Store ID: Select from candidates
・Stock quantity: Select from output

Once the input is complete, click "Test" and if no errors occur, click "Save".
(4) All settings are now complete!
Finally, by clicking "Turn on trigger", the flow will start automatically.

The flow bot "Update Smaregi when kintone's stock information is updated" is complete.

The flow bot template used this time
Update Smaregi when kintone's stock information is updated

Other Automation Examples Using kintone and Smaregi

At Yoom, we have many other examples of automation using kintone and Smaregi, and we would like to introduce a few of them.

1. Update Inventory in Smaregi and Add Information to kintone at the End of the Month

At the end of the month, you can automatically retrieve inventory information from Smaregi and reflect it in kintone. This automation can help prevent inventory discrepancies. It is especially recommended for those who run online shops.

2. When a record is registered in kintone, register the product information in Smaregi

When a record is registered in kintone, the product information is automatically reflected in Smaregi. This is expected to save the effort of entering product information. Additionally, since the information is centralized, smooth product management can be achieved.

3. Add product information to kintone when it is registered in Smaregi

This flow allows you to automatically reflect information in kintone by registering product information in Smaregi. By automating this process, you can reduce the effort of entering data into multiple systems and improve operational efficiency. It is recommended for those who want to centralize information in kintone.

Additionally, if you would like to check templates using kintone and Smaregi, please visit the following site.

List of Flowbot Templates Using kintone

List of Flowbot Templates Using Smaregi

Summary

The integration of kintone and Smaregi seems to offer many benefits, such as automatic reflection of inventory information, centralized data management, and optimization of business workflows! This will enable real-time inventory management, improve information transparency, and reduce manual errors. In addition to streamlining store operations, it is also expected to have a positive impact on customer service and marketing strategies. Let's utilize this integration to aim for smoother and more strategic business operations!

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
kintone
Smaregi
Automation
Integration
Related Apps
App integration
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