スマレジとSTORES予約の連携イメージ
How to Integrate Applications

2024/7/31

How to add to Smaregi when registered in STORES Reservation by linking STORES Reservation and Smaregi

s.ougitani

Benefits and Automation Examples of Integrating STORES Reservation with Smaregi

By integrating Smaregi with STORES Reservation, centralized data management becomes possible, allowing you to automate sales processes and improve operational efficiency!

Benefits of Integrating STORES Reservation with Smaregi

Benefit 1: Centralized Data Management

By integrating Smaregi with STORES Reservation, you can link reservation information received through STORES Reservation with customer information in Smaregi.
With this linkage, you can centrally manage customer information, including reservation and purchase history.

Having clear information allows you to efficiently issue coupons, nurture repeat customers, and improve customer satisfaction.

Additionally, products registered in Smaregi can be automatically added to STORES Reservation, reducing manual data entry tasks and cutting down on administrative work.

Benefit 2: Streamlining Sales Processes

With integration, you can accept reservations 24/7 through STORES Reservation and automatically add them to Smaregi, automating and streamlining the reservation process.
Sales information from STORES Reservation is automatically added to Smaregi, reducing labor costs for data entry, which is a win-win!

Benefit 3: Simplifying Reservation Confirmation and Customer Support

You can check reservation information on Smaregi, enabling smooth customer support.
If a customer changes or cancels a reservation on STORES Reservation, it is automatically reflected in Smaregi, allowing for changes without re-entering data.

Moreover, reservations and changes can be made 24/7, allowing you to always view fresh information at a glance.
Integration enables bidirectional communication, enhancing operational efficiency and productivity.

Automation Examples of STORES Reservation and Smaregi

Automatically Add Information to Smaregi When a Reservation is Made in STORES Reservation

When a reservation is made in STORES Reservation, the information can be automatically reflected in Smaregi.
As soon as a reservation is made, the information is added, allowing you to check new information in real-time at any time.

Manage Inventory in Smaregi When a Product Reservation is Made in STORES Reservation

When a product reservation is made in STORES Reservation, you can automatically update the inventory data in Smaregi. With integration, you can always check the fresh inventory status, reducing the risk of stockouts and easily obtaining the latest inventory information.

How to Create an Integration Flow for STORES Reservation and Smaregi

Let's get started, no difficult programming knowledge required! We will integrate STORES and Smaregi using Yoom.
This time, we will explain the flowbot template for "Adding to Smaregi When Registered in STORES Reservation".

First, let's start with the preparation. You can issue a Yoom account here in just 30 seconds!

Step 1: Setting Up MyApp

1. Connect STORES

・Once you have logged into the Yoom workspace, click on MyApp displayed on the left side of the screen.
・Select New Connection → STORES.
・Enter the account name and contract ID.
・For detailed MyApp instructions, please check here.

2. Connect Smaregi

・As with the previous setup, click on MyApp displayed at the top left of the screen.
・Select New Connection → Smaregi.
・Register a name of your choice for the account name!
・Please contact the STORES reservation representative for the access token.

This completes the registration of MyApp.

Once the MyApp registration is complete, click the banner below to copy the template to MyProject and start creating!

テンプレートがマイプロジェクトへコピーされました!

ステップ2:STORESのトリガー設定

1.連携アカウントとアクションを選択

・アプリトリガーのタイトルは任意で大丈夫です。
・トリガーアクションは「予約が登録されたら」を選択しましょう。

2.アプリトリガーのAPI接続設定

・トリガーの起動間隔を選択しましょう。
・トリガーの起動間隔については5分、10分、15分、30分、60分の間隔から選べます。
・プランによって起動間隔の選択内容が変わります。
・テストして成功したら、アウトプットとしてSTORESの情報を取得できました。
・アウトプットが取得できたら、保存しましょう。

ステップ3:スマレジのアクション設定

1.連携アカウントとアクションを選択

・タイトルを入力しましょう。
・アクションには会員情報を登録を選択しましょう。

2.API接続設定

・必須項目を入力しましょう。
・氏名などはSTORES予約で取得した情報をアウトプットとして埋め込みましょう。

以上でフローボットの設定が完了しました!

Advanced Integration Flow of Smaregi and STORES Reservation

In addition to the flowbot introduced this time, we have prepared numerous templates and are increasing them daily!
It is also possible to create from scratch instead of using a template, allowing you to create a flowbot that perfectly matches your business flow, making it easy to arrange and customize!

As long as you have completed the registration with Yoom and My App, you can easily create complex flowbots such as "Retrieve the transaction list in Smaregi for order management at a specified schedule and request confirmation from the person in charge"!

If you could use a flow bot that "notifies Slack of reservation information registered in STORES Reservation and stores it in Google Sheets," it seems like you could reduce the manual input work and improve the efficiency of administrative tasks!

Summary

How was it?
By integrating Smaregi with STORES Reservation, you can automate reservation-related tasks and significantly improve operational efficiency.
Automation reduces manual work, eliminating input errors and omissions.
With the ability for the entire team to constantly check the latest information, communication within the team becomes more efficient and active!

Why not take this opportunity to use Yoom to leverage the integration of Smaregi and STORES Reservation, reduce administrative tasks, and enhance customer satisfaction?

The person who wrote this article
s.ougitani
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers. I'm fascinated by Yoom's revolutionary service of “automating office work.” I would like to write so that I can send out information that can be useful to everyone, even a little bit.
Tags
Automation
Integration
App integration
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