How to link BASE with Smaregi and automatically register product information in Smaregi when product information is registered in BASE

In sales operations, streamlining the registration of product information is crucial.
This article introduces a method to automate the product information registration process by integrating BASE with Smaregi.
This will reduce the burden of manual registration and decrease the risk of registration errors.
Additionally, by centralizing product registration across systems, you can save the time previously spent on registration.

Recommended for

Those who are struggling with managing product information using BASE and Smaregi
Those who want to automate BASE and Smaregi to improve operational efficiency
Those aiming to enhance the reliability of product registration

Benefits and Examples of Integrating BASE and Smaregi

Benefit 1: Centralized Management of Product Information

By integrating BASE with Smaregi, you can register product information in bulk.
For example, registering a new product in BASE will automatically reflect in Smaregi, eliminating the need to register separately in different tools.
This ensures that you can verify the same product information in either tool, allowing for consistent data registration.
Furthermore, eliminating the need for multiple registrations allows staff to focus on product management and online shop operations.

Benefit 2: Prevent Registration Errors

Automating product information registration can prevent input errors.
For instance, if you conduct online sales with BASE and store operations with Smaregi, any errors in product information can disrupt consistency.
Manually entering product information, as done traditionally, increases the risk of input errors.
However, automating the registration process can help maintain accurate data.
This can avoid the risk of providing incorrect information to customers and lead to offering a more reliable service.

Benefit 3: Save Time

Automatically registering product information can significantly reduce the time spent on tasks.
For example, you no longer need to manually register each product in POS systems like Smaregi, alleviating operational burdens.
This automation is particularly beneficial when new products frequently arrive.
This allows staff to spend less time on registration tasks and focus on inventory management and customer service, potentially improving operational efficiency.

We will introduce an automation method using Yoom by integrating BASE with Smaregi.

[What is Yoom]

How to Create a BASE and Smaregi Integration Flow

This time, we will introduce how to set up the following template: "Add BASE product information to Smaregi."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The integration flow is broadly created through the following processes.

Register BASE and Smaregi as My Apps
Copy the template
Set the BASE trigger as the starting point of the flow and configure the subsequent Smaregi operations
Turn on the trigger button and verify the integration operation between BASE and Smaregi

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Step 1: Register BASE and Smaregi as My Apps

Please register BASE and Smaregi as My Apps to connect them to Yoom.
Once you register as My Apps, you can easily set up automation.

First, let's register BASE as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

Search for BASE from "Search by App Name" or find it from the app list.

The following screen will be displayed, so enter your "Email Address" and "Password" and click "Authenticate App".

Next, let's register Smaregi as a My App.
Search for Smaregi from the search bar as before, or find it from the list.

For the method of registering Smaregi as a My App, please refer to the help page here.
Check the "Contract ID" in the red frame at the top left and set it in Yoom.

Once both My App registrations are complete, BASE and Smaregi will be displayed.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, click the relevant section to make changes.
Start with the BASE settings, and click "When a product is created/updated".

Step 3: Setting the BASE trigger that initiates the flow and the subsequent Smaregi operation settings

The following screen will be displayed, so check the settings.

"Title" → Can be changed as desired
"Account information linked with BASE" → Verify there are no discrepancies in the account
"Trigger Action" → When a product is created/updated

When the following screen is displayed, check the setup method.
Once confirmed, select the "Trigger Activation Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger activation interval varies depending on the plan.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, proceed with the Smaregi settings by clicking "Register Product Information".
When the following screen is displayed, check the settings.

"Title" → Can be changed as desired
"Account information linked with Smaregi" → Verify there are no discrepancies in the account
"Action" → Register Product Information

When the following screen is displayed, set the "Contract ID".

Scroll and set the relevant ID from the candidates within the red frame.

Next, set items such as "Product Name" and "Product Unit Price".
Use the BASE output for the settings.
Click the arrow within the red frame to display the BASE output.
Set other items in the same way.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and check the integration operation between BASE and Smaregi

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is operating correctly.

Other examples of automation using BASE and Smaregi

1. A flow that automatically synchronizes product information from Smaregi to BASE.
Contrary to this template, you can also register product information from Smaregi to BASE.
This saves time as you do not need to manually register product information.

2. This is a flow that automatically notifies Google Chat when an order is placed on BASE.
‍It is recommended for those who want to check order information on Google Chat.
Since you can check order information on Google Chat, it reduces the need to switch between tools.

3. This is a flow that automatically adds orders from BASE to Microsoft Excel.
By adding order information from BASE to Microsoft Excel, it is convenient for record-keeping.
Adding order information to Microsoft Excel will make information sharing easier.

Summary

By integrating BASE with Smaregi, product information registration can be automated, potentially significantly improving operational efficiency.
This can lead to time savings by reducing manual errors.
Additionally, utilizing the saved time for customer service and product management may contribute to business growth.
Please consider this article as a reference when contemplating the introduction of automation.

The ease of operation with Yoom is a major advantage, allowing anyone to start smoothly.
First, try registering for free here and experience it for yourself.