Bカートとkintoneの連携イメージ
How to Integrate Applications

2024/12/17

Integrating B-Cart with kintone: How to add orders from B-Cart to kintone when an order is placed

n.fukuoka

B-Cart is a convenient tool that allows flexible customization of pricing and payment methods for each business partner. This enables centralized management of orders and reduces human errors while improving operational efficiency. However, if manual input into kintone is required every time an order is placed through B-Cart, it could lead to increased complexity. This article explains the benefits of integrating B-Cart with kintone and how to set it up. This article is recommended for the following people: - Those who are utilizing both B-Cart and kintone - Those who want to resolve discrepancies in order data and delays in information sharing between departments - Those who are manually transferring data from B-Cart to kintone and are concerned about input errors and workload Benefits and Examples of Integrating B-Cart and kintone Benefit 1: Preventing Manual Input Errors When orders occur, manually entering data into kintone each time increases the risk of input errors. Especially when sales or order management personnel handle numerous orders daily, a single input error could lead to a decline in customer trust or subsequent operational issues. For example, if a sales representative makes a mistake in quantity or amount when transcribing order information, it might affect invoices or delivery notes. By integrating apps, data is automatically added from B-Cart to kintone, reducing human errors. As a result, the accuracy of operations improves, and personnel spend less time dealing with errors. Benefit 2: Reducing Workload for Personnel Manual data entry can be a significant burden for personnel. This burden increases, especially during periods with a high number of orders or when data migration between multiple systems is necessary. If data entry takes a long time and delays other tasks, it could result in increased working hours. Automation allows the time previously spent on data entry to be used for tasks that should be prioritized, such as allowing the marketing team to focus on customer analysis and promotional planning or enabling the customer support team to improve the quality of customer inquiries. Benefit 3: Preventing Data Discrepancies Manual data transcription inevitably leads to time lags in information transmission and time differences in information sharing among stakeholders. For example, after an order is placed in B-Cart, until the sales representative transcribes the information into kintone, other departments may not be able to grasp that order information. Additionally, if multiple people are handling the same customer, there is a possibility of duplicate responses due to the lack of shared latest order status. By integrating B-Cart and kintone, order information is automatically reflected in kintone, allowing all stakeholders to always share the latest information. As a result, resolving delays in information transmission prevents operational stagnation and enables the organization to respond quickly. In this article, we will proceed with integration using Yoom. If you haven't used it yet, please take a look at "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to "add to kintone when an order occurs in B-Cart." [What is Yoom] How to Create a B-Cart and kintone Integration Flow It is possible to achieve this by receiving notifications of new leads registered in B-Cart using B-Cart's API and notifying the specified group chat in kintone with the lead information registered in B-Cart using kintone's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The integration flow is broadly created through the following processes. - Register B-Cart and kintone as My Apps - Set up a trigger that activates when an order occurs in B-Cart - Configure settings to add to kintone - Test and verify Step 1: My App Integration with B-Cart and kintone First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name in the input field. This time, search for and register B-Cart and kintone respectively. B-Cart My App Registration Let's start by registering from B-Cart. Enter B-Cart in the input field, and when the B-Cart icon appears, click on the icon. The B-Cart login screen will appear. Please log in with the account you want to link. This completes the B-Cart My App registration. kintone My App Registration Similarly, search for kintone and click on the icon. The following screen will appear. Enter the Subdomain, Client ID, and Client Secret. For detailed instructions on registering kintone as a My App, please refer to this page. If you encounter issues with kintone My App registration, please refer to the following link: Main Causes and Solutions for kintone My App Registration Issues. After entering the information, click Add to complete the kintone My App registration. This concludes the My App registration for B-Cart and kintone. Once My App registration is successful, the following screen will appear. Please check if the B-Cart and kintone icons are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing Storage Location Please click on Try it from the link below.

If the following display appears, the template copy is successful.

Step 2: Setting the Trigger to Activate When an Order Occurs in B-Cart

1. First, click on "When an order occurs" at the top.

2. You can set the title freely.
Enter the account information to link with B-Cart.
Select "When an order occurs" as the trigger.
Once the input is complete, click "Next".

3. Set the Trigger Activation Interval.
You can select the trigger activation time at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.

Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Settings to Add to kintone

1. Return to the flow. Finally, click the icon for "Add to Record".

2. Enter the account information to link with kintone.
Select "Add Record" as the action.

3. Set up the database linkage.
For the App ID, click the input field to display candidates and select from them.
Once the input is complete, click "Next".

4. Set the Values for the Record to be Added.
When you click the input field for each item, the output obtained earlier will be displayed.
For example, by setting it as follows, you can select the orderer's name from the B-Cart output in kintone.

Once the settings are complete, click "Test" and if there are no issues, click "Save".

5. This completes the flow of [Adding to kintone when an order occurs in B-Cart].

Step 4: Test and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.


With Yoom, you can complete the setup smoothly without code.
Try this convenient flow from the link below.

Other Automation Examples Using B-Cart

There are many other examples of automation using B-Cart in Yoom, so here are a few.

1. A flow that adds orders to Notion when they occur in B-Cart.
By utilizing this template, information is automatically added to Notion when an order occurs, reducing the effort required for confirmation tasks.
This makes it easier to share order status among members and supports smooth communication.

2. This is a flow to add B-cart order information to Microsoft Excel.
By utilizing this template, B-cart order information will be automatically reflected in Microsoft Excel.
This eliminates the need to manually input data of the orderer and ordered items, which is expected to improve work efficiency and make it easier to use for aggregation and analysis.

3. This is a flow to notify Slack when an order is placed on B Cart.
By using this template, you can automatically notify Slack when a new order is placed on B Cart.
This will facilitate smooth information sharing and help you smoothly proceed to the next task.

Summary

By integrating B-Cart with kintone, orders placed on B-Cart can now be automatically added to kintone.
This is expected to speed up operations and improve accuracy, creating an environment that allows you to focus on strategic tasks.
Yoom is a no-code tool that is easy to use even for beginners, requiring no specialized skills or programming knowledge.
Repetitive data entry tasks can be automated simply by selecting a template and making the necessary settings.
Why not aim for a more effective way of working by utilizing Yoom?

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
Bcart
kintone
Integration
Automation
Related Apps
App integration
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