Integrate B-Cart with Microsoft Excel to automatically add B-Cart order information to Microsoft Excel

For those running an online store, managing order information is one of the crucial tasks.
By utilizing Yoom to integrate B-Cart with Microsoft Excel, you can automatically reflect B-Cart's order information in Microsoft Excel.
This eliminates the need to manually update order information, reducing the workload for the person in charge.
Additionally, it can help prevent human errors such as update mistakes or incorrect entries.
This article explains how to set up the flow to automatically reflect B-Cart's order information in Microsoft Excel and the benefits of implementing it.

Recommended for

Those who use both B-Cart and Microsoft Excel
Operators running an e-commerce site or online shop who want to streamline order management
Team leaders who want to enhance information sharing within the team
Staff who want to respond quickly to customer inquiries

Benefits and Examples of Integrating B-Cart with Microsoft Excel

Benefit 1: Reduction of Work Time and Operational Efficiency

By integrating B-Cart with Microsoft Excel, manual input tasks are no longer necessary, reducing manual work time and human errors such as update mistakes or incorrect entries.
For example, when an order is confirmed in B-Cart, the order information is automatically added to Microsoft Excel.
This reduces the time e-commerce sales staff spend on order processing and makes it easier to grasp the order status.

Benefit 2: Enhanced Information Sharing through Centralized Data Management

Since B-Cart's order information is automatically added to Microsoft Excel, it can be centrally managed.
For example, when a team leader checks order information, if the information is scattered across multiple systems or files, it may not be possible to share information immediately.
With order information automatically added, there is no need to check multiple systems or files, making information sharing easier.
Proper data management can smooth internal collaboration and is expected to speed up decision-making.

Benefit 3: Improved Customer Response Speed and Service Quality

With B-Cart's order information added to Microsoft Excel in real-time, customer responses can be handled quickly.
For example, sales staff can check the latest order status and immediately inform customers about shipping status or order changes, enhancing service quality.
Being able to respond quickly to customer inquiries can improve customer satisfaction and potentially strengthen the brand image.

Now, let's explain how to automatically add B-Cart's order information to Microsoft Excel using the no-code tool Yoom.

[What is Yoom]

How to Automatically Add B-Cart's Order Information to Microsoft Excel

This can be achieved by receiving updates on order information from B-Cart using B-Cart's API and adding the updated order information to a specified database in Microsoft Excel using Microsoft's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

We will create it in the following major processes:

Register B-Cart and Microsoft Excel as My Apps
Copy the template
Set the B-Cart trigger as the starting point of the flow and the subsequent Microsoft Excel operation settings
Turn on the trigger button and check the integration operation between B-Cart and Microsoft Excel

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register My Apps for B-Cart and Microsoft Excel

Register the My Apps to connect B-Cart and Microsoft Excel to Yoom.
By registering My Apps first, automation settings become easier.

First, register the My App for B-Cart.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

An app list and search field will be displayed, so use either to select B-Cart.

When the following screen appears, enter your "Email Address" and "Password" as instructed, and click login.

After logging in, when the following screen appears, allow access to complete the My App integration.

Next, proceed to register the My App for Microsoft Excel.
Similarly, search for Microsoft Excel in the app list or use the search field.
Note: Microsoft 365 (formerly Office 365) has personal and business plans (Microsoft 365 Business),
and if you are not subscribed to the business plan, authentication may fail.

Once both My App registrations are complete, B-Cart and Microsoft Excel will appear in My Apps.

Next, let's proceed with the settings using the Flowbot template.
Log in to Yoom and click "Try it" on the banner below.

A message saying "Template has been copied!" will be displayed, and clicking "OK" will complete the copy.

Step 2: Set the Trigger

Next, set the trigger for B-Cart. Please click "When an order occurs".

Please check the "Account information required for integration with B-Cart".
You can freely change the title, but do not change the trigger action, and click "Next".

Next, set up the API. You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

After setting the "Trigger Activation Interval", perform a test order in B-Cart and click "Test".

When you run the test, the order information will be displayed in the output.
Confirm that the order information is displayed in the output and click "Save".

Step 3: Set the Action

Next, set the action for Microsoft Excel. Please click "Add Record".

Next, check the account information required for integration with Microsoft Excel.
You can freely change the title, but do not change the execution action.

Set up "Database Integration".

"File Location" → Set as desired
"Drive ID" → Select from the options
The options will be displayed by clicking inside the box.

Set the next screen as follows.

"File Name" → Set as desired
"Item ID", "Sheet Name" → Select from the options

In "Values of Records to Add", the item names set in the integrated Microsoft Excel will be displayed.
By setting the output of B-Cart, order information will be automatically registered in Microsoft Excel.
Please set the item names that match the output.

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Once the setup is complete, it will be displayed as follows.

After setting, click "Test", and if "Test Successful" is displayed, click "Save".

Step 4: Verify Automation Operation between B-Cart and Microsoft Excel

Finally, click "Turn ON Trigger" to complete the automation setup.
Now, when an order occurs in B-Cart, it will be automatically added to Microsoft Excel.

Here is the template used this time.

Other Examples of Automation Using B-Cart

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

1. A flow that automatically adds B-Cart order information to Google Sheets.

When an order is placed, the order information is automatically added to Google Sheets.
This automatic reflection of order information eliminates the need for manual input.
This allows for quick management of the latest order information, improving operational efficiency.

2. This flow automatically sends a Gmail when there is an order in the specified delivery group in B Cart.

When there is an order in a specific delivery group, a Gmail is automatically sent.
This allows the person in charge to quickly grasp the order information and smoothly take the next action.

3. This is a flow that automatically adds orders from the B-cart to Salesforce.

When an order is placed, the order information is automatically added to Salesforce.
With the automatic reflection of order information, you can quickly grasp the latest customer information, which is expected to improve the efficiency of analysis and aggregation.

Summary

The integration of B-Cart and Microsoft Excel supports the streamlining of order information management, enhancement of information sharing, quick response to customers, and improvement of service quality.
This is expected to lead to increased operational efficiency, reduction of human errors, and strengthening of brand image.
Additionally, the Yoom app integration can be set up without any coding, allowing anyone to start immediately.

Please consider implementing it.