How to integrate Chat Plus with Microsoft Excel and automatically add ticket information created in Chat Plus to Microsoft Excel

Would you like to simplify the storage and analysis of customer support data?
By integrating Chat Plus with Microsoft Excel, ticket data addition is automated, potentially improving operational efficiency.
This eliminates the need for manual data entry and organization, aiding in data analysis.
The app integration introduced here requires no programming and can be easily started. Please read to the end.

Recommended for

・Team leaders looking to streamline Chat Plus ticket management and improve response quality
・Sales managers who want to timely grasp the latest customer information and support tickets for progress management in sales activities
・Management departments aiming to streamline internal workflows, reduce manual work, and simplify data management
・Those using Chat Plus and Microsoft Excel who wish to integrate these apps to enhance operational efficiency

Benefits and Examples of Integrating Chat Plus with Microsoft Excel

Benefit 1: Streamline operations by eliminating data entry

When a ticket is created in Chat Plus, the ticket information is automatically added to Microsoft Excel, eliminating the need for manual data entry.
This can reduce the time employees spend on data management, allowing them to focus more on other tasks.
Especially when managing a large number of tickets, the risk of input errors and omissions is reduced, potentially improving operational efficiency.
For example, customer support teams generate hundreds of tickets daily, but with this automation, daily data updates are simplified, and information can be checked more quickly.

Benefit 2: Easier access to the latest information

With the automated process, tickets created in Chat Plus are quickly reflected in Microsoft Excel, allowing stakeholders to always access the latest information.
This ensures that data is kept up-to-date, making it easier to proceed with operations based on accurate information.
For example, when sales teams and customer support teams work together, timely updates in Microsoft Excel facilitate quick responses and smooth information sharing.

Benefit 3: Timely data analysis

The automatic addition of ticket information to Microsoft Excel enables quick aggregation and analysis.
This is a significant advantage for managers, including team leaders, as they can always grasp the progress and issues of daily operations.
For instance, it allows for quick collection and analysis of data such as whether the support team's operations are running smoothly, which time of day sees the most ticket generation, and what types of issues occur frequently. Based on these analysis results, early detection of problems and implementation of improvement measures can be expected to enhance organizational efficiency.

[About Yoom]

How to Create a Workflow for Integrating Chat Plus and Microsoft Excel

From here, we will explain the steps for app integration.
The general flow is as follows:
・Integrate Chat Plus and Microsoft Excel into My Apps
・Copy the template
・Set a trigger in Chat Plus and set an action in Microsoft Excel
・Set the trigger to ON and prepare for flow operation
Log in to Yoom and proceed with the settings. (If you are not registered, please register from here)

Step 1: Integrate Chat Plus and Microsoft Excel into My Apps

‍

First, integrate Chat Plus and Google Sheets into My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the settings from "+ New Connection".
※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Search for and click on Chat Plus.‍

Set any name for "Account Name" and enter the API token issued by Chat Plus for "Access Token".

※ The image shows the screen after issuing the API token in Chat Plus.

API Token Issuance Procedure

1. Log in to this page
2. Set a password in "API Token Issuance" and click "Issue API Token"
3. The API token will be displayed in red text

After entering the account name and access token, click "Add" to complete the integration of Chat Plus into My Apps.

Next, search for and click on Microsoft Excel.

‍

Select or sign in to an account to complete the integration into My Apps.

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

Step 2: Set the Trigger

Next, set the trigger for Chat Plus.
Click "When a ticket is created".

Edit the title as desired and verify the account information.
Ensure the correct account is selected under "Account information to integrate with Chat Plus".
The "Title" can be edited as desired, but do not change the "Trigger Action". Click "Next".

Next, set up the Webhook.
Copy the Webhook URL displayed on the screen and configure it in Chat Plus.
Detailed setup instructions are explained here.
After setting up the Webhook, create a new ticket for testing and click "Test".

If the ticket data is displayed in the output, the test is successful.

Based on the output information, create an Excel sheet to save the ticket data.
Once ready, click "Save".

Step 3: Set the Action

Next, set the action for Microsoft Excel.
Click "Add a record".

As before, edit the title as desired and verify the account information without changing the action, then scroll down the page.

Next, configure the database integration settings.
Select OneDrive or SharePoint for "File location".
Click the "Drive ID" field and set the displayed options. For SharePoint, it will display as "Site ID".
Similarly, select "Item ID" and "Sheet Name" from the options.
The "Table Range" can be specified as desired for the data addition range in the Excel sheet.
After setting each item, click "Next".

Next, set the values for the record to be added.
Click each field and select the corresponding item from the displayed options.
After setting, click "Test" to verify if the information is reflected in the Microsoft Excel sheet.
After verification, click "Save".

Click "Turn on Trigger" to complete the flow setup.
Now, when a ticket is created in Chat Plus, the information will be automatically added to Microsoft Excel.

Other Automation Examples Using Chat Plus

1. Automate Ticket Registration to Zendesk

The information of tickets generated by Chat Plus is automatically registered in Zendesk, supporting the acceleration of business operations.
This eliminates the need for manual registration work, allowing for more efficient customer service.

2. Streamlining Task Creation on GitHub

Ticket information from Chat Plus is automatically reflected on GitHub, allowing for smooth task management.
This enhances the development team's ability to grasp the situation efficiently and is expected to reduce manual work.

3. Simplification of Task Registration in Backlog

The content of Chat Plus tickets will be automatically registered in Backlog, allowing for consistent project management.
This is expected to reduce human errors and enable speedy task management.

Summary

By integrating Chat Plus with Microsoft Excel, ticket data management can be automated, leading to improved operational efficiency. This method, which eliminates manual data entry and allows you to always keep track of the latest information, will be a significant advantage, especially for teams handling a large number of tickets.

Yoom's app integration can be started easily without any programming. Take this opportunity to experience operational efficiency.