To integrate DEXTRE with Microsoft Excel and add orders to Microsoft Excel when they occur in DEXTRE

Order management is an essential task for ensuring smooth sales operations.
By integrating the order management system DEXTRE with Microsoft Excel, it is expected that the order management process can be streamlined.
This article explains how to automatically add data to Microsoft Excel when an order is placed in DEXTRE.
Manage order information efficiently and ensure smooth sales operations.

Recommended for

Those who are using DEXTRE but want to streamline the management of order data
Administrators who want to streamline data aggregation and management tasks using Microsoft Excel
E-commerce personnel who want to build a system to process large volumes of order data accurately and quickly
Business managers who feel challenged by data integration between multiple tools
Operational managers in companies who need to grasp the latest order status and make quick decisions

Benefits and Examples of Integrating DEXTRE with Microsoft Excel

Benefit 1: Improved Work Efficiency

Traditionally, the process required manually downloading data from the order management system and entering the necessary information into Microsoft Excel.
This took a considerable amount of time and placed a heavy burden on workers.
However, this automation is expected to reduce the time spent on manual input.
For example, companies operating e-commerce sites receive hundreds of orders per day.
If processed manually, staff would have to spend hours on the task, limiting the time available for other duties.
By integrating DEXTRE with Microsoft Excel, data is automatically transferred when an order is placed, allowing staff to focus on more important tasks and strategic activities.

Benefit 2: Improved Data Consistency

When entering data manually, errors, omissions, and inconsistent formats frequently occur, often requiring correction in later stages.
Maintaining accuracy is a major challenge, especially when handling large volumes of data.
With this automation, all data is transferred in a unified format, ensuring consistency.
For example, in wholesale companies, multiple personnel may enter order data at different times, leading to errors and duplicate data.
This poses a risk of additional time and effort for corrections during report creation and accounting processes.
By introducing automatic input from DEXTRE to Microsoft Excel, data consistency is ensured, improving the efficiency of report creation.
Thus, automation enhances data accuracy while resolving operational challenges.

Benefit 3: Timely Situation Awareness

By automatically reflecting order data in Microsoft Excel as soon as it occurs, timely situation awareness is enabled.
This allows for immediate confirmation of current order status and progress, facilitating quick decision-making and operational adjustments.
In traditional manual processes, there was a time lag before data was reflected in Microsoft Excel, making it difficult to grasp the latest situation.
For example, in retail store management, it is important to timely grasp sales data and order status for each store.
By utilizing this flow, orders are transferred to Microsoft Excel in real-time, allowing for confirmation of the latest sales progress and inventory status.
As a result, it becomes possible to appropriately judge restocking timing and respond quickly to sudden demand changes.

Now, let's explain how to use the no-code tool Yoom to add orders from DEXTRE to Microsoft Excel.

[What is Yoom]

How to Add Orders from DEXTRE to Microsoft Excel

This can be achieved by receiving newly registered order information using DEXTRE's API and transferring that order information using Microsoft Excel'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.

Here is the process:
Let's set it up together!

Integrate DEXTRE and Microsoft Excel as a My App.
Copy the template.
Set the trigger in DEXTRE as the starting point of the flow and configure the subsequent operation settings in Microsoft Excel.
Turn on the trigger button and verify the operation of the integration flow between DEXTRE and Microsoft Excel.

Step 1: Integrate My App

Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate the DEXTRE and Yoom you are using.
Select My App → New Connection from the left side of the Yoom page.

Search for DEXTRE.
Set the required fields.

Next, search for Microsoft Excel.
Note: Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and there is a possibility that authentication will fail if you are not subscribed to the general business plan.

Once DEXTRE and Microsoft Excel are integrated into My App, it's OK.

Step 2: Set Triggers and Actions

Open the template page and click 'Try this template'.

If you are using Yoom, please log in. If you are new, please register.
Proceeding as is will automatically copy the template to your workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
Items to Prepare A Microsoft Excel sheet like the one below where you can transcribe order information (please set the headers). Let's set up the app trigger.
Select "When an order is placed".
You can change the title as desired.
After confirming the account information to be linked, proceed to the next step.
Please enter the required fields. Trigger Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*The available intervals may vary depending on the plan. Now, proceed to DEXTRE and create a test order.
Once created, return to the Flowbot settings and test.
If the order information is reflected in the output, save it.
Next, click "Add Record".
Check the account information to be linked here as well.
Keep the action as is and link the database.
Set the remaining fields.
Proceed to the next step and set the values of the records to be added from the output as follows.
Set the remaining fields as well.
Multiple outputs have been incorporated into the address field.
Test this as well, and if there are no issues, save it. Let's check the Microsoft Excel side.
It has been successfully transcribed!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming could proceed easily. Here is the Flowbot used this time ↓

Other Automation Examples Using DEXTRE

Additionally, Yoom offers templates using DEXTRE, so let me introduce a few!

1.Notify Microsoft Teams when an order is placed using DEXTRE flow.

I believe few people watch DEXTRE all day long.
By utilizing this flow, you can automatically notify Microsoft Teams when an order is placed, allowing you to proceed smoothly with shipping tasks and more.

2.This is the flow for registering an order slip in LOGILESS when an order is placed in DEXTRE.

It's a hassle to enter data into both systems every time an order comes in, isn't it?
By utilizing this flow, you can automatically register an order slip in LOGILESS, reducing the hassle.

3.This is a flow to update DEXTRE's order information when a row is updated in Google Sheets.

If the billing or shipping address is changed, there is a risk of missing updates with manual management.
By using this flow, you can detect updates in Google Sheets and update DEXTRE's order information, which is convenient.

Summary

This time, we introduced the flowbot "Add to Microsoft Excel when an order is placed on DEXTRE".
By integrating DEXTRE with Microsoft Excel, order data management becomes more efficient and accurate.
Automation reduces effort and maintains data consistency, leading to overall quality improvement in operations.

Please refer to the steps in this article to integrate DEXTRE with Microsoft Excel and enhance your work efficiency.