To integrate DEXTRE with Google Sheets and add entries to Google Sheets whenever an order is placed in DEXTRE, follow these steps:

In recent years, the business environment has demanded greater efficiency and accuracy than ever before. As a result, the automation of business processes has gained attention. By streamlining data entry and information sharing that occur in daily operations, productivity can be expected to improve. This time, we will introduce how to automatically add information to Google Sheets when an order occurs in DEXTRE. This automation can eliminate manual work and improve operational efficiency. We will also explain the detailed setup method, so please refer to it.

Recommended for

Those who use DEXTRE and Google Sheets in their business
Those aiming to streamline inventory management
Those considering automating order processing and data management

Benefits and Examples of Integrating DEXTRE with Google Sheets

1. Reduction of Human Errors

By automatically adding orders generated in DEXTRE to Google Sheets, you can reduce the hassle of manual input. Especially when processing a large number of orders in a short period, manual work can easily lead to input errors and data omissions, but integration can minimize these risks. Additionally, since the system directly transfers data, accurate and consistent information is recorded, which can also improve reliability. Reducing human errors eliminates the need for follow-up after mistakes, leading to improved overall operational efficiency.

2. Quick Information Sharing Among Teams

Since Google Sheets is a cloud-based tool, the latest order data can be quickly shared with the entire team. This allows all stakeholders, such as sales, logistics, and customer support, to respond quickly based on the latest information. For example, warehouse staff can check new orders and smoothly proceed with shipping preparations, which can shorten delivery times to customers and improve customer satisfaction.

3. Operational Efficiency

By automatically adding order information to Google Sheets, the inventory count for each product can also be automatically updated. Especially for companies handling multiple items, it is expected to reduce the time spent on data entry and allow focus on other important tasks. For example, in e-commerce operations, quickly updating order information allows resources to be shifted to customer support. Additionally, it can prevent stockouts and overstock in advance, leading to efficient inventory replenishment and cost reduction.

From here, we will set up using the Yoom template "Add to Google Sheets when an order occurs in DEXTRE" integration flow.

[About Yoom]

How to Add Orders from DEXTRE to Google Sheets

The steps for this integration flow are broadly as follows:

Integrate DEXTRE and Google Sheets with My Apps
Copy the template
Set up triggers and actions
Finally, confirm that the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Creation Page
If you already have an account, please log in.

2) In this flow, to add DEXTRE information to Google Sheets, please create the corresponding Google Sheet in advance.
Prepare a Google Sheet that includes the necessary fields.
※ This time, we prepared a Google Sheet as follows.

3) An access token is required for DEXTRE My Apps registration.
Please set the DEXTRE API key in the access token in advance.
Contact the DEXTRE representative for the API key.

Step 1: Integrate DEXTRE and Google Sheets with My Apps

1) After logging into your Yoom account, register the app you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for the two apps you will use this time, "DEXTRE" and "Google Sheets", one by one from the search box at the top.

Once you can select DEXTRE, configure it with the account you will use.
Register the token and API key you copied in advance.
Enter any account name in the account name field and click "Add".

Similarly, once you can select Google Sheets, log in with your Google account.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, please click "OK".

When this screen appears, the copy has been successfully completed.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set up the operations.
The copied template is saved in "My Projects" and can be opened from there as well.

Step 3: Set up the Trigger

Click on "App Trigger When an Order Occurs".

Step 4: Set up DEXTRE's Action

1) Select the action "When an Order Occurs" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details on each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)
If the app registration is completed, you can select the brand ID from the options.
Once the selection is complete, click "Test", and after a successful test, click "Save".

Step 5: Set up Google Spreadsheet Action

‍1) Return to the flow and click on the icon "Integrate with App Add Record".

2) Select the action "Add Record" and enter the required fields.

If the app registration is completed, you can select the spreadsheet ID and sheet name from the options.
Once the selection is complete, click "Test", and after a successful test, click "Save".

Click "Next".

3) Enter the values for the record to be added.

You can use the output information obtained from DEXTRE earlier to enter.
Select from the options as needed, and once the entry is complete, click "Save".

This completes the flow of 【Add to Google Spreadsheet When an Order Occurs in DEXTRE】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn ON Trigger".
Start the flow bot and verify if it operates correctly.

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The template used this time is here

Other Automation Examples Using DEXTRE and Google Sheets

There are many other examples of automation using DEXTRE and Google Sheets in Yoom, so here are a few introductions.

1. Create an Order Confirmation Sheet with DEXTRE When a Row is Added in Google Sheets

This template allows you to automatically create an order confirmation sheet with DEXTRE every time a row is added in Google Sheets.
For example, when the sales department adds order details to the spreadsheet, an order confirmation sheet is automatically generated, allowing for quick verification.
This reduces order processing errors, facilitates smooth information sharing between departments, and is expected to improve operational efficiency.
Additionally, by automating the order confirmation process, it also helps prevent human errors.

2. Register product information in DEXTRE when a row is updated in Google Sheets
This template allows you to automatically register product information in DEXTRE whenever a row is updated in Google Sheets.
For example, when the sales department updates new product information in the spreadsheet, that information is quickly reflected in DEXTRE, and product registration is completed.
This improves the efficiency of product information management and helps prevent data entry errors and duplicate registrations.
Additionally, it facilitates smooth information sharing between departments, which is expected to enhance operational efficiency.

3. Update DEXTRE Order Information When a Row is Updated in Google Sheets
This template allows you to automatically update DEXTRE order information whenever a row is updated in Google Sheets.
For example, when the sales department modifies order details in the spreadsheet, the DEXTRE order information is quickly updated, reflecting the latest order status.
This streamlines the management of order information and ensures data consistency.
Additionally, it facilitates smooth information sharing between departments, preventing delays and errors in operations, and enabling prompt responses.

Summary

In this blog, we introduced how to automatically add order information generated in DEXTRE to Google Sheets.
Integrating DEXTRE with Google Sheets can reduce manual work and quickly share information, which is expected to improve the productivity of the entire team.
It directly contributes to improving inventory management and customer service, enhancing business competitiveness.
With Yoom, automation is possible by simply setting triggers and actions, even without programming knowledge.
If you are looking to improve operational efficiency or aim for centralized data management, please take this opportunity to try setting up the integration!