To integrate ecforce with Google Sheets and add order information to Google Sheets when it is registered in ecforce

By integrating ecforce with Google Sheets, you can automatically add information to Google Sheets every time order information is registered.
This automation reduces the effort and burden of manual registration, and is expected to facilitate information sharing between departments, significantly improving operational efficiency.
Additionally, with smooth reflection of order information, the data analysis team will be able to conduct analyses based on more up-to-date and accurate information.
This article introduces a no-code method to integrate ecforce with Google Sheets, so please refer to it.

Recommended for

Those using ecforce and Google Sheets
Those who want to automate manual data entry tasks by integrating ecforce and Google Sheets
Those who want to facilitate the sharing of order information between departments by integrating ecforce and Google Sheets
Those who want to efficiently aggregate accurate information by integrating ecforce and Google Sheets

Benefits and Examples of Integrating ecforce with Google Sheets

Benefit 1: Improved Operational Efficiency through Manual Work Reduction

By automatically adding ecforce order information to Google Sheets, you can reduce manual input tasks.
This automation saves time and effort, especially when there are a large number of orders, reducing staff burden and allowing resources to focus on important tasks.
For example, during periods of increased orders due to campaigns, employees may become overwhelmed with manual data entry tasks.
However, with integration, if order information is automatically registered, a significant improvement in operational efficiency can be expected.

Benefit 2: Smoother Information Sharing Across Multiple Departments

With order information automatically reflected in Google Sheets, multiple departments such as sales, logistics, and accounting can smoothly access the same data.
This allows department representatives to smoothly grasp the status and progress of orders, preventing information transmission errors and time lags.
For example, even in situations where there is a shortage of personnel in each department in small and medium-sized enterprises, if order information is shared automatically, unnecessary confirmations and reminder communications can be reduced.
As a result, even with a small team, inter-departmental collaboration is strengthened, and overall operational efficiency within the company is expected to improve.

Benefit 3: Improved Data Analysis Efficiency

By automatically aggregating order information in Google Sheets, analysis based on the latest order data becomes possible.
For example, you can check all the order data from the day a test marketing was conducted by the next day.
If entered manually, it may take several days for all the data to be compiled.
With rapid reflection of order data, test marketing data analysis can be conducted smoothly, potentially allowing for more efficient trend catch-up.

[About Yoom]

Next, we will introduce how to create a flowbot with Yoom, which allows app integration without programming, to "add order information registered in ecforce to Google Sheets."
You can implement it just by setting it according to the template, so please give it a try.

How to Create a Workflow for Integrating ecforce and Google Sheets

The workflow to integrate ecforce and Google Sheets using Yoom involves the following four processes:

Register ecforce and Google Sheets as My Apps
Copy the template
Set up the trigger in ecforce, which serves as the starting point of the flow, followed by the configuration of Google Sheets
Turn on the trigger button and verify the integration between ecforce and Google Sheets

Step 1: Integrate ecforce and Google Sheets as My Apps

First, register ecforce and Google Sheets in My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. In the subsequent screen, search for ecforce and Google Sheets respectively and proceed to the next screen.

＜For ecforce＞

・Enter the account name, access token, and domain as instructed, and click "Add" to complete the registration in My Apps.
※ For instructions on obtaining the access token, please refer to this page.
※ ecforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be cautious. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

＜For Google Sheets＞

・Click "Sign in with Google" on the above screen and select the account to be linked.

・Confirm the account to log in and click "Next".

・Click "Continue" to complete the registration in My Apps.

Step 2: Copy the Template

Copy the template for integrating ecforce and Google Sheets.

1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting to Retrieve Order Information from ecforce

Set the trigger action that will be the starting point of the flow.
In this flow, the trigger will activate when order information is registered in ecforce.

1. Select "My Projects" in the Yoom management screen and click "Add to Google Spreadsheet when order information is registered in ecforce [Copy]".
*The title of the template can be changed freely on the next screen.

2. Click "App Trigger When Order Information is Registered".

3. Confirm the account to be linked with ecforce and click "Next".
*Other items are set by default.

4. Set the trigger activation interval and test.
*Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan.
*For each selected interval, check the trigger action on the app, and when the action is executed, the flow bot will activate. If you want to reflect order information in Google Spreadsheet immediately, a short interval setting is recommended.

5. If the test is successful, the information retrieved from ecforce will be displayed in the output.
If there are no issues, save it.

Step 4: Setting to Add Information to Google Spreadsheet

Finally, set to add the order information retrieved from ecforce to Google Spreadsheet.

1. Click "Operate Database Add Record".

2. Confirm the account to be linked with Google Spreadsheet.
*Other items are set by default.

3. Set the Google Spreadsheet where you want to add the order information.
You can select "Spreadsheet ID" and "Spreadsheet Tab Name" from the "Candidates" displayed by clicking the frame.
Enter the "Table Range" directly.

4. The items retrieved from the specified Google Spreadsheet will be displayed in a list.
Set the corresponding values from the "When Order Information is Registered" output displayed by clicking the frame for each item.
This allows dynamic reflection of values that change with each order.

*If the items in the Google Spreadsheet are set as shown below, the "Values of the Record to be Added" will be displayed as above.

5. Set all items and test, and if successful, save.
*When you test, the order information retrieved in Step 2 will be added to the specified Google Spreadsheet.

6. When the trigger is turned ON, information will be automatically added to Google Spreadsheet every time order information is registered in ecforce.

If you have any questions about the flow introduced, please refer to the help page.

Other Automation Examples Using ecforce and Google Sheets

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

1. Obtain a Daily Advertising Summary Report from ecforce and Record it in Google Sheets

You can save the effort of manually obtaining the previous day's advertising summary report and entering it into Google Sheets.
This integration can improve work efficiency and enable data analysis based on accurate information without human error.

2. Register customer information in ecforce when a row is added in Google Sheets

You can reduce the task of re-registering customer information in ecforce that has been registered in Google Sheets.
This integration will likely minimize the time lag until customer information is reflected in ecforce.

3. Update ecforce customer information when a row is updated in Google Sheets

The task of updating customer information can be completed solely within Google Sheets.
With this integration, customer information can be centrally managed in Google Sheets, allowing staff to access the same information even if the tool they use to check customer information changes.

Summary

By integrating ecforce with Google Sheets, manual entry of order information is reduced, and information sharing between departments is streamlined, leading to improved operational efficiency.
Additionally, rapid data sharing will enhance the accuracy of data analysis.
The integration of ecforce and Google Sheets can be set up without code by utilizing Yoom, making it easy to implement even without technical knowledge.
Please refer to the steps in this article to advance the automation of your operations.