How to integrate Smaregi with Square to automatically add customer information from Smaregi to Square when registered

How to Connect Smaregi and Square with Yoom

If you want to use Smaregi and Square with Yoom, you need to register a My App.
First, register Smaregi's My App.
The registration for Smaregi's My App is available on the help page, so please register from here.

Next, register Square's My App.
Once you log in to Yoom, click on "My Apps" on the left and then "New Connection".
A list of app names will be displayed, so search for Square from there or use "Search by App Name".

When you select Square, the following screen will be displayed, so please log in.

Once both app integrations are complete, the apps will be displayed in the My Apps section.
If they are displayed, the My App registration is complete.

How to Add Customer Information to Square When Registered in Smaregi

This time, we will use the template "Add customer information to Square when registered in Smaregi".
The flowbot creation process consists of only two steps.

1. Set a trigger that activates when customer information is registered in Smaregi
2. Set an action to add customer information to Square

Click on the template below and select "Try it".

When this screen is displayed, please click "Edit" in the upper right corner.

You can change the "Title" and "Description", so set them as you like.
We will start with the Smaregi settings, so please click "When customer information is registered".
When this screen is displayed, let's check the following settings.

• "App Trigger Title" → Can be changed as you like
• "Account Information Linked with Smaregi" → Check for discrepancies
• "Trigger Action" → When a transaction is registered/changed (Webhook activation)
  

When the following screen is displayed, click the red frame to copy.
Click here and follow the steps to set up the Smaregi Webhook trigger.

Once the setup is complete, click the "Test" → "Test Successful" → "Save" button.

Next, we will set up Square, so please select "Register customer information".
When this screen is displayed, let's check the following settings.

• "Title" → Can be changed as you like
• "Account Information Linked with Square" → Check for discrepancies
• "Action" → Register customer information
  

When the following screen is displayed, fill in the customer information using the Smaregi output.
The output can be selected from the red frame and is displayed like this: {{Customer Name (Last Name)}}.
Once you have filled in the fields, click the "Test" → "Test Successful" → "Save" button.

Finally, by turning the app trigger "ON", automation will be enabled.

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Advanced Integration Flow of Smaregi and Square

The flow introduced this time was "Customer information is registered in Smaregi" → "Customer information is also added to Square".
Thanks to this automation, the hassle of double management is eliminated.

At Yoom, we have many templates besides this one, so we will introduce two in the advanced section.

First is the template "Add information to Google Sheets when a transaction is registered in Smaregi".

This flow can be created with the following steps.

1. When transaction information is registered (Webhook activation)
2. Retrieve transaction details
3. Store in Google Sheets
   

By using this template, you can check transaction information in real-time.
It helps in business coordination by picking up the necessary information.

The next template is about "Automatically sending a thank you email when a payment is completed with Square."

You can express gratitude to customers immediately after the payment is completed, which is expected to improve customer satisfaction.
Additionally, since it is automated, it saves the trouble of manually entering emails.

Summary

This time, we introduced "How to add customer information to Square when customer information is registered in Smaregi."
By linking Smaregi and Square, you can achieve centralized data management and greatly contribute to the efficiency of the payment process.
With these automations, information sharing becomes real-time, enabling quick responses.
The templates available on Yoom are not limited to this, so please try others as well.
Yoom offers a two-week free trial, so if you are considering implementing Yoom, please take advantage of it.

スマレジと他のアプリで会員情報を反映する

スマレジとHubSpotなどで会員情報を自動で反映させます。

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Squareを活用した自動化例

Squareで支払いが行われたら個別にサンクスメールを送信する

Squareでの支払い完了後に自動的にカスタマイズしたメール送付を自動で行います。

Squareで決済が完了したらデータベースへ登録する

Squareで決済が完了したら、各種データベースへ自動で情報を登録します。

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スマレジとSquareの連携メリット

メリット1:顧客管理が楽になる

スマレジの顧客情報をSquareに自動反映させることが可能です。

毎日たくさんのお客さんを相手にしている人にとっては、わざわざ情報を更新する手間が省け業務が効率的に！
抜け漏れも防ぐことができるので、未来の大顧客にアプローチする時間も生まれますね。

メリット2:在庫などのデータの一元管理が可能になる

スマレジとSquareを連携することで、商品在庫や売上のデータの一元管理が可能です。

連携をすると、スマレジで登録された商品情報がSquareにも反映されます。
店舗内にある商品の在庫情報を共有することができ、商品管理の効率化につながります。

また、決済情報を反映できるため売上データを分析が簡単になります。
販売状況が明確化するので、販売戦略にも貢献できますね！

メリット3:決済がスムーズになる

スマレジとSquareを連携することで、決済がスムーズになります。
たとえば、Squareの決済情報をスマレジにも反映することができます。
レジでの作業効率が高まるため、待ち時間を短縮できる点は大きなメリットです。
これにより、顧客満足度の向上に期待できます。

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まとめ

今回は「スマレジに顧客情報が登録されたら、Squareにも顧客情報を追加する方法」をご紹介しました。
スマレジとSquareを連携することによって、データの一元管理ができたり、決済プロセスの効率化に大きく貢献します。
これらの自動化によって、情報共有がリアルタイムになり、素早い対応が実現できます。
Yoomで掲載しているテンプレートはこれだけではありませんので、他にも試してみてくださいね。
Yoomでは2週間の無料体験を実施しているので、Yoomの導入を検討されている方はぜひご活用ください。

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