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

Many business owners use Smaregi and Square, right?
However, don't you find it inconvenient to use both apps separately?
For example, you might find it cumbersome to launch the app to check customer information in Smaregi while using Square.
By using Yoom, these issues can be easily resolved.
This article will guide you on creating a flowbot to "add customer information to Square when it is registered in Smaregi."

Benefits and Automation Examples of Integrating Smaregi and Square

Integrating Smaregi and Square streamlines customer management and payment processes.
Additionally, you can sync product data, eliminating the need for manual entry.

[Benefits] Easier Data Management and Payment!

Here are three benefits of integrating Smaregi and Square.

Benefit 1: Easier Customer Management

It is possible to automatically reflect customer information from Smaregi to Square.

For those dealing with many customers daily, this saves the hassle of updating information and makes operations more efficient!
It also prevents omissions, giving you more time to approach future major customers.

Benefit 2: Centralized Management of Inventory and Other Data

By integrating Smaregi and Square, you can centrally manage product inventory and sales data.

When integrated, product information registered in Smaregi is also reflected in Square.
This allows you to share inventory information of products in the store, leading to more efficient product management.

Moreover, reflecting payment information makes it easier to analyze sales data.
Clarifying sales situations can contribute to sales strategies!

Benefit 3: Smoother Payments

Integrating Smaregi and Square makes payments smoother.
For example, you can reflect Square's payment information in Smaregi.
This improves work efficiency at the register, significantly reducing waiting times.
This can lead to improved customer satisfaction.

[Automation Example] Excellent Information Data Integration!

Having discussed the benefits earlier, let's introduce some automation examples here.

Product Data Integration from Smaregi to Square

An automation example from Smaregi to Square is "new product added in Smaregi" → "reflected in Square."
This ensures smooth synchronization of product information.
There's no need to switch between apps or manually input data, making it very convenient.

Payment Information Integration from Square to Smaregi

An automation example from Square to Smaregi is "payment completed in Square" → "reflected in Smaregi."
This keeps sales data always up-to-date, eliminating the need for manual updates.
It also saves the hassle of double management, making it recommended for those using Smaregi and Square.

How to Create an Integration Flow for Smaregi and Square

Let's create a flowbot by integrating Smaregi and Square.

For app integration between Smaregi and Square, the no-code tool Yoom is recommended.
With Yoom, automation can be achieved quickly, so even those busy with work can use it with peace of mind.

If you are using Yoom, please log in to Yoom first.
If you are using Yoom for the first time, please create an account here.

This time, we will attempt to create a flowbot to "add customer information to Square when it is registered in Smaregi."

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.

Set a trigger that activates when customer information is registered in Smaregi
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.

‍

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.

When transaction information is registered (Webhook activation)
Retrieve transaction details
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.