・
If there are additions or changes to the data in Microsoft Excel, there are times when the corresponding Box folders or file data also need to be newly added or updated. However, isn't it often the case that managing such cloud storage tends to be put off? You might think, "I'll organize it when I have time..." and end up not knowing which files are linked to the Microsoft Excel data, leading to a frustrating search.
If you want to avoid such situations as much as possible, it's recommended to integrate Microsoft Excel with Box! By utilizing API-based app integration, you can automatically link Microsoft Excel data to Box!
When you hear about API integration, it might sound difficult, but with Yoom, which allows app integration without programming, there's no problem even without specialized knowledge. We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
For those who want to try it quickly: By using Yoom, you can easily integrate Microsoft Excel and Box with no code. Yoom offers templates for integrating Microsoft Excel and Box, so even without API knowledge, you can achieve integration immediately just by signing up.
■Overview
The flow "When content including a file is submitted from a form, add information to Microsoft Excel and upload the file to Box" is a business workflow that automates data management and file sharing.
This reduces the hassle of manual data entry and file management, improving business efficiency.
■Recommended for
■Benefits of using this template
By integrating Microsoft Excel with Box's API, you can automatically sync Microsoft Excel data with Box! For example, you can automate data synchronization like the following without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Microsoft Excel and Box.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for those who want to centrally manage data collected from forms in Microsoft Excel and efficiently save submitted files to Box.
■Overview
The flow "When content including a file is submitted from a form, add information to Microsoft Excel and upload the file to Box" is a business workflow that automates data management and file sharing.
This reduces the hassle of manual data entry and file management, improving business efficiency.
■Recommended for
■Benefits of using this template
This flow is recommended for those who find the backup process of regularly updated Microsoft Excel files cumbersome, as it allows you to automatically store Microsoft Excel data in the cloud.
■Overview
The workflow "Regularly back up specific Microsoft Excel files and save them to Box" is a business workflow that automatically and securely stores important Microsoft Excel data in the cloud.
By eliminating the need for manual backup tasks and automatically saving Microsoft Excel to Box according to a specified schedule, it reduces the risk of data loss.
■Recommended for
■Benefits of using this template
This flow is recommended for those who receive a large number of emails daily in their mail app and wish to organize the content smoothly.
Let's get started by creating a flow that integrates Microsoft Excel and Box!
We will use Yoom to proceed with the integration of Microsoft Excel and Box without any coding. If you do not have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that adds information to Microsoft Excel and uploads files to Box when content, including files, is submitted from a form!
The creation process is broadly divided into the following steps.
■Overview
The flow "When content including a file is submitted from a form, add information to Microsoft Excel and upload the file to Box" is a business workflow that automates data management and file sharing.
This reduces the hassle of manual data entry and file management, improving business efficiency.
■Recommended for
■Benefits of using this template
Here, we will integrate Yoom with each app to enable operations.
First, after logging into Yoom, click on My Apps in the left menu and then click the Add button on the right.
Integrate Microsoft Excel
1. Search
Enter Microsoft Excel in the search box and click on the Microsoft Excel icon.
2. Sign in to an Account
Enter your account information and sign in.
Return to the Yoom screen, and if the following display appears, the integration is complete!
[Note]
There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)." If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Integrate Box
1. Search
Enter Box in the search box and click on the Box icon.
2. Grant Access
To integrate with My Apps, you need to grant permissions to Yoom.
Select "Allow access to Box."
Return to the Yoom screen, and if the following display appears, the integration is complete!
Next, please copy the template to be used this time from below.
■Overview
The flow "When content including a file is submitted from a form, add information to Microsoft Excel and upload the file to Box" is a business workflow that automates data management and file sharing.
This reduces the hassle of manual data entry and file management, improving business efficiency.
■Recommended for
■Benefits of using this template
1. Click "View Details" on the banner above
2. When the screen switches, click "Try this template"
3. If you haven't registered with Yoom yet, please register
* If you have already registered, the login screen will be displayed, so please enter your login information.
4. The template will be copied to your Yoom management screen as shown below, so press OK to proceed with the settings.
1. Select the inquiry form in the red frame
2. Create a form
Create the content of the inquiry form.
This time, we created a form with the content shown in the image below. You can delete questions with the trash can icon or add new questions with the "Add Question" button. Customize it to your liking.
As you scroll down the page, you will find the settings for the completion page.
This is an optional input field, but you can set the content of the page that will be displayed after the inquiry is completed. This time, we entered the content as shown below, but if you don't have any particular preferences, leaving it blank is fine.
Once you have completed the input, please press "Next" to proceed.
3. Confirm form display and detailed settings
Let's check the display content of the form you just set by pressing the red frame below.
A preview page of the form content will be displayed as shown in the image below, so please check if there are any errors in the content. If you want to make corrections, please go back to the previous screen using the back button in the upper left corner and make the corrections.
If there are no issues with the preview, let's enter the acquired value items at the bottom of the page.
This time, for test operations, we entered the content as shown below.
File attachment is also required, so please prepare an appropriate file and enter it.
Once the input is complete, select "Save" and proceed to the next step.
1. Select "Add Record" in the red frame
2. Database Integration
After this, there will be an item to select the Microsoft Excel database, so if you haven't created the Microsoft Excel where you want to add records, please create it at this time.
This time, we created it with the content shown below. Please save it to OneDrive or SharePoint.
Return to the Yoom screen and enter the database integration items.
When you click on the input items, there are items where suggestions will be displayed as shown below. You can enter them easily, so please make use of them.
Once the input is complete, please press "Next".
3. Detailed settings for database operations
Here, we will set the records to be added to Microsoft Excel.
When you click on the input fields as shown in the image below, the output will be displayed, so please select and enter each item.
* For more details on the output, please refer to here.
* For more details on how to add output, please refer to here.
Once the input is complete, please press "Test".
If the test is successful, the output will be displayed as shown below.
Please check if the record content you set earlier is reflected.
Just in case, let's also check if the record has been added to Microsoft Excel.
If you can confirm that the data has been reflected as shown in the image below, it's OK.
Return to the Yoom screen and press "Save" to proceed to the next step.
1. Select "Upload File" in the red frame
Click on the file upload with the BOX icon.
The screen will transition, and the content you entered in Step 1 will be reflected. If no corrections are needed for the title, etc., click "Next" as is.
2. API Connection Settings
We will set up to save the file attached in the inquiry form to BOX.
Once the input is complete, please select "Test".
If the test is successful, the output will be displayed as shown below.
If the data is reflected in the uploaded content ID, it's OK.
Just in case, let's check if the file is saved in Box.
If you can confirm that the file registered from the inquiry form is saved as shown in the image below, it's OK.
Finally, return to the Yoom screen and select "Save".
Now that the settings are complete, let's turn the trigger "ON" and check the operation.
This time, we introduced how to link data from Microsoft Excel to Box, but if you want to link data from Box to Microsoft Excel, please also use the template below.
This flow is recommended for those who manage many files using Box and are spending time organizing data, or for those who want to streamline data management with Microsoft Excel.
■Overview
The workflow "When a file is uploaded to Box, append metadata to Microsoft Excel" automates file management and data organization. By leveraging the integration between Microsoft Excel and Box, it eliminates the need for manual data entry and enables centralized information management.
■Recommended for
■Benefits of using this template
This flow is recommended for those who use Box and find file management within folders time-consuming, or for those who want to manage file lists in Microsoft Excel but find manual updates cumbersome.
■Overview
The workflow "Periodically retrieve the list of files stored in a specific folder in Box and add them to Microsoft Excel" automates the integration between Box and Microsoft Excel, reducing the effort required for file management.
By automatically adding file information from a specified folder in Box to a Microsoft Excel sheet on a regular basis, you can easily grasp the latest file status.
■Recommended for
■Benefits of using this template
By leveraging the APIs of Microsoft Excel and Box, various automations can be achieved!
How about the following automations, for example?
Automatic data entry becomes possible, reducing the effort required for input!
■Overview
This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
If you manage advertising budgets in Microsoft Excel, regularly checking them can prevent budget overruns.
However, the task of checking Microsoft Excel each time is cumbersome, and if the person in charge is absent, there is a risk of missing signs of budget overruns.
With this flow, you can retrieve budget information from Microsoft Excel at a specified date and time and notify Microsoft Teams.
By regularly notifying budget information to Microsoft Teams, the verification process is streamlined, and you can proactively identify signs of budget overruns.
Since Microsoft Teams allows you to set any channel or member, stakeholders can have a shared understanding of the budget.
◼️Overview
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce opportunity object.
When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet.
Please prepare a sheet to manage opportunity information in Excel Online for use.
◼️Notes
・After opportunity information is registered in Salesforce, an event will be registered in Google Calendar 5 to 15 minutes later.
・Integration settings with both Salesforce and Excel Online are required for Yoom.
・Available for use with Excel Online. (Not available for local files.)
・Available with Yoom's Team Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
■Overview
This is a flow that adds a record to Microsoft Excel when a new email arrives in Outlook.
By integrating Outlook with Microsoft Excel, you can avoid the need to manually add received email content to Microsoft Excel, ensuring up-to-date information and preventing any lapses in sharing.
■Notes
・Please integrate both Outlook and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
Automatically register task information recorded in the Notion task management database into Microsoft Excel.
■Notes
・It is necessary to set up account integration for both Notion and Microsoft Excel.
・Please replace the columns of the corresponding Microsoft Excel sheet with any desired values for use.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
In addition to notifying you when a file is uploaded, it can also synchronize between cloud storages!
■Overview
This is a flow for creating a folder in Box at the beginning of each month.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Box for business
・Those who manage files and folders with Box
・Teams that use Box for collaboration
・Those who want to automate folder creation and manage with unified folder names
・Those who manually create folders every month
■Benefits of using this template
By automating folder creation in Box, you can manage with unified folder names.
However, if multiple members create folders, there is a risk that the naming conventions for folder names will not be unified, leading to a lack of consistency in folder names.
In this flow, the flow is triggered at the beginning of each month to create a folder with a desired name.
With the automation of monthly folder creation, omissions are eliminated, and team work becomes smoother.
You can set the naming conventions for folders in team work through the flow, allowing you to manage folder names in Box uniformly.
Moreover, with unified folder names, you can quickly find the desired folder, thus improving work efficiency.
■Overview
The "Regularly Sync File List in Box Folder to Google Spreadsheet" workflow streamlines file management and allows you to always check the latest information in a spreadsheet.
When using Box, managing files within folders and tracking update information can become complicated.
Especially in environments where many files are frequently added or updated, manually organizing information is challenging.
By utilizing this workflow, you can automate the integration between Box and Google Spreadsheet, making it easy to always check the latest file list.
■Recommended for
■Benefits of using this template
By automating the synchronization from Box to Google Spreadsheet, you can reduce manual update tasks by regularly syncing the file list in the Box folder to Google Spreadsheet.
Additionally, since file additions and changes are reflected in Google Spreadsheet, you can always grasp the latest status.
Automation allows you to manage multiple file information in a single spreadsheet, facilitating smooth information sharing.
■Overview
When a DocuSign envelope is completed, download the certificate of the envelope and store it in a specific folder in Box.
■Overview
This is a flow bot that integrates box and OneDrive, uploading files to OneDrive that have been uploaded to a specific folder in box.
Please use it when you want to store files in both box and OneDrive.
■Recommended for
1. Those who use both box and OneDrive
2. Those who want to improve efficiency with box and OneDrive
3. Those who have tasks that require storing the same files in both box and OneDrive
■Benefits of using this template
・Once a file is placed in box, it can be automatically uploaded to OneDrive, reducing the effort of uploading files to both tools.
・Automatically uploading files reduces omissions and errors.
■Notes
・Integration with Yoom is required for both box and OneDrive apps.
・Feel free to change the settings for the folder ID in box and the destination folder in OneDrive as needed.
By integrating Microsoft Excel data with Box, managing and creating files and folders will become smoother!
This will reduce the effort of editing Microsoft Excel every time there is an addition to Box data, potentially improving work speed and preventing creation errors.
If tasks that used to take a lot of time can be completed quickly, it may reduce the workload and lead to business improvement.
The key point of this integration is that it is possible to achieve without programming knowledge! With Yoom, such app integration becomes easy.
Even beginners in app integration can easily implement it and try out automation in their spare time!
Take this opportunity to register with Yoom and implement automation!
