Integrate Google Sheets with DEXTRE to create an order confirmation in DEXTRE when a row is added in Google Sheets.

Step 1: Connect Google Sheets and DEXTRE to My Apps

To connect Google Sheets and DEXTRE to Yoom, let's register them in My Apps.
By registering My Apps first, you can smoothly set up automation.

First, let's register Google Sheets in My Apps.
Start by accessing the My Apps menu on the left side of the Yoom screen and click the "New Connection" button on the right side of the screen.

Enter "Google Sheets" in the search box, and when its icon appears, click on it.

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Once you log in to your Google account, Google Sheets will be added to My Apps. This completes the registration of Google Sheets.
Similarly, let's register DEXTRE.

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Enter "DEXTRE" in the search box, and when its icon appears, click on it.
Upon clicking, the following screen will appear, where you will enter the "Account Name" and "Access Token".

"Account Name" can be anything you choose, and for the "Access Token", please contact your DEXTRE representative for confirmation.
Once you have entered this information, the registration of My Apps is complete.

Step 2: Copy the Template

Once My Apps is registered, the next step is to copy the template.
Click on the "Try it" button displayed to the right of the bar that says "When a row is added in Google Sheets, create an order confirmation in DEXTRE" below.

Clicking will complete the template copy.
If you cannot copy, you might not be logged into Yoom.

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

Step 3: Prepare Google Sheets

Next, prepare Google Sheets.
Prepare a list with items such as "Order ID" and "Product ID", and this step is complete.

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Step 4: Set Triggers in Google Sheets

Next, set triggers in Google Sheets.
First, click on the section where the Google Sheets icon is displayed on the screen below.

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No specific operation is required on the first screen.
Check the contents and click "Next".

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On the next screen, perform several operations.

"Trigger Interval" can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

When entering "Spreadsheet ID" and "Sheet ID", click on the field to display a tab with options, and click on the appropriate one.
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Next, enter the "Table Range" and "Column with Unique Values" in Google Sheets.
This time, the "Table Range" is columns A to I as shown in the image below, and the "Column with Unique Values" is column A for Order ID.

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Then, click the blue "Test" button, and if it shows "Test Complete", the trigger setting for Google Sheets is complete.

Step 5: Set Up Integration with DEXTRE

Finally, let's set up the integration with DEXTRE.
Click "Create Order Confirmation" on the screen below.

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The screen below will be displayed.
After checking the information such as "Account Information", click "Next".

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The screen below will be displayed, so proceed with some operations.
First, enter the "Brand ID".

Then, click on the field labeled "Order ID" and select the "Order ID" output from the spreadsheet set earlier, and enter it.

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Then, select the order items.
Here, as before, enter the output from Google Sheets.

Please select any items you wish.

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Click the blue "Test" button, and if it shows "Test Complete", the integration with DEXTRE is complete.
Finally, turn on the trigger on the screen below to complete all steps.

Other Examples of Automation Using Google Sheets and DEXTRE

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

1. Template for Updating Order Information in DEXTRE When a Row is Updated in Google Sheets

When there are changes to the order code or billing and shipping registration information, it can be automatically synchronized from Google Sheets to DEXTRE. This automation can reduce the workload of the person in charge and prevent human errors in data entry tasks.

‍2. Register product information in DEXTRE when a row is updated in Google Sheets

You can automatically register product information in DEXTRE based on row updates in Google Sheets. If you are managing products using both Google Sheets and DEXTRE, this eliminates the need to access each application, contributing to improved work efficiency.

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3. Template for Registering Business Card Data in Sansan When a Row is Added in Google Sheets

By adding information to Google Sheets, you can automatically register business card data in Sansan. Even if you have many opportunities to exchange business cards, this system allows you to automatically register them in Sansan by entering the business card information into Google Sheets each time.

Summary

In this article, we introduced how to create an order confirmation document with DEXTRE when a row is added in Google Sheets.

When creating an order confirmation document using a cloud-based order management system, managing order data across multiple applications may become cumbersome as the number of clients, products, and unit prices fluctuate. As a result, operational efficiency may decrease, and the risk of human error may increase.

By automating the creation of integrated order confirmation documents through the integration of Google Sheets and DEXTRE, these challenges can be addressed. This automation is expected to bring benefits such as improved operational efficiency, enhanced quality, and cost reduction. Consider advancing the automation of your business processes.