Integrate Google Sheets with DEXTRE to update order information in DEXTRE when a row is updated in Google Sheets.

Step 1: Connect Google Sheets and DEXTRE with My Apps

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

First, let's register Google Sheets with 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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When 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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Just like registering Google Sheets, enter "DEXTRE" in the search screen, and when the icon appears, click on it.
When you click, the following screen will appear, where you can enter "Account Name" and "Access Token".

"Account Name" can be anything you choose, and for "Access Token", please contact your DEXTRE representative for confirmation.
Once you have entered this information, My Apps registration 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 "Update DEXTRE order information when a row is updated in Google Sheets" 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, let's log in.

Step 3: Preparing Google Sheets

Next, prepare Google Sheets.
Prepare a list with items like "Order ID" and "Order Code", and this step is complete.

Step 4: Setting Triggers in Google Sheets

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

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On the first screen, no operation is required.
Check the contents and click "Next".

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On the next screen, perform several operations.

"Trigger Interval" can be selected at 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 the field to display the selection tab and click the appropriate one.

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Next, enter the "Table Range", "Column with Unique Values", "Column to Detect Updates" in Google Sheets.

This time, the "Table Range" is set to columns A to D as shown in the image below, and the "Column with Unique Values" is column A for "Order ID".
Also, the "Column to Detect Updates" is set to column D.

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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: Setting Up Integration with DEXTRE

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

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

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The following screen will be displayed, and you will perform several operations.
First, enter the "Brand ID".

Then, click the "Order ID" field and select the "Order ID" output from the Google Sheets set earlier, as shown in the image below, and enter it.

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Then, select other order items.

For the fields thereafter, enter only the items you want to manage.
As before, enter the output from Google Sheets.

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Then, click the blue "Test" button, and if it shows "Test Complete", the integration with DEXTRE is complete.
Finally, turning on the trigger on the screen below completes all steps.

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Examples of Automation Using Other Google Sheets and DEXTRE

There are many other examples of automation using Google Sheets and DEXTRE on Yoom, so let me introduce a few.

‍1. Template for Creating an Order Confirmation Sheet with DEXTRE When a Row is Added in Google Sheets

When information is added to Google Sheets, an order confirmation sheet in DEXTRE is automatically created.  This reduces the workload for the person in charge and streamlines the order processing.
It also helps prevent input errors and omissions.

‍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.

‍3. Template for Sending an Email via Outlook When a Row is Updated in Google Sheets

When there is an update in Google Sheets, you can send an email to automatically notify the person in charge, reducing the effort of communication. Additionally, by including the quoted content in the email, it is expected to prevent errors from manual input.

Summary

In this article, we introduced how to update DEXTRE's order information when a row is updated in Google Sheets.

Improving operational efficiency and enhancing the accuracy of management data are critical challenges in business. In managing order information, manual data updates and information sharing across multiple tools can often become bottlenecks.

By integrating Google Sheets with DEXTRE, you can automate these order information operations. This automation offers benefits such as increased efficiency by reducing manual tasks, ensuring data consistency, and facilitating smooth information sharing between departments. This integration can be easily set up by anyone without any coding. Why not consider incorporating it into your company's business processes?