Isn't it cumbersome to manually enter post information from WordPress into Microsoft Excel when dealing with a large amount of content?
Here, we introduce a method to automatically add posts to Microsoft Excel when they are published on WordPress using Yoom!
This automation may improve data management efficiency and eliminate the hassle of manual entry. In this article, we will explain in detail the specific steps and benefits of this integration.
If you're looking to streamline your work and reduce the hassle of posting tasks, be sure to check it out until the end!
Recommended for
Those who utilize WordPress and Microsoft Excel
Those considering integrating WordPress and Microsoft Excel to improve work efficiency
Those who want to reduce the burden of posting tasks by integrating WordPress and Microsoft Excel
Those who want to eliminate the risk of forgetting to handle posting tasks by integrating WordPress and Microsoft Excel
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can start immediately with the template below, so please give it a try!
When a post is published in WordPress, add it to Microsoft Excel.
How to Create a Workflow Connecting WordPress and Microsoft Excel
Let's create a flow together using a template to "Add to Microsoft Excel when a post is published on WordPress"!
Before You Start
First, if you don't have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below. For basic operations of Yoom, please check "First Time with Yoom".
Step 1: Connect WordPress and Microsoft Excel to My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
(2) Click WordPress from App list. (3) From the "WordPress Registration" screen, enter the account name, domain, username, and password, then click "Add". ※ It is recommended to connect with a site that has SSL settings, so please proceed while checking the red frame for some cautionary points.
(4) Next, connect Microsoft Excel. Similarly, click Microsoft Excel from the new connection list in Yoom. ※ 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. (5) A sign-in screen will appear. Enter your account and click "Next".
Once the connection is complete, WordPress and Microsoft Excel will be registered in Yoom's My Apps. This completes the My Apps registration. Next, let's set up the trigger using a template!
Step 2: Set the Trigger
(1) Click "Try it" on the banner below.
When a post is published in WordPress, add it to Microsoft Excel.
Please click on "When a post is published" in the app trigger.
(2) From the "Select Integration Account and Action" screen in WordPress, check that there are no errors in the account information linked with WordPress, keep the trigger action as "When a post is published," and click "Next."
(3) From the "App Trigger API Connection Settings" screen, select the trigger interval from the dropdown menu. ※ The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest trigger interval varies depending on the plan.
Once the selection is complete, click "Test," and if no errors occur, click "Save."
Step 3: Operating the Microsoft Excel Database
(1) Next, let's operate the Microsoft Excel database. Please click on "Operate Database."
(2) From the "Database Integration" screen in Microsoft Excel, check that there are no errors in the account information linked with Google Sheets, and keep the execution action as "Add Record."
Scroll down and enter each item from the database integration. ・File Storage Location: Select from the dropdown ・Site ID: Select from the suggestions ・File Name (Optional): Select from the suggestions or enter directly ・Item ID: Select from the suggestions ・Sheet Name: Select from the suggestions ・Table Range: Enter directly
Once the input is complete, click "Next." (3) From the "Database Operation Detailed Settings" screen, select each item from the output.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn ON Trigger."
With this, the flowbot "Add to Microsoft Excel when a post is published on WordPress" is complete!
Well done!
When a post is published in WordPress, add it to Microsoft Excel.
Other Automation Examples Using WordPress and Microsoft Excel
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of WordPress and Microsoft Excel. Both can be used with simple settings, so if you find something that interests you, please give it a try!
Automation Examples Using WordPress
Create a New Post in WordPress When Information is Added
You can quickly create new posts as information is added, helping to reduce the manual workload of data entry and post management.
Once a product is created in HubSpot, automatically create a post in WordPress.
■Overview The "Automatically create a post on WordPress when a product is created in HubSpot" flow is a workflow that facilitates smooth content delivery. This allows for effortless dissemination of the latest product information and updates to marketing content.
■Recommended for ・Marketing personnel who want to automate content updates on WordPress ・Small business owners looking to improve operational efficiency through integration of HubSpot and WordPress ・IT personnel who wish to integrate and manage business processes utilizing multiple SaaS applications ・Team leaders who spend a lot of time on manual data transfers
■Notes ・Please integrate HubSpot and WordPress with Yoom. ・Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval differs depending on the plan, so please be aware.
■Overview The "Create a WordPress post when a record is registered in Salesforce" flow is a business workflow that realizes the automatic utilization of sales data. When new information is registered in Salesforce, a post is automatically created on WordPress based on that data. This allows the marketing team to quickly share the latest sales information on the website, improving information consistency and update speed.
■Who we recommend this template for: ・Sales and marketing personnel who are already using Salesforce and WordPress and want to automate data integration ・Owners of small and medium-sized enterprises who spend time on manual data entry and want to improve business efficiency ・Companies that want to quickly publish the latest sales data on their website to strengthen communication with customers
■Notes ・Please link each of Salesforce and WordPress with Yoom. ・The trigger interval can be selected at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan.
■Overview The "Post on WordPress when an issue with specific conditions is created on GitHub" flow is a business workflow that smoothly connects the development process with blog management. When important issues occur on GitHub, they are automatically posted as articles on WordPress, improving the efficiency of information sharing.
■Recommended for ・Development teams managing projects using GitHub ・Individuals running a blog on WordPress and wanting to regularly share technical information ・Project managers who want to share information about issues in development ・Web personnel who do not want to spend time manually transferring information ・IT personnel in companies looking to enhance collaboration between development and marketing
■Notes ・Please connect both GitHub and WordPress with Yoom. ・Branching is a feature (operation) available on the Mini plan or higher. In the case of the Free plan, operations of the flowbot set will result in errors, so please be cautious. ・Paid plans like the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to restrictions.
Retrieve and Notify Budget from Microsoft Excel at Specified Date and Time
By regularly notifying budget information, the verification process becomes more efficient, and it seems possible to detect signs of budget overruns in advance.
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
■Overview This is a flow that retrieves the budget from Microsoft Excel at a specified time, generates a PDF, and sends it via Outlook. With Yoom, you can easily connect apps without programming, making it easy to implement this flow.
■Recommended for ・Those who regularly share budget usage status as PDFs with stakeholders ・Those who spend a lot of time compiling budget information into a PDF ・Those who want to streamline the process of generating PDFs and sending emails via Outlook
■Notes ・Please link each of Microsoft Excel and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the corporate plan, authentication may fail.
■Overview This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Slack. With Yoom, you can easily implement this flow without the need for programming to connect applications.
■Recommended for - Leaders who want to streamline the creation of Issues and reduce work hours - Those who manage their department's budget with Microsoft Excel - Those who want to check for signs of budget overrun in advance
■Notes - Please connect both Microsoft Excel and Slack with Yoom. - Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview This is a flow to retrieve budget from Microsoft Excel at a specified time, generate a PDF, and send it via Outlook. With Yoom, you can easily achieve this flow without programming, as it allows for seamless integration between applications.
■Recommended for ・Those who regularly convert budget usage into PDFs and share with stakeholders ・Those who spend a lot of time compiling budget information into PDFs ・Those who want to streamline the process of generating PDFs and sending emails via Outlook
■Notes ・Please integrate Yoom with both Microsoft Excel and Microsoft Teams. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Publish and Save the Target Sheet as a PDF in Microsoft Excel at the Specified Date and Time
Automatically create and save a PDF based on the contents of Microsoft Excel at the specified date and time, reducing the effort required for the task.
Save the target sheet as a PDF in Box using Microsoft Excel at the specified date and time.
■ Overview This flow generates a PDF of the target sheet in Microsoft Excel at the specified time and saves it to Box. Improve goal management efficiency and facilitate smooth data sharing and storage.
■ Recommended for those who: - Manage goals using Excel but finding data sharing cumbersome - Want to regularly create goal reports and share with team or superiors - Want to automate backup and organization of target data to improve work efficiency - Companies using Box to manage and share files in the cloud - Want to simplify Excel and Box operations, saving time on daily tasks
■ Notes - Please integrate Yoom with both Microsoft Excel and Box. - Microsoft365 (formerly Office365) has plans for both household and general enterprise (Microsoft365 Business), and authentication may fail if not subscribed to the general enterprise plan.
■Overview This flow generates a PDF of the target sheet in Microsoft Excel at the specified date and time and saves it to Dropbox. By automatically converting the target sheet to PDF and saving it to Dropbox at a monthly or weekly set date and time, data sharing and backup becomes smooth.
■Recommended for ・Business professionals managing goals with Excel ・Those who find it cumbersome to convert target sheets to PDF and share them ・Team leaders who require regular target reporting ・Those who want to automate information sharing with team members and streamline reporting tasks ・SME business owners or IT personnel who want to automate operations ・Those who want to reduce daily routine work and focus on more important tasks ・Those seeking safe data backup ・Those who want to automatically save goal management data to the cloud to reduce the risk of data loss
■Notes ・Please link both Microsoft Excel and Dropbox with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general enterprise (Microsoft365 Business), and if you are not enrolled in a general enterprise plan, authentication may fail.
Benefits of Integrating WordPress with Microsoft Excel
Benefit 1: Streamlined Post Management
By integrating WordPress with Microsoft Excel, you can automatically add information to the database when a post is published, allowing you to centrally manage all post histories in Microsoft Excel. By unifying the data, you can quickly find specific posts and use them for report creation. This integration is particularly beneficial for marketing teams and content management teams, as it can improve operational efficiency.
Benefit 2: Reduction of Manual Input
Manually entering post information from WordPress into Microsoft Excel is time-consuming and carries the risk of human error. However, by integrating WordPress with Microsoft Excel, post information is automatically reflected in Microsoft Excel, reducing manual work and preventing human error. This integration is especially useful when there are a large number of posts or when data sharing among multiple teams is necessary.
Conclusion
Integrating WordPress with Microsoft Excel is expected to streamline post management and reduce manual input! By reducing manual work, the burden on staff is also lightened, potentially improving team productivity.
With Yoom, anyone can easily create automated workflows, so you can rest assured even without programming knowledge. By leveraging this integration, operational efficiency is expected to improve, and data management accuracy is likely to increase. Please use this article as a reference to benefit your business!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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