How to integrate Sansan with Airtable to automatically update Airtable based on Sansan data

Sansan, which allows for digital management of business card data, is extremely convenient for positions that need to manage a large number of business cards on a daily basis. Since business card data becomes clear at a glance, it also becomes easy to share it within a team.
Additionally, by transcribing Sansan's information into a database like Airtable, it becomes easier for positions such as accounting personnel who create invoices or executives who want to understand the relationships between companies to check the information.

However, the problem here is that when you change data in Sansan, you must also update the data in Airtable simultaneously. If you don't update them at the same time, you won't know which data is the most recent.

That said, when work piles up, don't you tend to put it off?
<span class="mark-yellow">So this time, to solve such concerns, we have linked Sansan and Airtable!</span> We are introducing specific methods of integration, so please take a look.

Benefits of Integrating Sansan and Airtable

Benefit 1: Eliminate Redundancy with Automation

When Sansan's business card data is updated, Airtable's data will also be automatically updated. You can always reflect the latest information in both tools, making it easier to maintain data accuracy. Even when busy, you only need to update Sansan, saving effort and reducing work time.
Moreover, since there is no need to manually enter business cards registered in Sansan into Airtable again, redundancy is eliminated.
As a result, it leads to a review of the workflow and a reduction in the workload.

Benefit 2: Improved Interdepartmental Collaboration

This integration is very effective even if the departments using Sansan and Airtable are different.
Normally, when updating Sansan's business card data, it is necessary to inform other departments. However, if it is automatically updated through app integration, such communication tasks can be reduced. This prevents possible collaboration errors that could occur if you forget to communicate.
Furthermore, since updates are done in real-time, it becomes easier to smoothly confirm new data. It not only leads to improved work efficiency but also makes it easier to collaborate between departments.

[About Yoom]

From now on, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to "add to Airtable when business card information is updated in Sansan."
After registering with Yoom, please try creating it!

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<span class="mark-yellow">【Please Note】</span>

※Sansan is only available with some paid plans.
※A 2-week free trial of the paid plan is available.

The above Flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Sansan and Airtable Integration Flow

Step 1: Integrate Sansan and Airtable with My Apps

The template will be copied, and the screen will appear as shown above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click "New Connection" at the top right.

Integration of Sansan and Yoom

1. Search
‍Click on the Sansan icon.

2. Enter Required Fields

Follow the instructions to obtain the API key from the Sansan management screen.‍

3. Add
‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

Integration of Airtable and Yoom

1. Prepare Airtable
‍Prepare the Airtable you will use at this stage.

This time, it was created as shown in the image. It doesn't have to be exactly like this. Prepare your preferred fields.

2. Search
‍Once Airtable is ready, enter Airtable in the search box and click on the Airtable icon.

3. Sign In

The Airtable sign-in screen will appear. Sign in with the account you want to integrate with Sansan.‍

4. Add Base

After signing in, you will transition to the screen above.

Click "Add Base" in the red frame and select the base you want to reflect Sansan updates on.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Next, copy the template to My Projects and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register with Yoom
* If you have already registered, the login screen will appear, so please log in.

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Step 2: Setting to Retrieve Information from Sansan

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "【Copy】Add to Airtable when business card information is updated in Sansan".‍

3. Select App Trigger
‍Select "When business card information is updated" from the Sansan icon.
Press Next.‍

4. Set Trigger Activation Interval

Set the activation interval from the dropdown. You can select trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

Please note that the shortest activation interval varies depending on the plan.

5. Update Business Card Information
‍Open Sansan in another tab and update a test business card.

6. Execute Test
‍Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setting is complete. Save it.

Step 3: Setting to Add to Airtable

1. Connect with App
‍Select "Create Record" from the Airtable icon.
Press Next.‍

2. Enter ID

Follow the supplement at the bottom of the box and copy & paste from the Airtable URL.‍

3. Enter Field Information

Next, set the field name.

For example, in the above case, "Value=Full Name".

In Airtable, "Full Name=Name", so enter "Name" as the field name.

Enter the "Airtable field name" that corresponds with the "Value".‍

4. Add Field Information
‍Since you are creating a flowbot using a template, some fields are prepared, but if there are other fields you want to add, you can expand them.

Click on the red frame part.

An empty field information will be added.
Click the value box.

Select the Sansan item.

Since Sansan's business card data will be displayed in a list, click and insert the information you want to update in Airtable.

Once the value is entered, enter the corresponding Airtable field name.

5. Execute Test
‍Once the settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the settings are complete. Press Save.

6. Turn ON the Trigger

Once the flowbot creation is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

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Flowbot Template Used This Time
Add to Airtable when business card information is updated in Sansan

Other Automation Examples Using Sansan and Airtable

There are many other examples of automation using Sansan and Airtable in Yoom, so here are a few to introduce.

1. Add Business Card Information Registered in Sansan to Airtable
‍In addition to updates, additions can also be automated. It is recommended to use this in conjunction with the current flow bot.

2. Add business card information to Notion when updated in Sansan
‍If you want to compile various data creatively, how about integrating with Notion?

3. Register business card information registered in Sansan to kintone
‍It also supports integration with kintone. Try integrating with your preferred tools.

Summary

You never know when and how you might develop a deeper connection with someone you meet through work.
Therefore, it is best to manage business cards properly and create an environment where you can store accurate information at any time.
This automation can shorten your workflow and reduce the burden of manual input. It also leads to increased efficiency, so please consider implementing it.