How to Integrate Applications

2024/10/23

How to update BASE when kintone's inventory information is updated by integrating kintone and BASE

t.aizawa

The integration of kintone and BASE can help streamline inventory and data management, as well as optimize sales strategies. While kintone offers flexible database management, BASE is known as a platform that allows easy operation of e-commerce sites. By integrating kintone and BASE, automatic synchronization of inventory information and centralized data management become possible, which can maximize sales opportunities and improve operational efficiency.
This article specifically explains the benefits and methods of integrating kintone and BASE.

Benefits of Integrating kintone and BASE

Benefit 1: Streamlining Operations through Centralized Data Management

By integrating kintone and BASE, inventory information from kintone can be reflected in BASE. This is expected to reduce the hassle of checking and managing data on different platforms. Additionally, there is no longer a need to manually transfer data, preventing input errors and duplicate registrations, allowing anyone in the company to quickly access necessary data, thereby streamlining the entire workflow. This integration enables centralized data management.

Benefit 2: Optimization of Sales Strategies and Flexible Marketing

The integration of kintone and BASE also aids in optimizing sales strategies by utilizing sales and customer data. It becomes easier to analyze based on customer purchase history and inventory trends, enabling the deployment of more accurate marketing measures. Moreover, promotions tailored to the target audience can be quickly reflected, maximizing sales opportunities. The ease of executing flexible marketing strategies and aiming for increased sales is also a benefit.

[About Yoom]

How to Create an Integration Flow between kintone and BASE

Now, let's create a flow together using a template where "when kintone's inventory information is updated, BASE is also updated"!

The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Now, let's get started together!

Step 1: Connect kintone and BASE to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on kintone.
(3) The new registration screen for kintone will appear, so enter the subdomain, client ID, and client secret in the three fields, and click Add.
※ For how to check the subdomain, client ID, and client secret, please refer to the site below.

How to Register kintone My App

Main Reasons and Solutions for Not Being Able to Register kintone My App

(4) The following content will appear, so check it and click Allow if there are no issues.

(4) Next, connect to BASE. Similarly, click on BASE from the new connection list in Yoom.
(3) The following screen will appear, so enter your email address and password with your account, and click "Authenticate App".


Once the connection is complete, kintone and BASE will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Edit kintone Records

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a record is edited (Webhook trigger)" in the app trigger.

(2) From the "Select Integration Account and Action" screen in kintone, verify that there are no errors in the account information to be integrated with kintone, keep the trigger action as "When a record is edited (Webhook trigger)" and click "Next".

(3) From the "Webhook Event Reception Settings for App Trigger" screen, copy the Webhook URL and configure it in the kintone admin screen.
For detailed Webhook settings, please refer to the site below.

Configure Webhook in kintone

Once the settings are complete, click "Test" and if no errors occur, click "Save".

Step 3: Retrieve Records by Integrating with kintone

(1) Next, retrieve records by integrating with kintone.
Click "Retrieve Records".

(2) From the "Database Integration" screen in kintone, verify that there are no errors in the account information to be integrated with kintone, and keep the execution action as "Retrieve Records".
Select the app ID from the candidates.

Once the input is complete, click "Next".
(3) From the "Detailed Settings for Database Operations" screen, select the conditions for the records you want to retrieve from the output.

Once the selection is complete, click "Test" and if no errors occur, click "Save".

Step 4: Update Product Information by Integrating with BASE

(1) Next, update product information by integrating with BASE.
Click "Update Product Information".

(2) From the "Select Integration Account and Action" screen in BASE, verify that there are no errors in the account information to be integrated with BASE, keep the action as "Update Product Information" and click "Next".

(3) From the "API Connection Settings" screen, select the product ID from the output.
The following are not mandatory fields. Please enter the necessary fields.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) All settings are now complete!
Finally, click "Turn ON Trigger" to automatically start the flow.

The flowbot "Update BASE when kintone inventory information is updated" is complete.

Flowbot template used this time
Update BASE when kintone inventory information is updated

Other Automation Examples Using kintone and BASE

At Yoom, there are many other examples of automation using kintone and BASE, so we will introduce a few.

1. Add to kintone when an order is placed on BASE

When an order is placed on BASE, the information is automatically registered in kintone, eliminating the need for manual entry. This can reduce working time and allow the entire team to focus on core tasks, thereby improving productivity.

2. Add product information from kintone to BASE

By automating this process, product information can be quickly added to BASE, ensuring that the latest information is always reflected on BASE. This is expected to eliminate the hassle of manually entering product information. It is ideal for those who want to efficiently manage their online shop.

3. Issue an invoice from kintone with one click and send it via Gmail

You can automate the entire process from creating to sending invoices using kintone's subtable (table) information. By automating the invoicing process and eliminating manual work, you can expect improved work efficiency for the entire team.

Additionally, if you want to check out templates using kintone and BASE, please visit the following site.

List of Flowbot Templates Using kintone

List of Flowbot Templates Using BASE

Summary

The integration of kintone and BASE seems to offer many benefits, such as automatic synchronization of inventory information, centralized data management, and optimization of sales strategies!
This can reduce manual errors and effort, improving operational efficiency. Additionally, it allows for effective marketing strategies through rapid inventory management and customer data analysis.
The combination of kintone and BASE will be an indispensable tool for optimizing operations and growing your business.

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
kintone
BASE
Integration
Automation
Related Apps
App integration
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