NEXT ENGINEとGoogle スプレッドシートの連携イメージ
How to Integrate Applications

2024/11/29

How to Automatically Add In/Out Warehouse Information Created in NEXT ENGINE to Google Sheets

n.fukuoka

NEXT ENGINE is a convenient tool for automating EC operations and simplifying management. It supports everything from order processing to inventory management with a variety of features.
However, the task of manually transferring inventory information to Google Sheets can increase the workload.
This article explains the benefits of integrating NEXT ENGINE with Google Sheets and provides specific setup instructions.

Recommended for those who:

The content introduced this time is recommended for the following people!

・Those who feel challenged by data entry tasks in inventory management while utilizing both NEXT ENGINE and Google Sheets
・Those who run an EC site or physical store and find it cumbersome to keep track of inventory information
・Those considering the introduction of automation tools to improve the accuracy of inventory data

Benefits and Examples of Integrating NEXT ENGINE with Google Sheets

Benefit 1: Reduction of Manual Work

Manual data entry is prone to errors and requires a lot of time. By utilizing automation, it is possible to reduce these manual tasks.
For example, if warehouse staff manually enter product inventory data into the system, automating data entry can eliminate the need for manual input, potentially improving work efficiency.
In the accounting department, improved accuracy of inventory data can lead to smoother calculations of sales and inventory valuation, potentially shortening the time required for monthly closing.
This can reduce the time spent on regular tasks such as monthly closing and inventory counting, easing the workload during busy periods.
As a result, employees will be freed from the burden of repetitive tasks, improving overall workplace productivity and efficiency.

Benefit 2: Improved Inventory Management Accuracy

By integrating NEXT ENGINE with Google Sheets, inventory information is automatically reflected in the spreadsheet, which can improve inventory management accuracy.
For example, when selling multiple products on an EC site, sales department staff need to constantly check the stock levels of each product.
Since stock levels are automatically reflected in Google Sheets, it becomes possible to consider additional orders before popular products run out of stock.
Additionally, it can prevent excessive inventory of seasonal products and allow for appropriate purchasing according to demand, potentially reducing the risk of overstocking.

Benefit 3: Efficient Information Sharing Between Departments

By automatically reflecting inventory data created in NEXT ENGINE in Google Sheets, multiple departments can efficiently grasp the inventory status.
In the sales department, it may be possible to quickly check inventory information when receiving orders from customers and smoothly provide delivery information.
In the logistics department, it becomes easier to prepare shipments based on updated inventory data, facilitating overall business coordination.
Furthermore, by scheduling while referring to Google Sheets, it may be possible to reduce the risk of delivery delays.
Smooth information sharing can lead to improved inter-departmental collaboration.

In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at First Time with Yoom.

[What is Yoom]

How to Create a Flow for Integrating NEXT ENGINE with Google Sheets

This time, we will create a flow to 【add inventory information to Google Sheets when it is created in NEXT ENGINE】.

The integration flow is broadly created through the following processes. - Registering NEXT ENGINE and Google Sheets as My Apps - Setting up a trigger that activates when inventory information is created in NEXT ENGINE - Configuring the addition of records to Google Sheets - Testing and verification Step 1: My App Integration with NEXT ENGINE and Google Sheets First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account issuance page. 1. Click on My Apps, then click on New Connection. 2. You can search by app name in the input field. This time, search and register NEXT ENGINE and Google Sheets respectively. NEXT ENGINE My App Registration Let's start by registering from NEXT ENGINE. Enter NEXT ENGINE in the input field, and the NEXT ENGINE icon will appear, so click on the icon. 1. The following screen will appear. Enter the NEXT ENGINE company ID. For detailed instructions on registering NEXT ENGINE as a My App, please refer to the following link. NEXT ENGINE My App Registration Method Click Add to complete the NEXT ENGINE My App registration. Google Sheets My App Registration Similarly, search for Google Sheets and click on the icon. 1. The following screen will appear. Click Sign in with Google. 2. Select the account to link. 3. Review the content and click Next. 4. Review the content and click Continue. This concludes the My App registration for NEXT ENGINE and Google Sheets. When the My App registration is successful, the following screen will be displayed. Please check if the icons for NEXT ENGINE and Google Sheets are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing the Storage Location Click Try it from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When Inbound/Outbound Information is Created in NEXT ENGINE

1. First, click on "When Inbound/Outbound Information is Created" at the top.

2. You can set the title freely.
Enter the account information to link with NEXT ENGINE.
Select "When Inbound/Outbound Information is Created" as the trigger.
Once the input is complete, click "Next".

3. Set the Trigger Activation Interval
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, click "Test", and if there are no issues, click "Next".

Step 3: Setting to Add Records in Google Sheets

1. Next, click on the icon for "Add Record".

2. Enter the account information to link with Google Sheets.
Select "Add Record" as the action.

3. Set up the database linkage.
The Spreadsheet ID and the name of the spreadsheet tab are required fields, so be sure to set them.
Once the settings are complete, click "Next".

4. Set the Values for the Record to be Added
Click on each item to display the output obtained earlier.
Once the settings are complete, click "Test", and if there are no issues, click "Save".

5. This completes the flow of [Adding to Google Sheets When Inbound/Outbound Information is Created in NEXT ENGINE].

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the following will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.


With Yoom, you can start using it easily because intuitive operation is possible without code.
Try this convenient flow from the link below.

Other Automation Examples Using NEXT ENGINE and Google Sheets

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

1. This is a flow that updates information in Google Sheets when a shipment is confirmed in NEXT ENGINE.
By utilizing this template, the information in Google Sheets is automatically updated when a shipment is confirmed in NEXT ENGINE.
This not only saves the effort of manually entering data but also makes it easier for stakeholders to share the latest information.

2. This is a flow to link order slips created in NEXT ENGINE to a Google Spreadsheet.
By using this template, when an order slip is created in NEXT ENGINE, the order slip information is automatically registered in a Google Spreadsheet.
This eliminates the need for data entry between multiple systems, improving the speed and accuracy of operations.

3. This is a flow to link invoice information to a Google Spreadsheet once an order invoice is confirmed for shipment in NEXT ENGINE.
By using this template, you can automatically add invoice information to a Google Spreadsheet when an order invoice is confirmed for shipment in NEXT ENGINE.
This will facilitate smoother inventory management and sales report creation.

Summary

By integrating NEXT ENGINE with Google Sheets, inbound and outbound information is now automatically added to Google Sheets.
With the latest information being automatically updated, it becomes easier to quickly grasp inventory status, which can also aid in business decision-making.
Even for those who find automation challenging, Yoom allows for a smooth start.
The operation is very simple; you can create an automation process that perfectly fits your business just by selecting a pre-prepared template.
By automating daily data entry, you can save time and effort.
Why not aim for efficient data management by utilizing Yoom?

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
NEXT ENGINE
Google Sheets
Integration
Automation
App integration
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