How to integrate NEXT ENGINE with Microsoft Excel to add an order slip to Microsoft Excel once it is confirmed for shipment in NEXT ENGINE.

Automation is an effective means to streamline business operations.
When using NEXT ENGINE and Microsoft Excel for order management and data analysis, integration enables centralized data management, which can improve data accuracy.
Additionally, reducing manual input can simultaneously reduce human error and costs.
This article explains how to automatically add information to Microsoft Excel when an order slip is confirmed for shipment in NEXT ENGINE.
Since this automation can be achieved without coding, consider it as a reference when aiming to improve accuracy and efficiency in your operations.

Recommended for

Those using NEXT ENGINE and Microsoft Excel
Those using both NEXT ENGINE and Microsoft Excel but considering efficiency improvements for manual input tasks
Those who want to integrate NEXT ENGINE and Microsoft Excel for centralized information management
Those using NEXT ENGINE and Microsoft Excel but facing challenges with transcription errors or data reliability

Benefits and Examples of Integrating NEXT ENGINE and Microsoft Excel

Benefit 1: Reduction of Manual Data Entry Tasks and Costs

Entering shipment confirmations from order slips into Microsoft Excel is a time-consuming and labor-intensive task.
Automating such recurring tasks can lead to reduced labor costs and optimized human resources.
For example, by automating data entry, staff can focus on important tasks directly linked to sales, such as improving product pages and analyzing sales.
By optimizing resources through data entry automation, simultaneous cost reduction and operational efficiency can be expected.

Benefit 2: Maintaining Data Consistency through Centralized Information Management

Managing order slips with two tools can lead to data inconsistency.
If the data in NEXT ENGINE and Microsoft Excel differ, it requires checking the correct information in NEXT ENGINE each time, making operations inefficient.
By integrating the two tools and automating data transcription, data consistency is easier to maintain as the data is directly reflected.
For example, when using aggregated data in Microsoft Excel for analysis, data accuracy directly affects the analysis results, and if it differs from NEXT ENGINE's information, incorrect results may be derived.
Such errors can be prevented through centralized data management, enabling the data analysis team to proceed accurately with automation.

Benefit 3: Improving Operational Accuracy by Preventing Errors during Transcription

Manually transcribing shipment information into Microsoft Excel poses a risk of human errors such as input mistakes or omissions.
If errors occur, the same task needs to be repeated, leading to inefficiency.
By integrating tools and automating, human errors during transcription can be prevented, improving operational accuracy.
For example, for popular products, repeated input into Microsoft Excel is common, increasing the likelihood of mistakes or omissions.
However, by automating, accurate data is transcribed, reducing human errors and enabling high-precision operations.

Now, let's introduce how to use the no-code tool Yoom to "add to Microsoft Excel when an order slip is confirmed for shipment in NEXT ENGINE".

[What is Yoom]

How to Add to Microsoft Excel When an Order Slip is Confirmed for Shipment in NEXT ENGINE

This method can be realized by receiving the confirmation of shipment of an order slip in NEXT ENGINE using NEXT ENGINE's API and adding it to Microsoft Excel using Microsoft Excel's API.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

This will be created through the following major processes.

Register NEXT ENGINE and Microsoft Excel as My Apps
Copy the template
Set the trigger in NEXT ENGINE as the starting point of the flow, followed by the settings in Microsoft Excel
Turn on the trigger button and confirm the integration operation between NEXT ENGINE and Microsoft Excel

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Connect NEXT ENGINE and Microsoft Excel with My Apps

‍First, register NEXT ENGINE and Microsoft Excel in My Apps to connect them with Yoom.

1. On the left side of the Yoom management screen, select "My Apps" and click "+New Connection".

2. On the next screen, search for NEXT ENGINE and Microsoft Excel respectively and proceed to the next screen.

For NEXT ENGINE:

・Enter the company ID for NEXT ENGINE and click "Add" to complete the registration in My Apps.
※ For detailed instructions on how to connect with NEXT ENGINE, please refer to the help page here.

For Microsoft Excel:

‍※ Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・After signing in, click "Agree" on the screen below to complete the registration in My Apps.

Step 2: Copy the Template

Copy the template for connecting NEXT ENGINE and Microsoft Excel.

1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting up the NEXT ENGINE Trigger

Set up the trigger action that will start the flow.
This flow is triggered when an order slip is confirmed for shipment in NEXT ENGINE.

1. In the Yoom management screen, select "My Projects" and click "Add to Microsoft Excel when an order slip is confirmed for shipment in NEXT ENGINE".
* You can change the template title on the next screen.

2. Click "App Trigger When Order Slip is Confirmed for Shipment".

3. Verify the account linked with NEXT ENGINE and click "Next".
* Other items are set by default.

4. Set the trigger activation interval and test it.
* Trigger activation intervals of 5, 10, 15, 30, and 60 minutes are available, and the selectable time varies depending on the plan.
* Once per selected interval, the app checks for the trigger action, and if executed, the flow bot is activated. If you want to reflect the shipment confirmation of order slips in Microsoft Excel immediately, a shorter interval setting is recommended.

5. If the test is successful, the information obtained from NEXT ENGINE will be displayed in the output.
If there are no issues, save it.

Step 4: Setting to Add to Microsoft Excel

Finally, set up to add the order slip information obtained from NEXT ENGINE to Microsoft Excel.

1. Click "Operate Database Add Record".

2. Verify the account linked with Microsoft Excel.
* Other items are set by default.

3. Set each item in the database linkage.
* Drive ID, Item ID, and Sheet Name can be selected from "Candidates" displayed when you click the frame.

4. Set the values of the records to be added and test them.
* Each item can be selected from "When Order Slip is Confirmed for Shipment" in the output displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes for each order slip.

* This time, since the following data was created in Microsoft Excel, the values of the records to be added will be the above items.

5. If the test is successful, the data will be added to the specified Microsoft Excel sheet.
If there are no issues, save it.

6. When the trigger is turned ON, information will be automatically added to Microsoft Excel whenever an order slip is confirmed for shipment in NEXT ENGINE.

If you have any questions about the flow introduced, please check the help page.

Other Automation Examples Using NEXT ENGINE and Microsoft Excel

There are many other examples of automation using NEXT ENGINE and Microsoft Excel on Yoom, so here are a few introductions.

1. Add Inventory Information to Microsoft Excel When Created in NEXT ENGINE

Adding inventory information to Microsoft Excel is a task prone to transcription errors and omissions, while differences in work speed among staff are unlikely to occur.
With this integration, inventory information is automatically registered in Microsoft Excel, preventing human errors and optimizing staff resources.

2. Add the order slip created in NEXT ENGINE to Microsoft Excel

As the number of orders increases, the task of registering order slips in Microsoft Excel becomes more burdensome for staff.
Spending on labor costs for data entry may lead to a deterioration in profit margins, but by utilizing this integration, you can reduce labor costs while also improving operational efficiency.

3. Notify Slack when an order slip is confirmed for shipment in NEXT ENGINE

Checking the shipment confirmation of order slips via email can cause a time lag, making efficient business operations difficult.
By using this integration to automatically notify Slack of the shipment confirmation of order slips, smooth business operations will be possible.

Summary

After the order slip is confirmed for shipment in NEXT ENGINE, manually registering data in Microsoft Excel becomes a burden for the person in charge and poses a risk of human error. Additionally, inconsistencies between tools can occur, leading to unnecessary verification work and increased labor hours. However, by integrating the tools, data can be automatically registered from NEXT ENGINE to Microsoft Excel. This can lead to improved efficiency and accuracy in operations. The integration between NEXT ENGINE and Microsoft Excel can be achieved without programming by using Yoom. Please refer to the steps introduced in this article to help improve your company's operations.