How to integrate NEXT ENGINE with Microsoft Excel to add an order slip to Microsoft Excel when it is created in NEXT ENGINE

By integrating NEXT ENGINE with Microsoft Excel, you can automatically add data to Microsoft Excel when an order slip is created.
This automation can save you the trouble of manual input and improve operational efficiency.
Additionally, preventing input errors in Microsoft Excel can maintain data accuracy and facilitate smooth sharing of order information within the team.
If you are using NEXT ENGINE and Microsoft Excel, try optimizing your operations with this easy no-code setup method.

Recommended for

Companies using NEXT ENGINE and Microsoft Excel
Business personnel who want to reduce manual input errors by integrating NEXT ENGINE and Microsoft Excel
Companies that want to strengthen order data sharing between departments by integrating NEXT ENGINE and Microsoft Excel
Administrators who want to reduce working hours and optimize resources by integrating NEXT ENGINE and Microsoft Excel

Benefits and Examples of Integrating NEXT ENGINE and Microsoft Excel

Benefit 1: Improved Efficiency and Time Savings

With this integration, there is no need to manually enter data into Microsoft Excel every time an order slip is created in NEXT ENGINE.
For example, when orders temporarily increase due to a campaign, staff may become overwhelmed with just checking and registering order slips.
However, by automating this process, staff can focus on other important tasks.
This can lead to overall workflow efficiency and resource optimization.

Benefit 2: Enhanced Data Accuracy

When manually entering order slip data into Microsoft Excel, there is a risk of input errors or omissions.
However, by integrating NEXT ENGINE and Microsoft Excel, order slip data can be automatically added, enabling accurate data management.
For example, even if orders are concentrated in a short period, automation can prevent input errors and duplicate entries, which helps prevent future order content and customer service errors.
This can enhance the reliability of operations and improve customer satisfaction.

Benefit 3: Smoother Information Sharing Among Teams

Automatically registering order slip information from NEXT ENGINE to Microsoft Excel can facilitate information sharing between departments.
For example, if order management and data analysis are handled by different teams, automatic registration can prevent the time lag that often occurs with manual registration.
This allows the data analysis team to strategize based on the latest information.
Thus, the integration of NEXT ENGINE and Microsoft Excel can also be expected to smooth overall information sharing.

[About Yoom]

Next, we will introduce how to create a flow bot in Yoom, which allows app integration without programming, to "add to Microsoft Excel when an order slip is created in NEXT ENGINE."
It can be implemented simply by setting according to the template, so please give it a try.

How to Create a Flow for Integrating NEXT ENGINE and Microsoft Excel

The flow to integrate NEXT ENGINE and Microsoft Excel using Yoom proceeds through the following four processes.

Register NEXT ENGINE and Microsoft Excel as My Apps
Copy the template
Set up the trigger for NEXT ENGINE, which serves as the starting point of the flow, followed by the settings for Microsoft Excel
Turn on the trigger button and verify the integration between NEXT ENGINE and Microsoft Excel

Step 1: Integrate NEXT ENGINE and Microsoft Excel as My Apps

First, register NEXT ENGINE and Microsoft Excel as My Apps in Yoom to integrate them.

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

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

For NEXT ENGINE

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

For Microsoft Excel
‍※ Microsoft 365 (formerly Office365) has both personal and business plans (Microsoft 365 Business). Depending on your environment (if you are not subscribed to the business plan), authentication may not work properly, so please be aware.

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

Step 2: Copy the Template

Copy the template for integrating 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 initiate the flow.
In this flow, the creation of an order slip in NEXT ENGINE will be the trigger.

1. Select "My Projects" in the Yoom management screen and click "Add to Microsoft Excel when an order slip is created in NEXT ENGINE [Copy]".
* You can change the template title on the next screen.

2. Click "App Trigger When Order Slip Information is Created".

3. Confirm 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 are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan.
* For each selected interval, the app checks the trigger action once, and if the action is executed, the flow bot is activated. If you want to reflect order slip information 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, and if there are no issues, save it.

Step 4: Setting Up Registration in Microsoft Excel

Finally, set up the registration of order slip information obtained from NEXT ENGINE into Microsoft Excel.

1. Click "Operate Database Add Record".

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

3. To register information in Microsoft Excel, set each item in "Database Integration" and proceed to the next step.
* "File Storage Location" is selected from the dropdown. Other items can be selected from the "Candidates" displayed by clicking the frame. "Table Range" is entered directly.

4. Set the "Values of Records to Add" and test it.
Each item can dynamically reflect values that change with each order slip by selecting from the "When Order Slip Information is Created" output displayed by clicking the frame.

5. If the test is successful, save the settings.
* Clicking test will actually register the data in Microsoft Excel.

6. When the trigger is turned ON, information will be automatically registered in Microsoft Excel whenever an order slip is created in NEXT ENGINE.

If you have any questions about the flow introduced, please refer to the help page here.

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

With this integration, inventory information is automatically added to Microsoft Excel, reducing the effort required for data entry.
Additionally, it helps reduce human errors, enabling accurate data management.

2. Add to Microsoft Excel when the order slip is confirmed for shipment in NEXT ENGINE

When the order slip is confirmed for shipment, it will be automatically added to Microsoft Excel, facilitating smooth sharing of shipment confirmation information with team members.
As a result, an improvement in the overall operational efficiency of the team can be expected.

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

If you rely solely on email for shipment confirmation notifications, there may be delays in checking.
However, if the shipment confirmation of the order slip is automatically notified to Slack, you will be able to quickly grasp the shipping status.

Summary

By integrating NEXT ENGINE with Microsoft Excel, you can automatically add order slip data to Microsoft Excel, improving operational efficiency and data accuracy.
If there is a high workload for manual input and a high likelihood of input errors, this integration offers significant benefits and enhances the reliability of operations.
Additionally, it contributes to smoother information sharing between departments, improving the overall efficiency of the team and optimizing resources.
The integration of NEXT ENGINE and Microsoft Excel can be easily implemented without code by utilizing Yoom.
Take this opportunity to optimize your operations.