.png)
・
It's quite tedious to manually enter information registered in kintone into Microsoft Excel, isn't it?
With Yoom, you should be able to easily solve such problems!
Since app integration can be completed in just a few minutes, automation flows can be easily realized.
This article explains "how to link information to Microsoft Excel when a record is registered in kintone" using kintone and Microsoft Excel.
We will also introduce the benefits of implementing this, so please read to the end.
This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can also start immediately from the template below, so please give it a try!
[What is Yoom]
Let's clearly introduce the flow of connecting kintone and Microsoft Excel using Yoom!
First, if you do not have a Yoom account, please create one from the Yoom Account Registration Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.
Now, click "Try it out" on the template below to copy the flow bot!
Once the copy is complete, let's integrate the app!
1. First, log in to Yoom, select "My Apps" from the left column, and choose "+ New Connection".
2. From the list of new connections in My Apps, select kintone and Microsoft Excel to be used this time, and integrate the apps.
3. Select any project from the project list on the left and click "+ New".
4. Enter any title.
5. Select "When a specific app event is received" as the condition for starting the flow bot.
6. Select kintone from the app list.
7. Set the linked account and action.
・App trigger title: Set it as you like. (For example, "When a record is registered" is easy to understand.)
・Account information to link with kintone: Set any account.
・Trigger action: Select "When a record is registered".
8. Set the API connection for the app trigger.
・Trigger activation interval: Set any time.
・Subdomain name: Obtain and enter the part of the URL "https://●●●●●●●.cybozu.com/".
・App ID: The part "/k/●●/" in the URL is the app ID. (Example: 3)
9. Perform a test, and if successful, click "Save".
10. Click the ⊕ button under the app trigger you just created.
11. Select "Operate the database" as the operation type and choose "kintone".
12. Set up the database integration.
.png)
・Operation title: Set it as you like (This time, I wrote "Retrieve records").
・Account information to link with kintone: Set any account.
・Execution action: Select "Retrieve records".
・App ID: Click inside the frame, click on "When a record is registered" in the output, and select "Record ID".
※ Confirm that {{Record ID}} is written in the App ID field.
※ Explanation: By setting it as above, when new information is entered in kintone, it can be automatically referenced.
13. Set the details of the database operation.
.png)
Here, set the conditions for the records you want to retrieve.
In the leftmost blank, select an item that must be included in the conditions you want to retrieve, and select "Not empty" for the adjacent item.
14. Perform a test, and if successful, click "Save".
15. Click the ⊕ button under the action you just created.
16. Select "Operate the database" as the operation type and choose "Microsoft Excel" from the app list.
17. Set up the database integration.
・Title: Set it as you like (This time, I wrote "Add records").
・Account information to link with Microsoft Excel: Select any account.
・Execution action: Select "Add records".
・File storage location, Drive ID, Item ID, Sheet name, Table range: Select any from the options. ※ For details on how to set the table range, please refer to the help article!
18. Set the details of the database operation.
.png)
Click inside each item frame, click on "Retrieve records" in the output, and click on the same item as the question.
Set all items as above.
19. Perform a test, and if successful, click "Save".
Thank you for setting it up!
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of kintone and Microsoft Excel.
All of these can be used with simple settings, so if there's anything you're interested in, please give it a try!
By using Yoom's trigger actions, you can register information in both kintone and Microsoft Excel when an inquiry is made, or add kintone data to Microsoft Excel daily.
Additionally, when sales information is added, you can sync the information and automatically notify Slack.
Automatically creating a new folder when a record is registered in kintone may make it easier to manage folders.
By automating the registration to Kintone, you can prevent omissions and ensure that you can make a sales approach for every schedule.
Since information can be added solely through operations in kintone, it may help prevent manual input errors and omissions, and maintain data consistency between applications.
By automating the addition of tasks to Microsoft Excel, manual work is eliminated, and the occurrence of human errors should be reduced.
By regularly notifying budget information, the verification process becomes more efficient, and you can proactively identify signs of budget overruns.
When managing data across multiple apps and files, updates can become complex and time-consuming...
By integrating kintone with Microsoft Excel, you can automatically reflect the entered data, reducing the need for manual input!
Reducing manual tasks also helps prevent input errors.
When updating information for each piece of data, it can become unclear which data is the most recent.
Integrating kintone with Microsoft Excel allows for centralized data management, potentially maintaining data consistency.
For example, when repeatedly switching between tools during data entry, it's easy to lose track of the source data, but with the introduction of automated flows, you can synchronize information by operating in just one tool.
The data you hold will likely become easier to manage!
When manually updating kintone information in a Microsoft Excel file, there may be a time lag.
By integrating kintone with Microsoft Excel, data is updated quickly, allowing for swift decision-making based on the latest information.
Additionally, even if multiple people update information simultaneously, the data on Microsoft Excel will be automatically updated, ensuring data consistency.
In this article, we explained the flow of "linking information to Microsoft Excel when a record is registered in kintone."
By integrating kintone with Microsoft Excel, data management and information updates can be carried out smoothly.
Moreover, you can update information in real-time and significantly reduce manual work, contributing to business improvement.
At Yoom, we offer a two-week free trial, so take this opportunity to experience the automation flow.
.avif)
.avif)
