How to integrate Re:lation with Microsoft Excel to add a new ticket created in Re:lation to Microsoft Excel

Re:lation is a useful tool for customer support and inquiry management, often used in conjunction with Microsoft Excel for managing ticket information.
However, manually registering ticket information into Microsoft Excel can be time-consuming and carries the risk of errors and time lags.
These challenges can be addressed by automating the registration of ticket information through the integration of Re:lation and Microsoft Excel.
This article introduces a no-code method to integrate Re:lation with Microsoft Excel.
It can be easily implemented without specialized knowledge, so please refer to it when introducing automation.

Recommended for

Those using Re:lation and Microsoft Excel
Those who find it cumbersome to input Re:lation ticket information into Microsoft Excel
Those who want to reduce human errors when inputting Re:lation ticket information into Microsoft Excel
Those who want to facilitate information sharing by integrating Re:lation and Microsoft Excel

Benefits and Examples of Integrating Re:lation and Microsoft Excel

Benefit 1: Streamlining Operations by Reducing Manual Work

Manually registering ticket information created in Re:lation into Microsoft Excel is time-consuming and labor-intensive.
Many support staff may find it difficult to focus on customer support due to being occupied with registration tasks.
By integrating the tools, you can reduce the manual work of registering ticket information into Microsoft Excel and streamline operations.
For example, if support staff have to register dozens of tickets created daily, it requires a significant amount of work.
By introducing automation, you can reduce registration tasks and support more customers in the same amount of time.

Benefit 2: Preventing Human Errors During Registration

Manually registering data into Microsoft Excel carries the risk of input errors.
If errors occur, accurate data management becomes impossible, leading to unnecessary verification tasks for managers.
By integrating the two tools, you can prevent human errors during registration into Microsoft Excel and reduce the burden of data management.
For example, the more support staff there are, the more likely errors occur during registration, making accurate data management difficult.
By preventing human errors through automation, accurate ticket information will be reflected, reducing unnecessary verification tasks.

Benefit 3: Facilitating Information Sharing Among Teams

When stakeholders proceed with tasks based on ticket information registered in Microsoft Excel, quick reflection of information by the registration staff is required.
If there is a time lag in registering ticket information, it can hinder the operations of related departments.
By integrating Re:lation and Microsoft Excel, ticket information can be smoothly reflected, eliminating time lags.
For example, if a team conducts data analysis based on ticket information aggregated in Microsoft Excel, a time lag in registration prevents analysis with new data.
However, if ticket information is automatically reflected through integration, the analysis team can perform analysis with the latest data.

Now, let's introduce the method to "add a new ticket created in Re:lation to Microsoft Excel" using the no-code tool Yoom.

[What is Yoom]

How to Add a New Ticket Created in Re:lation to Microsoft Excel

This method can be realized by receiving the creation of a new ticket in Re:lation using Re:lation's API and adding data to Microsoft Excel using the API provided by Microsoft Excel.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

We will create it through the following major processes.

Register Re:lation and Microsoft Excel as My Apps
Copy the template
Set the trigger for Re:lation, 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 operation between Re:lation 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 Re:lation and Microsoft Excel to My Apps

First, register Re:lation and Microsoft Excel to My Apps in order to connect them to Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+New Connection".

2. On the next screen, search for and select Re:lation and Microsoft Excel to proceed to the next screen.

＜For Re:lation＞

・Enter the account name and access token, then click "Add" to complete the registration to My Apps.

＜For Microsoft Excel＞

・Sign in and click "Agree" to complete the registration to My Apps.

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

3. Copy the template to connect Re:lation and Microsoft Excel.

・Open the link below.

・Clicking "Try this template" will complete the copy.

Step 2: Setting the Trigger for Re:lation

Set the trigger action that will be the starting point of the flow.
In this flow, the trigger will activate when a new ticket is created in Re:lation.

1. Select "My Projects" in the Yoom management screen and click "Add to Microsoft Excel when a new ticket is created in Re:lation [Copy]".
※ You can change the template title on the next screen.

2. Click "App Trigger When a new ticket is created".

3. Confirm the account linked with Re:lation and click "Next".
※ Other items are set by default.

4. Set the trigger activation interval, subdomain, and inbox ID, and perform a test.
※ Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable times vary depending on the plan. The flow bot will activate once per selected interval to check the trigger action on the app and execute if triggered. If you want to reflect ticket information immediately, a shorter interval setting is recommended.
※ The inbox ID can be selected from "Candidates" displayed by clicking the frame.

5. If the test is successful, the information obtained from Re:lation will be displayed in the output.
Save if there are no issues.

Step 3: Setting to Retrieve Detailed Information of Re:lation Tickets

1. Click "Integrate with App Retrieve Ticket Details".

2. Confirm the account linked with Re:lation and click "Next".
※ Other items are set by default.

3. Set the subdomain, inbox ID, and ticket ID, and perform a test.
※ The inbox ID can be selected from "Candidates" displayed by clicking the frame.
※ The ticket ID can be selected from the output "When a new ticket is created" displayed by clicking the frame. (Values are displayed in double brackets)

4. If the test is successful, detailed ticket information will be displayed in the output.
Save if there are no issues.

Step 4: Microsoft Excel Settings

Finally, set up to add the ticket information obtained from Re:lation to Microsoft Excel.

1. Click "Operate Database Add Record".

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

3. Set the information for Microsoft Excel where the ticket information will be registered and click "Next".
※ Drive ID, Item ID, and Sheet Name can be selected from "Candidates" displayed by clicking the frame.
※ Details of each setting are also explained on this help page.

※ This time, the table range is set as above because the following sheet was created for testing purposes.

4. Set each item in Microsoft Excel where the ticket information will be registered and perform a test.
※ Each item can be directly input with a template. It can also be set from the output "Retrieve Ticket Details" displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes with each ticket.

5. If the test is successful, data will be added to Microsoft Excel.
Save if there are no issues.

6. When the trigger is turned ON, every time a new ticket is created in Re:lation, it will be automatically added to Microsoft Excel.

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

Other Automation Examples Using Re:lation

There are many other examples of automation using Re:lation in Yoom, so here are a few introductions.

1. Notify Microsoft Teams When a New Ticket is Created in Re:lation

You can automatically notify Microsoft Teams when a new ticket is created in Re:lation.
This integration can prevent notification omissions and ensure an accurate reporting process.

2. Notify Slack when a new ticket is created in Re:lation

You can automatically notify Slack when a new ticket is created in Re:lation.
This integration can reduce the manual notification tasks, thereby improving the efficiency of the responsible person's work.

3. When a ticket is created in Re:lation, create a response in Dify and notify Chatwork

You can automate the process of creating a response in Dify and notifying Chatwork when a ticket is created in Re:lation.
This integration can reduce the effort and time required to create responses, potentially alleviating the workload of the responsible staff.

Summary

By integrating Re:lation with Microsoft Excel, you can automate the process of registering ticket information.
This reduces the effort and time required for manual registration and prevents human errors during registration.
Furthermore, smooth reflection of ticket information can be expected to eliminate time lags.
The integration of Re:lation and Microsoft Excel can be achieved without coding by using Yoom.
It can be easily implemented by following the steps explained in this article, so take this opportunity to automate your company's business processes.