To integrate Sansan with Microsoft Excel and add updated business card information from Sansan to Microsoft Excel

Are you struggling with managing business card information? Manually entering newly updated information from Sansan into Microsoft Excel can be cumbersome and carries the risk of errors.

For those facing such challenges, the app integration of Sansan and Microsoft Excel using Yoom is effective. Since updates to business card information in Sansan are automatically reflected in Microsoft Excel, it eliminates manual work and allows for accurate information management. This flow is expected to improve data management efficiency and enable speedy strategic planning in sales and marketing. This article explains how to integrate Sansan and Microsoft Excel in three easy steps.

Benefits of Integrating Sansan and Microsoft Excel

Benefit 1: Smooth Management of Business Card Information and Efficient Data Utilization

With the integration of Sansan and Microsoft Excel, when business card information is updated, it is automatically reflected in Microsoft Excel. This eliminates the need for manual input and enables accurate data management.

In sales and marketing departments, this leads to faster data analysis and customer follow-up based on the latest business card information, improving the speed of strategic planning. Especially when handling large volumes of business card data, having accurate information reflected serves as a foundation for the next approach. Centralized management of accurate data is expected to facilitate smooth information sharing between sales and marketing teams.

Benefit 2: Reduction of Manual Work and Alleviation of Update Burden

The integration of Sansan and Microsoft Excel reduces the burden of manual updates. For example, even if there is a change in a customer's position or contact information, updates in Sansan are automatically reflected in Microsoft Excel, avoiding duplicate work.

This allows personnel to focus on other important tasks without spending time on data updates. Additionally, centralizing multiple data sources minimizes the occurrence of errors and is expected to make business operations smoother. During busy periods or hectic times, reducing workload is particularly effective and may enhance overall business productivity.

How to Create a Sansan and Microsoft Excel Integration Flow

From here, we will set up the integration of Sansan and Microsoft Excel using Yoom.
The flow this time is "Add to Microsoft Excel when business card information is updated in Sansan."

Integrate Yoom with Sansan and Microsoft Excel as My Apps
Set a trigger (flow activation) in Sansan
Set up to add information in Microsoft Excel

Even without programming knowledge, the setup can be completed in three steps.
Copy the template from the "Try it" banner below and proceed with the setup.

Please note that Sansan is available only on some paid plans.

The applicable paid plans offer a two-week free trial. During the free trial, you can use the restricted apps.
For more details, please check below.

About apps available only with Team Plan and Success Plan

[About Yoom]

Step 1: Connect Sansan and Microsoft Excel with My Apps

First, let's connect the apps we will use with Yoom.
After logging into Yoom, click on "+ New Connection" from "My Apps" in the left menu.

When the "New Connection for My Apps" window appears, search for Sansan and Microsoft Excel respectively, and proceed with the input according to the displayed content.
Once the connection settings are complete, they will be displayed in the My Apps list, so please check.

Once you have confirmed Microsoft Excel in the same way, the My Apps connection is complete.

Next, let's move on to the detailed settings of the flow.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you moved to
3. Register with Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Set a Trigger in Sansan

Please click the first flow "When business card information is updated".
The first page reflects the account information of Sansan linked with My Apps.

The title can be changed, so you can change it to something easy to understand for later reference.
After checking the account information, proceed to the next step without changing the trigger action.

Next, set the trigger activation interval.

Sansan will automatically check for updates to business card information at the set time intervals.
Please note that the trigger activation interval may not be selectable depending on the plan.

Once the settings are complete, update the test information in Sansan and click "Test".

The values you entered temporarily should be displayed next to the output in the image above.
Once confirmed, click "Save" to complete the app trigger settings.

Step 3: Configure Settings to Add Information in Microsoft Excel

Next, click "Add Record".
On the first page, as with Sansan, check the account information and, if necessary, correct the title.
Below that, there is a field to enter the information for Microsoft Excel where the record will be added.

When you select the file storage location as OneDrive or Sharepoint, options will appear in other fields, so please select them.
If the site ID you want to select does not appear even if you select Sharepoint, please refer to the following link.

Regarding the settings for operations to manipulate the database in Excel

Once you have entered the information, click "Next" to check if it is connected correctly.
On the next page, set the details of the information to be updated in Microsoft Excel.

Select the output for the necessary fields and perform a test.
If no errors occur, click "Save" to complete the Microsoft Excel settings.

Finally, turn on the trigger and run the flow to complete all settings!

With this, when business card information is updated in Sansan, the information will be automatically added to Microsoft Excel.
You will be freed from the tedious manual input work!

The flowbot template used this time
Add to Microsoft Excel when business card information is updated in Sansan

Other Automation Examples Using Sansan and Microsoft Excel

1. Automatically Add New Business Card Information!

With the app integration of Sansan and Microsoft Excel, not only can you automate the updating of business card information, but you can also automate the addition of new information.
This ensures that information is accurately and quickly reflected in Microsoft Excel, making it easier for teams to share and verify, which can lead to quicker follow-up actions.

2. Automatically Send Thank-You Emails from Business Card Information!

You can also integrate Sansan with Gmail and Google Sheets. Once information is registered in Sansan, a thank-you email is sent via Gmail, and the information is automatically added to Google Sheets. This allows you to quickly send a templated thank-you email after exchanging business cards, reducing the risk of input errors and potentially enhancing the overall trust in your company.

3. Receive Notifications for Added Business Card Information

Business card information registered in Sansan is automatically added to kintone, and you can also receive notifications via Slack. This reduces the worry of missing information, and if receiving notifications leads to a quicker approach, it could give you an edge over rival companies.

‍Summary

Integrating Sansan and Microsoft Excel using Yoom is easy to start without any programming knowledge. In just three steps, you can achieve automatic management of business card information and be freed from manual tasks. Yoom is free to register, so take this opportunity to try it out. After registration, you can smoothly proceed with the integration setup using the provided templates. Why not take the first step towards a new way of working by incorporating integration with Yoom?