How to integrate Sansan with Google Sheets to automatically add Sansan's business card information to Google Sheets

Business card exchange can be considered a fundamental aspect for business professionals, right? Moreover, managing the exchanged business cards effectively is crucial for ensuring smooth business operations. Therefore, this time, we have integrated Sansan, which excels in business card management, with Google Sheets, which allows for easy collaborative management and editing. If you are managing Sansan's data in detail using Google Sheets, this integration could be valuable. Why not introduce automation to create a more comfortable work environment? Benefits of Integrating Sansan and Google Sheets 1. Simplify Tasks With this integration, when Sansan's business card data is updated, the data in Google Sheets will also be automatically updated. You only need to update Sansan, which reduces input tasks and eliminates redundant work. There's no need to transfer data between different tools, simplifying tasks and leading to a review of business workflows. 2. Easier Team Collaboration This integration is also effective in promoting collaboration between different departments. For example, it applies to the integration between Sansan used by the sales department and Google Sheets used by the accounting department. Once Sansan's data is updated, the accounting department can easily check billing information (address, contact person, company name, etc.). Since updates are done in real-time, there's no need to notify others about data updates, making it easier to check new data. [About Yoom] Next, we will introduce how to create a "flowbot" that adds updated business card information from Sansan to Google Sheets using Yoom, which allows app integration without programming. Please try creating it after registering with Yoom! [Please Note] * Sansan is available only with certain paid plans. * A two-week free trial is available for paid plans. The above flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Connection Flow between Sansan and Google Sheets

Step 1: Connect Sansan and Google Sheets to My Apps

The template is copied, and the screen will look like the above. Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, connect Yoom with each tool. Click on "New Connection" at the top right.

Connecting Sansan and Yoom

1. Search

‍Click on the Sansan icon.

2. Enter Required Fields

Follow the instructions to obtain the API key from the Sansan management screen.‍

3. Add

‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the connection is complete.

Connecting Google Sheets and Yoom

1. Search

‍Click on the Google Sheets icon.

2. Select Account

‍Press the Google account of the Gmail address to connect with Yoom.‍

3. Log in to Yoom

You will transition to the image page, so read the terms and click Next.‍

4. Yoom is Requesting Additional Access to Google Account
Press Continue.
When you transition to the authentication screen, select <span class="mark-yellow">Allow All Permissions</span>.

5. Connection Complete

If the screen switches and the above display appears, the connection is complete.

6. Prepare Google Sheets

If you haven't created the Google Sheets managing Sansan data yet, please prepare it.
This time, it was created as shown in the image.

This completes the My Apps connection between Sansan and Google Sheets.
Next, using the template copied to My Projects, we will create a flow bot.
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 redirected page
3. Register with Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting to Retrieve Information from Sansan

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template

‍Click on "Add to Google Spreadsheet when business card information is updated in Sansan".‍

3. Select App Trigger

‍Select "When business card information is updated" from the Sansan icon.
Press Next.‍

4. Set Trigger Activation Interval

Set the activation interval from the dropdown. You can select trigger activation intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Update Business Card Information

‍Open Sanan in another tab and update a test business card.

6. Execute Test

‍Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setting is complete. Save it.

Step 3: Setting to Update Google Spreadsheet

1. Select App Trigger

‍Select "Add Record" from the Google Spreadsheet icon.
Scroll down.‍

2. Set Required Fields

Enter the required fields. Click the box.

When you click inside the box, a list will be displayed as shown in the image, so select the Google Spreadsheet where the business card information will be accumulated.
Set the tab name in the same way.

Regarding the table range, it depends on the prepared Google Spreadsheet, so enter it according to the contents of the Google Spreadsheet.
Once entered, press Next.

3. Values of Records to be Added

Set the values of the records to be added.
The box names displayed on this page depend on the Google Spreadsheet linked earlier.
Therefore, it may differ from the image display, but the setting method is the same.

First, click the box.

Select the Sansan item.

The business card data sent for testing in the Sansan settings will be displayed in a list.
Select the data that matches the box item name.
In the image, the box item name is "Addition Date", so "Business Card Registration Date" was selected from Sansan.

When data is inserted, it will appear as shown in the image.
Set the other boxes in the same way.‍

4. Execute Test Once data insertion is complete, press the test button.
If "Test Successful" is displayed, the setting is complete. Press Save.‍

5. Turn ON the Trigger

When the creation of the flow bot is complete, it will be displayed as shown above. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flow bot using Sansan and Google Spreadsheet.

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Flow bot template used this time
Add to Google Spreadsheet when business card information is updated in Sansan

Other Automation Examples Using Sansan and Google Sheets

There are many other examples of automation using Sansan and Google Sheets available on Yoom, so here are a few introductions.

1. Registering Business Card Information from Sansan into Google Sheets
‍It supports not only updates but also additions. It is recommended to use it in conjunction with the flow bot this time.

2. Register business card data in Sansan when a row is added in Google Sheets
It is also possible to register from Google Sheets to Sansan. How about using them accordingly as needed?

3. Send a thank-you email via Gmail and record it in Google Sheets when registered with Sansan
‍Let's automate the follow-up process after exchanging business cards. You won't have to worry about forgetting to say thank you.

Summary

Let's integrate Sansan with Google Sheets to automate your workflow. This will make it easier to manage business card data and should lead to faster operations.
Additionally, reducing manual input can save you time and effort.
At Yoom, various other automations are also possible. Please give them a try.