When a business card image is registered in Sansan, it is linked to Microsoft SharePoint.

By integrating Sansan, which is highly rated as a business card management tool, with Microsoft SharePoint, a corporate information sharing and management platform, you can create a system to effectively utilize business card information.
This integration allows business card information to be automatically uploaded to Microsoft SharePoint after registration, providing numerous benefits that directly lead to improved business efficiency, such as centralized information management, enhanced update capabilities, and increased security. This integration will be particularly useful for companies with extensive sales activities or teams where information sharing is crucial.
This article provides a detailed explanation of the specific benefits and integration methods of this integration.

Recommended for

・People who want to share business card information across multiple departments or locations

・People who want to keep business card information up to date

・People who want to manage and share customer information securely

Benefits and Examples of Integrating Sansan and Microsoft SharePoint

Benefit 1: Streamlined Operations through Centralized Information Management

By automatically uploading business card data captured in Sansan to Microsoft SharePoint, you can centrally manage business card information. This allows sales representatives and team members to instantly access the necessary information, saving the effort of searching for data.
For example, before a meeting with a client, you can quickly check contact and company information by simply searching the client list on Microsoft SharePoint, enabling prompt responses.
This will facilitate smooth information sharing within the company and is expected to improve overall business efficiency.

Benefit 2: Reduction of Manual Effort

When new business card information is registered in Sansan, it is automatically reflected as the latest data on Microsoft SharePoint. This integration reduces the effort of manually updating information and helps maintain accurate information in its most current state.
For instance, if there is a change in business card information due to personnel changes at a client company, manually updating it can be redundant, but this integration automatically reflects the information on Microsoft SharePoint.
This update capability plays a crucial role, especially in projects involving multiple departments or locations.

Benefit 3: Secure Information Sharing through Permission Management

By integrating Sansan with Microsoft SharePoint, you can set permissions for each user on Microsoft SharePoint for business card information registered in Sansan. This allows you to securely store business card data.
For example, you can grant full access rights to members of the sales department while allowing only viewing permissions to other departments. By automatically organizing data registered in Sansan on SharePoint, you can create an environment where only the appropriate people can access the necessary information.
This is expected to minimize the risk of information leakage.

[About Yoom]

How to Create a Flow for Integrating Sansan and Microsoft SharePoint

Now, let's create a flow together using a template that uploads to Microsoft SharePoint when a business card image is registered in Sansan!

The template we will use can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate Sansan and Microsoft SharePoint with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click on "+ New Connection".

(2) From the list of new connections in My Apps, click on Sansan.
(3) On the "New Sansan Registration" screen, check the red frame and enter the account name and access token.
Once you have completed the input, click "Add".
※ Sansan is an app available only with the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors.
※ Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

(4) Next, integrate Microsoft SharePoint. Similarly, click on Microsoft SharePoint from the list of new connections in Yoom.
※ Microsoft365 (formerly Office365) has a Home Plan and a Business Plan (Microsoft365 Business), and if you are not subscribed to the Business Plan, authentication may fail.
(5) The sign-in screen will appear. Enter your account and click "Next".

Once the integration is complete, Sansan and Microsoft SharePoint will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When Sansan Business Card Information is Registered

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When business card information is registered" in the app trigger.

(2) From the "Select Linked Account and Action" screen of Sansan, check if there are any errors in the account information linked with Sansan, keep the trigger action as "When business card information is registered," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Once selected, click "Test" at the bottom, and if no errors occur, click "Save."

Step 3: Retrieve Business Card Images by Integrating with Sansan

(1) Next, retrieve business card images by integrating with Sansan.
Click "Retrieve Business Card Image."

(2) From the "Select Linked Account and Action" screen, check if there are any errors in the account information linked with Sansan, keep the action as "Retrieve Business Card Image," and click "Next."

(3) From the "API Connection Settings" screen, select the business card ID from the output.

Scroll down and select the front and back of the business card image from the dropdown menu.
Once the selection is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 4: Upload Files by Integrating with Microsoft SharePoint

(1) Next, upload files by integrating with Microsoft SharePoint.
Click "Upload File."

(2) From the "Select Linked Account and Action" screen of Microsoft SharePoint, check if there are any errors in the account information linked with Microsoft SharePoint, keep the action as "Upload File," and click "Next."

(3) From the "API Connection Settings" screen, directly input or select from the options for site ID, drive ID, destination folder name, destination folder item ID, and file name.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flow bot "Upload to Microsoft SharePoint when a business card image is registered in Sansan."

Other Automation Examples Using Sansan and Microsoft SharePoint

At Yoom, there are many other examples of automation using Sansan and Microsoft SharePoint, so let us introduce a few.

1. Add updated business card information from Sansan to Google Sheets

By utilizing this flow, you can automatically register updated information from Sansan into Google Sheets, which can reduce data entry tasks. Additionally, by adding branching actions to the flow, you can set conditions for whether or not to add data.

2. Register business card data in Sansan when a row is added to Google Sheets

When information is added to Google Sheets, business card data can be automatically registered in Sansan. By automating this process, you can efficiently register business card information. Additionally, by integrating with communication tools, specific members can be notified when business card information is registered.

3. Send a Thank You Email via Gmail and Record it in Google Sheets When Registered in Sansan

This flow automatically sends a thank you email and records it in Google Sheets when business card information is registered in Sansan. Since the email is sent automatically, it is expected to save the effort of manually entering thank you emails.

Additionally, if you would like to check out templates using Sansan and Microsoft SharePoint, please visit the following site.

List of Flowbot Templates Using Sansan

List of Flowbot Templates Using Microsoft SharePoint

Summary

The integration of Sansan and Microsoft SharePoint seems to be a solution that enables efficient management and utilization of business card information, significantly improving overall business efficiency!
There are many benefits, such as centralized information management, automatic updates, secure sharing through permission management, and improved searchability.
In particular, for departments dealing with sales activities and customer information, it will directly lead to improved operational efficiency and responsiveness. Consider this integration as a foundation for effectively utilizing business card information across the organization, rather than just as contact data. Efficient information management will further enhance your team's competitiveness.