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If you are using both Shopify and Square, there are times when you need to input Shopify data into Square as well. This means entering the same data twice, which can be a bit of a hassle...
In such cases, we recommend using
By integrating, you can reduce the effort of entering the same data into both Shopify and Square, and you can expect improved efficiency in information sharing and customer management!
This time, we will explain in detail how to integrate Shopify and Square data, accompanied by Yoom's operation screen. The integration is designed to be easy to challenge even for those who are new to data integration, so please refer to this article and try integrating Shopify and Square!
By using Yoom, you can easily integrate Shopify and Square without any coding. Yoom provides templates for integrating Shopify and Square in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The "Register Customer Information Created in Shopify to Square" workflow automates data integration between online stores and POS systems, improving operational efficiency.
By implementing this workflow, customer information is automatically registered in Square, eliminating the need for duplicate data entry.
This enables smooth customer service and accurate data management.
■Recommended for
■Benefits of using this template
By integrating the APIs of Shopify and Square, you can automatically sync Shopify data with Square!
For example, you can automatically perform data synchronization like the following without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Shopify and Square.
Registration takes just 30 seconds, so feel free to give it a try!
Since customer information registration is automated, you can avoid the hassle of double entry.
This flow is recommended for those who want to centrally manage customer information from both online and physical stores.
■Overview
The "Register Customer Information Created in Shopify to Square" workflow automates data integration between online stores and POS systems, improving operational efficiency.
By implementing this workflow, customer information is automatically registered in Square, eliminating the need for duplicate data entry.
This enables smooth customer service and accurate data management.
■Recommended for
■Benefits of using this template
Let's get started with creating a flow that integrates Shopify and Square!
We'll be using Yoom to proceed with the integration of Shopify and Square without any coding. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot to register customer information created in Shopify to Square!
The creation process is broadly divided into the following steps.
■Overview
The "Register Customer Information Created in Shopify to Square" workflow automates data integration between online stores and POS systems, improving operational efficiency.
By implementing this workflow, customer information is automatically registered in Square, eliminating the need for duplicate data entry.
This enables smooth customer service and accurate data management.
■Recommended for
■Benefits of using this template
First, register your app with Yoom to connect Shopify and Square.
Completing the app registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings!
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Integrate Shopify
A list of apps will be displayed, so find Shopify from there or use the search function.
When the following screen appears, configure the settings within the red frame.
For detailed instructions on app registration, check here.
How to Integrate Square
Similarly, find Square on the list or use the search function.
On the next screen, enter your account details and click "Add" to complete the connection.
If Shopify and Square are displayed in your My Apps section, the registration is complete.
Now, let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
■Overview
The "Register Customer Information Created in Shopify to Square" workflow automates data integration between online stores and POS systems, improving operational efficiency.
By implementing this workflow, customer information is automatically registered in Square, eliminating the need for duplicate data entry.
This enables smooth customer service and accurate data management.
■Recommended for
■Benefits of using this template
The template will be automatically copied, and the following screen will be displayed.
The template will be automatically stored in a project called My Project, so if you want to check it, please check from there.
Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title".
You can also change the title to make it easier to use.
First, to set up the flowbot to start when customer information is created, click "When customer information is created".
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next".
*Shopify is an app that is available only on some paid plans.
For other plans, the operations and data connections of the flowbot you set will result in errors, so please be careful.
Paid plans offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions, so please give it a try.
Click to copy the Webhook URL.
Go to the Shopify admin screen and click "Notifications" → "Webhook" → "Create Webhook".
When the following screen is displayed, set "Event" to "Customer Creation" and paste the URL you copied earlier into the red frame, then click "Save".
Let's create new customer information in Shopify for testing purposes.
The following is an example, so please set it as you like.
Once the setup is complete, click "Test".
If the test is successful, "Test Successful" will be displayed, and "Output" will be displayed below it.
Output will be used in the subsequent settings, so please check for any mistakes.
Once confirmed, click "Save".
Next, to set up to register customer information in Square, click "Register Customer Information".
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next".
When the following screen is displayed, set the "Last Name","First Name" and "Email Address".
Click within the frame to display the output, and select Shopify's output.
Please set other items in the same way.
Once the setup is complete, click "Test" → "Test Successful" → "Save".
All the settings for each item are now complete!
The following screen will be displayed, so click "Turn on the trigger" to complete the automation settings.
Check if the flowbot you set up is working properly!
This was the flow to register customer information created in Shopify to Square.
Earlier, we introduced how to link data from Shopify to Square, but if you want to link data from Square to Shopify, please use the following template.
Contrary to the template introduced this time, it is also possible to register customer information in Shopify!
Since customer information can be automatically registered, synchronization becomes easier.
■Overview
The "Register in Shopify when a customer is created in Square" flow is a business workflow that automatically synchronizes new customer information added in Square to Shopify.
By utilizing this workflow, you can manage customer data consistently across multiple platforms.
■Recommended for
■Benefits of using this template
It is possible to automate various tasks using Shopify and Square APIs.
If you find something interesting, please give it a try!
You can notify order and product information from Shopify to chat tools and create folders in storage systems.
■Overview
This is a flow that notifies Microsoft Teams when an order is placed on Shopify.
■Recommended for
1. Those who use Shopify
・Those who use it for operating an e-commerce site
2. Those who use Microsoft Teams as a communication tool
・Those who utilize it for information sharing and communication within the team
■Benefits of using this template
Shopify is a platform that can streamline the construction and operation of e-commerce sites.
However, manually sharing each order with the person in charge or within the team can lead to delays in subsequent tasks.
By using this flow, information sharing among team members becomes smoother.
Knowing about orders immediately allows for a smoother start to customer service tasks, leading to improved customer satisfaction.
■Notes
・Please integrate both Shopify and Microsoft Teams with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a folder in Google Drive when product information is created in Shopify.
■Recommended for
1. Those who work based on Shopify product information
・Those who want to automatically save necessary files for each new product in a specific folder to improve work efficiency
・Those who want to save product images and description materials linked to product information in Google Drive
2. Product management personnel
・Those who want to streamline document creation and marketing material preparation based on product information
・Those who want to easily access related files by searching for product information on Google Drive
■Benefits of using this template
Shopify is an essential platform for running an e-commerce site, but as the number of products increases, managing related files can become complicated.
By implementing this flow, folders are automatically created in Google Drive for each product, allowing centralized management of related files. This enables you to quickly find the necessary information and smoothly proceed with product page updates and marketing initiatives. Additionally, it eliminates the manual effort of folder creation, preventing human errors.
■Notes
・Please integrate Yoom with both Google Drive and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・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.
■Overview
This is a flow for registering customer information in Shopify when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who perform tasks on shared sheets
・Team leaders managing data edited in real-time by multiple people
2. Those who conduct business using Shopify
・Retailers operating online shops
・Members of the department managing customer information
■Benefits of using this template
Google Sheets is a tool suitable for information sharing because the added content is immediately reflected.
However, manually entering this information into Shopify can cause delays in information sharing.
This flow is effective for those who want to share information smoothly.
By registering customer information in Shopify based on the information added to Google Sheets, you can eliminate manual work and maintain information accuracy.
■Notes
・Please integrate both Google Sheets and Shopify with Yoom.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that sends coupon information via Outlook when an order for a specific product is placed on Shopify.
With Yoom, you can easily achieve this flow without any programming, as it enables integration between apps.
■Recommended for
1. Those using Shopify for e-commerce site operations
・Those handling products aimed at promoting repeat purchases
・Those looking to strengthen follow-up after purchase
2. Those using Outlook for business
・Marketing personnel who want to utilize purchase data to achieve targeted promotions via email
・Those who want to promote sales at low cost through automatic email sending
■Benefits of using this template
By implementing this flow, coupon information will be automatically sent via Outlook every time a new order for a specific product is placed on Shopify.
There is no need to manually categorize order information or transcribe recipient details, allowing for timely follow-up with target customers.
Additionally, automation helps prevent email sending errors or omissions.
■Notes
・Please integrate Yoom with both Shopify and Outlook.
・The branching function (operation) is available on the Mini Plan or higher, and integration with Shopify is available on the Team Plan or higher. If you are on a plan that does not include these features, the operations and data connections you have set will result in errors, so please be aware.
・Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "Register customer information in Shopify when member information is registered in Smaregi" automates data integration between Smaregi and Shopify, streamlining business workflows.
It eliminates the hassle of double-entering customer information and enables accurate data management.
Every time a new member is registered in Smaregi, the same customer information is automatically added to Shopify, allowing for smooth customer management.
■Recommended for
■Benefits of using this template
You can reflect Square's payment and transaction information in other systems.
It is also possible to automatically register with Square, triggered by customer information registration in other systems.
■Overview
This is a flow to create a client in freee Accounting when a new payment information is created in Square.
By linking Square and freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management.
Additionally, you can also register Square's payment information individually in freee Accounting.
■Notes
・Please link both Square and freee Accounting with Yoom.
■Overview
This is a flow that notifies Slack when a payment is made on Square.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Square in their business
・Those who log in to Square each time to confirm payments
・Those who want to keep track of Square payments in a timely manner
2. Those who use Slack in their daily work
・Those who use Slack as a communication tool with team members
・Those who want to streamline information sharing by integrating with Square
■Benefits of using this template
If you are proceeding with the next steps after a payment is made on Square, delays in confirmation can cause delays in response.
Additionally, it can be inefficient and decrease productivity if team members individually confirm Square payments.
With this flow, notifications are sent to Slack when a payment is made on Square, allowing for efficient information sharing across the team.
Team members no longer need to log in to Square individually to confirm, and can check Square payments in a timely manner.
This also eliminates time lags in information confirmation, allowing for speedy business responses.
■Overview
This is a flow that registers payments completed with Square into Microsoft Excel.
■Recommended for
1. Stores using Square
・Those who use Square as a payment system
・Store owners utilizing Square by offering multiple payment options
2. Those managing payment data
・Those who centrally manage payment data in Microsoft Excel
・Those who analyze payment data for marketing strategies
■Benefits of using this template
Square offers multiple payment options and is a system that can cater to a wide range of customers.
However, if you manage Square's payment data with other tools, there is a risk of data entry errors or omissions due to manual work.
This template is suitable for those who want to streamline manual registration tasks.
By using this template, payment data can be automatically registered in Microsoft Excel once a Square payment is completed, reducing the burden of manual work.
Even if there is a large amount of data to register, the data registration is seamless, allowing you to focus on other important tasks.
■Notes
・Please integrate Square and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow where when new customer information is registered in Smaregi, it is also added to Square.
You don't need to manually check the customer information registered in Smaregi, as it will be automatically added to Square, eliminating any gaps or omissions in information management.
You can freely set the items to be added to Square.
■Notes
・Account linkage with Yoom is required for both Smaregi and Square.
We introduced how to integrate data between Shopify and Square! By automatically linking Shopify data to Square, you can reduce the hassle of double data entry and streamline data registration and customer management!
Additionally, with this data integration, the manual data entry tasks are reduced, allowing tasks that used to take time to be completed quickly.
This could be a significant advantage for departments handling a large amount of customer and product data.
Moreover, the data integration introduced here can be achieved even by beginners using Yoom.
Since it can be set up intuitively without specialized skills, it should be easy for those who have given up or hesitated on data integration to take on the challenge!
Create a free Yoom account and try it out now
Registration is completed in 30 seconds, and you can start operating immediately after registration. Why not take this opportunity to take a step towards automating your business?
