How to integrate Smaregi with kintone to add a transaction to kintone when it occurs in Smaregi

The POS system is a convenient tool that helps manage sales and product information. However, in cases where there are sales not processed through the POS system or when multiple POS systems are used for multi-store operations, other applications may be used in conjunction for company-wide information management.

This article introduces how to integrate Smaregi with kintone to automatically sync data when new transactions occur. By reflecting information in kintone in real-time with each transaction, analysis based on the latest data becomes possible. Additionally, the need for manual data entry is eliminated, reducing the occurrence of human errors. We will explain the benefits and methods of integration in detail, so please use this as a reference.

Benefits of Integrating Smaregi and kintone

Benefit 1: Real-time Data Updates

By instantly transferring transaction data from Smaregi to kintone, you can timely grasp the latest sales trends. Real-time information is crucial for sales and inventory management. This enables quick decision-making based on data, such as optimizing inventory management, analyzing popular products, and planning effective sales promotion strategies. Additionally, sales status across multiple stores can be centrally managed in kintone.

For example, since sales information is automatically reflected from Smaregi to kintone as soon as a transaction occurs, you can understand the response to campaigns in real-time. This allows for quick decisions on extending the campaign period or changing purchasing plans for target products.

Benefit 2: Reduction of Human Errors

Manual data entry is prone to human errors such as numerical input mistakes or registration omissions, but automation can reduce this risk. If the occurrence of errors is minimized and data accuracy is improved, the reliability of analysis results and statistical data is expected to increase. Eliminating the need for data transcription and reducing correction work in case of mistakes can lighten the burden on staff and potentially reduce operational costs.

Through integration, ensure smooth company-wide information management with kintone, not just for stores that have implemented Smaregi. With Yoom, the setup is easy.

[What is Yoom]

How to Create an Integration Flow between Smaregi and kintone

Now, let's set up the integration and automation of business flows between Smaregi and kintone.

We will introduce the procedure for creating a business flow to "add to kintone when a transaction occurs in Smaregi" using a template.

Before You Start

1. Prepare the kintone app that will sync transaction information.

2. Log in to Yoom.

3. Click the "Try it" button below to copy the template in Yoom.

Step 1: Integration of Smaregi and kintone My Apps

*If you have already completed the app integration, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Smaregi and kintone respectively and integrate the apps.
　*Reference: How to register Smaregi My App
　*Reference: How to register kintone My App

Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

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

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Step 2: Setting the trigger to activate when transaction information is registered in Smaregi

1. Open the copied template.
　※ You can change it to any title from the red frame in the image below.

2. Click on the Flowbot's "App Trigger: When transaction information is registered (Webhook activation)".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the Webhook event reception settings for the app trigger.
　Please refer to this article [How to set up a Webhook trigger for Smaregi] to set it to activate when a transaction occurs.

5. After registering transaction information on Smaregi, click "Test".

6. If the test is successful, click "Save".

Step 3: Setting the action to retrieve transaction details from Smaregi

1. Click on the Flowbot's "Integrate with App: Retrieve transaction details".

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　Please input/select each item.
　※ For the transaction ID field, use the output obtained in Step 2.

　※ The image below is an example of referencing the output. When you click on the input field, candidates will be displayed, so please select the relevant item.

4. Click "Test".

5. If the test is successful, click "Save".

Step 4: Setting the action to add a record to kintone

1. Select the Flowbot's "Operate Database: Add Record".

2. Integrate the database.
　・Title: Change if necessary.
　・Database Integration "App ID": Enter or select the ID of the kintone app that manages transaction information.

3. Click "Next".

4. Set the details for database operations.
　For each field of the record to be added, use the outputs obtained so far to input.
　※ The image below is an example of input.

　※ The image below is an example of referencing the output.

5. Click "Test".

6. If the test is successful, click "Save".

This completes the flow of "Add to kintone when a transaction occurs in Smaregi".
Switch the trigger of the saved flow to "ON" to activate it.

Flowbot template used this time
Add to kintone when a transaction occurs in Smaregi

Other Automation Examples Using Smaregi and kintone

There are many other examples of automation using Smaregi and kintone on Yoom, so here are a few introductions.

1. This is a flow where when product information is registered or updated in Smaregi, information is added to kintone. Data other than transactions can also be synchronized with kintone. This would be useful in cases where stores that do not use Smaregi handle the same products, or when all product data is managed with kintone.

2. This is a flow for registering product information in Smaregi when a record is registered in kintone. Unlike the flows introduced so far, it is also possible to synchronize information from kintone to Smaregi. If the product information is first compiled by the product planning or purchasing staff and then used by the store staff for product registration, please use this flow.

3. This is a flow to update Smaregi's inventory information when kintone's inventory information is updated. Inventory and shipping data managed in kintone can be automatically reflected in Smaregi. Since manual entry is not required, it can reduce the burden on the person in charge even if there are frequent inventory fluctuations.

Summary

By integrating Smaregi with kintone, data can be automatically synchronized when new transactions occur. Information managed in kintone is updated in real-time, allowing for smooth data analysis and subsequent operations. Additionally, the need for manual data entry is eliminated, reducing the likelihood of human errors such as input mistakes. With improved data accuracy, the precision of analysis and statistics is expected to enhance. Experience these benefits by using Yoom for integration.