How to integrate Smaregi with Notion to add transactions from Smaregi to Notion

With the digitalization of business, integrating the store management tool Smaregi with Notion, which is convenient for organizing information, can be expected to improve operational efficiency. By automatically adding transaction data generated in Smaregi to Notion, daily management tasks become smoother, allowing real-time confirmation of sales information and inventory fluctuations, enabling quick responses. Additionally, the aggregation of data will be beneficial for analysis and strategic planning. This article explains the specific benefits and integration methods of connecting Smaregi and Notion.

Benefits of Integrating Smaregi and Notion

Benefit 1: Improved Work Efficiency

By integrating Smaregi and Notion, transaction data is automatically sent to Notion, eliminating the need for manual input. This can prevent input errors and reduce working time. For example, store staff can immediately check sales information generated at the register in Notion, making inventory management and sales analysis smoother. This automation reduces redundant tasks and alleviates the burden on staff.

Benefit 2: Real-Time Information Sharing

Adding Smaregi transaction data to Notion allows for real-time sharing of the latest sales status and inventory fluctuations. For instance, a store manager can check the latest sales in Notion and respond quickly, even when away from headquarters. This ability to share information without being constrained by time or location leads to faster and more accurate decision-making. Real-time information reflection strengthens team collaboration and is expected to improve overall business efficiency.

[About Yoom]

How to Create a Smaregi and Notion Integration Flow

Now, let's create a flow together using a template to "add to Notion when a transaction occurs in Smaregi"!

The template used this time 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

Let's get started together!

Step 1: Connect Smaregi and Notion to My Apps

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

(2) From the new connection list in My Apps, click on Smaregi.
(3) On the "New Smaregi Registration" screen, enter the account name and contract ID.
For detailed instructions on registering Smaregi to My Apps, please refer to the site below.

How to Register Smaregi to My Apps

Once the input is complete, click "Add".
(4) Next, connect Notion. Similarly, click on Notion from the new connection list in Yoom.
(5) From the access request image, click "Select Page".

(6) Check the page you want to allow and click "Allow Access".

Once the connection is complete, Smaregi and Notion 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 Smaregi Transaction Information is Registered

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

Click on "When transaction information is registered (Webhook triggered)" in the app trigger.

(2) From the screen to select the Smaregi integration account and action, check if there are any errors in the account information to be integrated with Smaregi, keep the trigger action as "When transaction information is registered (Webhook triggered)" and click "Next".

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the Smaregi management screen.
Once the setup is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 3: Integrate with Smaregi to Retrieve Transaction Information

(1) Next, integrate with Smaregi to retrieve transaction information.
Click "Retrieve Transaction Details".

(2) From the Smaregi "Select Integration Account and Action" screen, check if there are any errors in the account information to be integrated with Smaregi, keep the action as "Retrieve Transaction Details" and click "Next".

(3) From the "API Connection Settings" screen, enter the contractor ID, transaction ID, and coupon information.
・Contractor ID: Check the red line and enter directly or select from output
・Transaction ID: Select from output
・Coupon Information: Select from the dropdown

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 4: Integrate with Notion to Add Records

(1) Next, integrate with Notion to add records.
Click "Add Record".

(2) From the Notion "Database Integration" screen, check if there are any errors in the account information to be integrated with Notion, keep the execution action as "Add Record".

Scroll down and select the database ID from the candidates.
Once the selection is complete, click "Next".

(3) From the "Database Operation Detailed Settings" screen, select the values for the record to be added from the output.

Once the selection 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 "Add to Notion when a transaction occurs in Smaregi".

Other Automation Examples Using Smaregi and Notion

At Yoom, there are many other examples of automation using Smaregi and Notion, so let me introduce a few.

1. Register product information in Smaregi when a record is registered in Notion

You can automatically register product information entered in Notion into Smaregi. This not only eliminates the need for manual input but also helps maintain the accuracy of the registered information. Additionally, it can prevent input errors and omissions.

2. Notify Microsoft Teams when shipment information is registered in Smaregi

By using this flow, you can expect to grasp shipment information in real-time and take necessary actions promptly. Additionally, since the registered information is immediately notified to members, it helps prevent delays and omissions, enabling smooth information sharing.

3. Store the previous day's daily closing information (sales information) from Smaregi in Google Sheets

By storing daily closing information in Google Sheets, centralized management of sales information becomes possible. Additionally, based on the information from Smaregi, you can organize and aggregate data using the spreadsheet functions, enabling the creation of necessary reports and visualizations, which can aid in business improvement.

For those who want to check out templates using Smaregi and Notion, please visit the following site.

List of Flowbot Templates Using Smaregi

List of Flowbot Templates Using Notion

Summary

By integrating Smaregi and Notion, you can gain many benefits such as improved operational efficiency, real-time information sharing, and ease of data analysis.
Transaction data generated in Smaregi can be automatically reflected in Notion, reducing the hassle and errors of manual input, and allowing you to instantly check the latest information. Additionally, centralized data management enables you to quickly grasp sales and inventory trends, which can be utilized for strategic decision-making.
Let's make use of this integration to aim for more efficient operations.

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