How to Register Customer Information in Microsoft Excel When Order Information is Created in Squarespace

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

If you manage order information in both Squarespace and Microsoft Excel, wouldn't it be convenient to automatically transfer it? This is where the integration between Squarespace and Microsoft Excel comes in to solve such issues. In this article, we will introduce how to automatically transfer order information from Squarespace to Microsoft Excel. This integration, which prevents manual errors and allows you to always utilize the latest data, will become an essential tool supporting quick business decision-making.

We explain the setup method with images, so please read to the end.

Benefits of Integrating Squarespace and Microsoft Excel

Benefit 1: Reduction of Manual Input Errors

When manually entering order information into Microsoft Excel, the likelihood of input errors increases. However, by automating the process, you can accurately reflect Squarespace order information in Microsoft Excel, thereby improving data accuracy. This allows subsequent tasks such as invoice issuance and shipping procedures to proceed smoothly, reducing the time and cost associated with correction work. As a result, reliable data management is achieved, and overall business efficiency is improved.

Benefit 2: Timely Utilization of Data

By automatically reflecting order information in Microsoft Excel, you can make decisions using the latest data at all times. For example, you can quickly take measures based on the latest information, such as marketing strategies. This makes it easier to flexibly respond to changing market conditions and customer needs, potentially preventing opportunity losses. Additionally, having access to the latest data at all times can be a factor supporting quick business decision-making.

How to Create a Squarespace and Microsoft Excel Integration Flow

So far, we have introduced the benefits of integrating Squarespace and Microsoft Excel. Let's quickly proceed to integrate the apps we will use this time with Yoom! Once the registration of My Apps is complete, we will create a flow bot to "Register order information in Microsoft Excel when order information is created in Squarespace."

[What is Yoom]

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate Squarespace and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for Squarespace.
Configure the displayed items.

Next, integrate Microsoft Excel.
When the sign-in screen appears, enter your email address and password.
Note: Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Once login is complete and Squarespace and Microsoft Excel are integrated into My App, you are done.

Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click "Try this template".
If you are using Yoom, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left to see the template you just copied.
Click the ellipsis (...) on the right and select Edit.

This time, there are two steps below.
Let's set it up together!

Things to Prepare

A Microsoft Excel sheet where you can enter Squarespace order information.
The headers have been set as follows.
(The headers refer to the output that can be obtained in the subsequent flow setting screen.)

Now, let's set up the app trigger.
Select "When order information is created/updated".
You can change the title to whatever you like.
After confirming that the account information to be integrated is correct, proceed to the next step.
Keep the trigger action as it is and proceed to the next step.

Trigger activation interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
※ The selection of activation intervals varies depending on the plan.

Test it, and if the information from Squarespace is reflected in the output, save it.
Next, click "Add a record".
Here too, confirm the account information to be integrated.
Keep the action as it is and proceed with the database integration.

Scroll and proceed with the remaining settings.
Make sure the table range is in a position where all information can be written.

Proceed to the next step and select the values for the records to be added.
Let's set it from the output as follows.

Set the remaining items as well.

Scroll and set everything else.
It's easier to read if you separate the street address.

Test this as well, and if successful, save it.
Finally, turn on the app trigger.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed with the settings easily.

Here is the flowbot used this time ↓

Other Automation Examples Using Squarespace and Microsoft Excel

1.Notify Slack When Order Information is Created in Squarespace flow.
You can select the information you want to notify and automatically send it to Slack.
Manually notifying every time order information is created can be cumbersome, right?
However, by automating like this, you can prevent not only the personalization of tasks but also the oversight of information.

2.This is a flow where order information created or updated in Squarespace is added to Google Sheets.
Once set up, the information can be automatically transferred to Google Sheets.
This also makes data analysis easier.

3.This is a flow to add orders from BASE to Microsoft Excel.
This is recommended for those who manage order information on BASE.
Reduce manual transcription work and streamline your operations.

Summary

This time, we introduced the flowbot "Register customer information in Microsoft Excel when order information is created in Squarespace".
By integrating Squarespace and Microsoft Excel, you can expect improved efficiency and data accuracy in your operations.
It helps prevent manual errors and allows you to utilize the most up-to-date information, contributing to swift business decision-making.
Especially by using Yoom, you can easily achieve such integration without any coding.

If you're interested, you can register for Yoom for free from here. →Get Started