How to Register Order Information from Squarespace to Microsoft Excel

Don't you think it would be convenient if you could automatically transfer customer information when managing it in both Squarespace and Microsoft Excel?
The integration between Squarespace and Microsoft Excel solves this problem.
This time, we will introduce how to automatically transfer customer information from Squarespace to Microsoft Excel.
This integration, which prevents manual errors and allows you to always utilize the latest data, will be an important tool to support 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 customer information in Microsoft Excel, 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 customer 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 an element that supports quick business decision-making.

How to Create a Flow for Integrating Squarespace and Microsoft Excel

So far, we have introduced the benefits of integrating Squarespace and Microsoft Excel.
Let's quickly use Yoom to integrate the apps we will use this time!
Once the My App registration is complete, we will create a flowbot to "Register customer 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 setup smoother.
First, let's integrate the Squarespace and Yoom you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for Squarespace.
Set the displayed items.

Next, integrate Microsoft Excel.
When the sign-in screen appears, enter your email address and password.
*Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and there is a possibility of authentication failure if you are not subscribed to the general business plan.

Once logged in, the integration of Squarespace and Microsoft Excel with My App is complete.

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, we will proceed with the following 2 steps.
Let's set it up together!

Things to Prepare

A Microsoft Excel sheet where you can enter Squarespace order information.
We have set the headers as follows.
(The headers are based on 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".
The title can be changed to whatever you like.
After confirming that the account information to be linked is correct, proceed to the next step.
Keep the trigger action as is and proceed to the next step.

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

Test it, and if the Squarespace information is reflected in the output, save it.
Next, click "Add Record".
Check the account information to be linked here as well.
Keep the action as 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.
Set it from the output as follows.

Set the remaining items as well.

Scroll and set everything else.
It is easier to see if the address is separated.

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 setup 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 tedious, 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 to add information to Google Sheets when order information is created or updated in Squarespace. Once set up, 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 order information in Microsoft Excel when order information is created in Squarespace".
By integrating Squarespace with Microsoft Excel, you can expect improved efficiency and accuracy in your operations.
It helps prevent manual errors and allows you to utilize the most up-to-date information, contributing to quick 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