Squarespaceとkintoneの連携イメージ
How to Integrate Applications

2024/10/11

How to integrate Squarespace with kintone to register order information in kintone when it is created in Squarespace

n.fukuoka

Squarespace is a tool that supports the construction and operation of e-commerce sites tailored to your business, with rich design and customization features.
However, managing order information from Squarespace in kintone requires manual integration work, which carries the risk of human error during the process.
This article clearly introduces the benefits of integrating Squarespace with kintone and how to set up automation.

Recommended for those who:

The content introduced this time is recommended for the following people!

・Those who are utilizing both Squarespace and kintone
・Those who are manually reflecting Squarespace order data in kintone but want to save effort and make the work easier
・Those interested in improving work efficiency by integrating Squarespace and kintone

What issues can be solved by integrating Squarespace and kintone?

Solution 1: Reduction of human errors

By automatically registering order information from Squarespace into kintone, the amount of manual data entry is reduced, significantly lowering the risk of human errors associated with it.
This automation prevents input mistakes and order record errors, allowing you to manage accurate information at all times.
By preventing input errors and duplicate data that often occur during manual transcription, you can build a highly reliable database.

Solution 2: Quick data sharing

When an order is placed on Squarespace, the order information is quickly registered in kintone, creating an environment where all stakeholders can quickly access the latest information.
For example, the inventory management team can promptly check new order information, enabling smooth responses to secure stock and prevent shortages.
By sharing information quickly in this way, the overall process is expedited, reducing delays in the workflow.
Furthermore, each department can quickly refer to common information.

Solution 3: Accurate management of employee information

By automatically registering order information from Squarespace into kintone, order data and customer data are centrally managed.
This allows you to easily grasp each customer's information and purchase history, making management smoother.
For example, customer support representatives can quickly access detailed customer information during inquiries, improving the quality and speed of responses.
Additionally, you can provide special proposals and personalized services based on customers' past purchase histories.

[About Yoom]

How to create a flow for integrating Squarespace and kintone

This time, we will introduce the setting method for the following template: "Register purchaser information in kintone when order information is created in Squarespace."
Using this template saves you the trouble of setting it up from scratch, making it very convenient.

With just 5 steps, it's easy to set up.

1. Register Squarespace and kintone as My Apps

2. Select a template and prepare a storage location

2. Set a trigger to activate when order information is created or updated in Squarespace

3. Set an action to add a record in kintone

5. Test and verify

Step 1: Integrate Squarespace and kintone with My Apps

If you are using it for the first time, please check Getting Started with Yoom.

1. Log in to your Yoom account.

If you do not have an account, please create one on the Yoom account creation page first.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register Squarespace and kintone respectively.
Once registration in My Apps is complete, the Squarespace and kintone icons will be displayed in My Apps. Please confirm.

For more information on registering Squarespace and kintone as My Apps, please refer to the links below.

How to Register Squarespace as My App
How to Register kintone as My App

If you have any other questions about Yoom, please check the Yoom Help Center.

Step 2: Select a Template and Prepare a Storage Location

Let's set up the automation.
1. Click "Try it" from the link below.

2. If the following display appears, the template copy is successful.

Step 3: Set up a trigger to activate when employee information is updated

1. Set up by clicking in order.
First, click on "When order information is created/updated" at the top.

2. You can set the title freely.
Enter the account information to link with Squarespace.
Select "When order information is created/updated" for the trigger action.
Once the input is complete, click "Next".

__wf_reserved_inherit

3. Set the trigger activation interval.
You can choose an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, click Test.
If there are no errors, save it.

※ Please note that the shortest activation interval varies depending on the plan.

Step 4: Set up an action to add a record in kintone

1. Click the icon for "Update Record".

2. Enter the account information to link with kintone.
Select "Add Record" for the execution action.

3. Enter the app ID.
Once the input is complete, click "Next".

4. Set the values for the record to be added.

5. This completes the flow of [Registering order information in kintone when order information is created in Squarespace].

Step 5: Test and Verify

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Specific Use Cases for This Flow

Here are some use cases where the template introduced this time can be utilized.

1. Automatic Registration of New Employees

When information about a newly hired employee is registered in Squarespace, it is automatically added to the employee management ledger in kintone.
This is useful for rapidly growing companies or industries with high employee turnover.
HR personnel can save time and ensure accuracy by avoiding double entry, and new employee information is quickly shared company-wide.

2. Centralized Management of Resignee Information

When resignee information is updated in Squarespace during the resignation process, the kintone ledger is also updated simultaneously, and resignee information is automatically deleted.
For example, in large companies where resignation procedures occur frequently, automation allows for quick adjustment of access rights.

3. Reflecting Employee Position Changes

When an employee is promoted or transferred, updating position information in Squarespace automatically reflects in the kintone ledger.
This feature is particularly useful for companies where position changes occur frequently.
This ensures that updates to organizational charts and responsibility assignments are made quickly, preventing confusion in workflow.

By leveraging Yoom's templates, complex operations are unnecessary, and setup can be completed easily.
Try this convenient flow from the link below.

Other Examples of Automation Using Squarespace

There are many other examples of automation using Squarespace on Yoom, so here are a few.

1. A flow that notifies Slack when order information is created on Squarespace.
By implementing this flow, you will automatically receive notifications on Slack when an order occurs on Squarespace.
This allows you to accurately track order status and respond promptly to inquiries and complaints.

2. This is a flow that adds order information to Google Sheets when order information is created or updated in Squarespace.
By using this flow, when an order is placed in Squarespace, the order information is automatically reflected in Google Sheets.
This eliminates the need for manual data entry and saves the effort of transcription.

3. This is a flow to add information to Microsoft Excel when order information is created in Squarespace.
By utilizing this flow, the information linkage between Squarespace and Microsoft Excel is automated, eliminating the need for manual transcription, improving business efficiency, and reducing the risk of human error.

Summary

By integrating Squarespace and kintone, order information created in Squarespace is automatically registered in kintone records, preventing errors and omissions from manual entry.
By utilizing Yoom, you can easily combine and integrate multiple apps without programming knowledge, making daily tasks smoother.
If you feel overwhelmed by too much manual work, why not try integrating Squarespace and kintone?

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
Squarespace
kintone
Integration
Automation
Related Apps
App integration
No items found.
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
Helpful Materials
I understand Yoom! 3-piece set of materials
Download materials
Understand in 3 minutes! Yoom service introduction materials
Download materials
Find out by Before After! Yoom Case Study Collection
Download materials
See a list of useful materials