How to integrate Sansan with OneDrive to upload business card images to OneDrive when they are registered in Sansan

By integrating the business card management tool Sansan with the cloud storage OneDrive, you can efficiently utilize business card information in the business field.
Automatically saving business card data scanned and registered with Sansan to OneDrive makes it easier to share information across the team, improves searchability, and automates business processes. Additionally, implementing this system can accelerate sales activities, streamline data management, and enable smarter operations.
This article provides a detailed explanation of the specific benefits and integration methods of connecting Sansan and OneDrive.
It is a must-read for companies that prioritize centralized information management and enhanced security.

Recommended for

・People who frequently engage in sales or client interactions
・People who need to share information with multiple people
・People who do not want to spend time managing business cards

Benefits and Examples of Integrating Sansan and OneDrive

Benefit 1: Enables Centralized Information Management

By integrating Sansan and OneDrive, you can centrally manage business card information.
For example, when a sales representative registers a new client's business card in Sansan, it is automatically saved in a dedicated OneDrive folder. By setting classification rules in advance, this folder can be organized by "client," "registration date," or "representative," maintaining an orderly state.
Furthermore, since it can be easily shared with other departments through OneDrive, the range of information usage expands, enabling consistent data utilization across the entire project.

Benefit 2: Smooth Information Sharing Within the Team

Integrating Sansan and OneDrive facilitates smooth information sharing within the team.
For instance, when a sales team involved in a large project prepares client information before a meeting, they can avoid the hassle of sending files individually. By simply checking the shared folder on OneDrive, everyone can refer to the same information simultaneously. This can shorten meeting preparation time and improve the overall work speed of the team. Additionally, since the shared folder is updated in a timely manner, it can prevent the omission of new business card information.

Benefit 3: Improved Searchability

By integrating Sansan and OneDrive, you can quickly search Sansan's information on OneDrive.
For example, searching for "Mr. Yamada from XYZ Corporation" instantly displays related business card images without having to navigate through folder hierarchies. Even if you only remember part of the client's company name or job title, you can reach the relevant file through keyword search, reducing time and effort when you want to utilize past business card information. This is particularly useful in large-scale projects dealing with a large number of business cards, as it allows you to quickly obtain the necessary information, benefiting your work.

[About Yoom]

How to Create a Sansan and OneDrive Integration Flow

Now, let's create a flow together using a template where "when a business card image is registered in Sansan, it is uploaded to OneDrive"!

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

Now, let's get started together!

Step 1: Integrate Sansan and OneDrive with My Apps

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

(2) From the new connection list in My Apps, click on Sansan.
(3) On the "New Sansan Registration" screen, check the red frame and enter the account name and access token.
Once the input is complete, click "Add".
* Sansan is an app available only with the Team Plan and Success Plan.
Please note that for Free Plan and Mini Plan, operations and data connections set with Flowbot will result in an error.
* Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.

(4) Next, integrate OneDrive. Similarly, click on OneDrive from the new connection list in Yoom.
* Microsoft365 (formerly Office365) has a Home Plan and a Business Plan (Microsoft365 Business), and if you are not subscribed to the Business Plan, authentication may fail.
(5) A sign-in screen will appear.
After entering your account, click "Next" to log in.

Once the integration is complete, Sansan and OneDrive 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 When Sansan Business Card Information is Registered

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

Click on "When business card information is registered" in the app trigger.

(2) From the "Select Linked Account and Action" screen in Sansan, check if there are any errors in the account information linked with Sansan, keep the trigger action as "When business card information is registered," and click "Next."

(3) From the "API Connection Settings for App Trigger" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Once selected, click "Test" at the bottom, and if no errors occur, click "Save."

Step 3: Retrieve Business Card Images by Linking with Sansan

(1) Next, retrieve business card images by linking with Sansan.
Click "Retrieve Business Card Image."

(2) From the "Select Linked Account and Action" screen, check if there are any errors in the account information linked with Sansan, keep the action as "Retrieve Business Card Image," and click "Next."

(3) From the "API Connection Settings" screen, select the business card ID from the output.

Scroll down and select the front or back of the business card image from the dropdown menu.
Once the selection is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 4: Upload Files by Linking with OneDrive

(1) Next, upload files by linking with OneDrive.
Click "Upload File."

(2) From the "Select Linked Account and Action" screen in OneDrive, check if there are any errors in the account information linked with OneDrive, keep the action as "Upload File," and click "Next."

(3) From the "API Connection Settings" screen, directly input or select from the options for Drive ID, destination folder name, destination folder item ID, and file name.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn Trigger ON."

This completes the flow bot "Upload to OneDrive when a business card image is registered in Sansan."

Other Automation Examples Using Sansan and OneDrive

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

1. Create a folder in OneDrive for each client when a client is registered in Sansan

When business card information is registered in Sansan, a folder is automatically created in OneDrive, eliminating the need to manually create folders. By using this flow, you can reduce the effort required for file management, which will be beneficial to many people.

2. Register information entered in Google Forms into Sansan

Even if there is a large amount of business card data, data registration into Sansan can be done smoothly, which is expected to reduce manual input and alleviate the burden of administrative tasks. This flow is recommended for those who want to centrally manage customer data.

3. Send an email via Gmail when business card information is registered in Sansan

This is a flow where a notification is sent via Gmail when new business card information is registered in Sansan. By utilizing this automation, it is expected to eliminate any gaps or omissions in information management. It is recommended for sales representatives and managers who frequently interact with clients.

Additionally, if you would like to check templates using Sansan and OneDrive, please visit the following site.

List of Flowbot templates using Sansan

List of Flowbot templates using OneDrive

Summary

The integration of Sansan and OneDrive seems to enhance the efficiency of business card management and information sharing within teams.
This integration offers numerous benefits, such as centralized management of business card data, improved searchability, automation of business processes, and enhanced security. It is an ideal solution, especially for sales teams looking to speed up information sharing and reduce workload, or for companies prioritizing the secure management of business card information.
Why not evolve your daily operations to the next stage by utilizing Sansan and OneDrive?