How to integrate WooCommerce with Microsoft Excel to automatically add orders to Microsoft Excel when an order is placed in WooCommerce

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!

By automatically adding WooCommerce order information to Microsoft Excel, you may be able to improve your business processes.
Eliminating manual data entry can lead to reduced working hours and prevention of registration errors.
By implementing this automation, the necessary data will be accurately reflected, making management easier.
This article introduces the method of implementing automation and the benefits of app integration.

Benefits of Integrating WooCommerce with Microsoft Excel

Benefit 1: Reduce Human Errors and Increase Data Accuracy

By integrating WooCommerce with Microsoft Excel, manual input becomes unnecessary, and data accuracy will improve.
For example, when a new order occurs in WooCommerce, it is automatically reflected in Microsoft Excel.
This reduces data duplication and transcription errors that are common with manual work.
<span class="mark-yellow">Manual work increases the risk of human error, but automation can minimize this risk and ensure accurate data registration.</span>
This automation is particularly effective as the number of errors tends to increase with the number of orders.
Additionally, when performing data analysis tasks, it is recommended to use automation to obtain accurate data.

Benefit 2: Reduce Working Hours

Reducing working hours is one of the expected benefits of utilizing automation.
By integrating WooCommerce with Microsoft Excel, <span class="mark-yellow">order data is automatically registered, reducing the time previously spent on manual work.</span>
This alleviates the burden on the person in charge, allowing them to manage products and conduct analyses during the freed-up time, creating an environment where they can focus on other tasks.
As a result, an improvement in the overall work efficiency of the team can be expected.

How to Create a Workflow for Integrating WooCommerce with Microsoft Excel

This time, we will introduce the method of setting up the following template: "Add to Microsoft Excel when an order occurs in WooCommerce."
Using this template is convenient as it eliminates the need to set up automation from scratch.

You can set it up in the following 4 steps.

Register WooCommerce and Microsoft Excel as My Apps
Open the template
Set triggers and actions
Verify the automation of WooCommerce and Microsoft Excel

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

[About Yoom]

Step 1: Register WooCommerce and Microsoft Excel as My Apps

Please register WooCommerce and Microsoft Excel as My Apps to connect them to Yoom.
By registering as My Apps first, automation settings become easier.

Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for WooCommerce using "Search by App Name" or find it from the app list.

Next, register Microsoft Excel as My App.
Please note that Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

The following screen will be displayed, so please log in to Microsoft Excel.

Once both My App registrations are complete, WooCommerce and Microsoft Excel will be displayed.

Step 2: Open the Template

To set up automation, please click "Try it" on the banner below.

Let's check the screen display below and click "OK".

When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
To configure WooCommerce, click "When an order is created".

Step 3: Set Triggers and Actions

The following screen will be displayed, so please check the settings.

"Title" → Can be changed as needed
"Account information to integrate with WooCommerce" → Check for discrepancies in the account
"Trigger Action" → When an order is created

When the following screen is displayed, set the "TOP page URL".
Once set, click "Test" → "Test Successful" → "Save".

Next, to configure Microsoft Excel, click "Add Record".
The following screen will be displayed, so please check the settings.

"Title" → Can be changed as needed
"Account information to integrate with Microsoft Excel" → Check for discrepancies in the account
"Execute Action" → Add Record

Move to the Microsoft Excel screen and set the item names for the order information.
It was set as follows.

Return to the Yoom screen and set up "Database Integration".

When the following screen is displayed, set the "Values of the records to be added".
Use the WooCommerce output for the settings.
Click the arrow in the red frame to select the WooCommerce output.
Set other items in the same way.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Verify the Automation of WooCommerce and Microsoft Excel

Finally, click "Turn ON Trigger" to complete the automation setup.
Let's check if the flowbot starts correctly.
‍

Flowbot template used this time
Add to Microsoft Excel when an order occurs in WooCommerce

Other Examples of Automation Using WooCommerce and Microsoft Excel

1. This flow automatically adds product information to WooCommerce when it is registered in kintone.
‍This can save the effort of registering product data one by one and may lead to reduced working time.
Since manual registration is eliminated, the risk of incorrect or duplicate registrations can be reduced.

2. This is a flow to automatically add orders to Notion when an order occurs in WooCommerce.
You can add order data to Notion, which will likely reduce manual work.
It's very convenient as you can grasp order data just by checking Notion.

3. This is a flow to create an invoice from a Microsoft Excel template and automatically send it via Outlook.
Based on the form responses, you can create an invoice, eliminating the need to manually obtain and create invoice information.
You will be able to create invoices based on accurate data, reducing the chance of errors.
Automating the entire process may also lead to time savings.

Summary

By integrating WooCommerce with Microsoft Excel, you can manage order data accurately and simply.
This eliminates the need for manual data entry, helping to prevent input errors and improve work efficiency.
This automation is particularly effective when handling large volumes of order data.
Please refer to this article to improve your business operations.

For automation, the no-code tool Yoom is convenient.
No special skills are required, and the intuitive operation is one of Yoom's attractions.
If you're interested, please register for free from here.