How to integrate WooCommerce with Microsoft Excel to automatically add orders to Microsoft Excel when they occur in WooCommerce

You can set it up in the following 4 steps.

1. Register WooCommerce and Microsoft Excel as My Apps
2. Open the template
3. Set triggers and actions
4. Verify the automation of WooCommerce and Microsoft Excel

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Step 1: Register WooCommerce and Microsoft Excel as My Apps

Please register WooCommerce and Microsoft Excel as My Apps to connect them to Yoom.
Registering as My Apps first makes automation settings easier.

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

Next, register Microsoft Excel as My App.
Note: Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail, so please be careful.

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, click "Try it" on the banner below.

Let's check the following screen display 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 following page.
To set up 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 if necessary
• "Account information to integrate with WooCommerce" → Check for any 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 set up Microsoft Excel, click "Add Record".
The following screen will be displayed, so please check the settings.

• "Title" → Can be changed if necessary
• "Account information to integrate with Microsoft Excel" → Check for any 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 WooCommerce output for the settings.
Click the arrow in the red frame to select WooCommerce output.
Set other items similarly.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Verify Automation between WooCommerce and Microsoft Excel

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flowbot is operating correctly.
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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, potentially reducing work 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 is placed 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 for creating an invoice from a Microsoft Excel template and automatically sending it via Outlook.
By using the form responses, you can create an invoice without manually obtaining and creating the invoice information.
You will be able to create invoices based on accurate data, which will eliminate errors.
Automating this series of processes 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 its intuitive operation is one of Yoom's attractions.
If you're interested, please try registering for free here.