How to Integrate Applications

2024/10/30

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

m.wadazumi

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 work time and prevention of registration errors.
With 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 Improve 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 often occur with manual work.
<span class="mark-yellow">Manual work increases the risk of human error, but automation minimizes this risk, allowing for accurate data registration.</span>
Especially as the number of orders increases, so do errors, making this automation effective.
Additionally, when performing data analysis tasks, accurate data can be obtained, making this automation highly recommended.

Benefit 2: Reduce Work Time

Reducing work time 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 reduces the burden on the person in charge, allowing them to manage products and analyze data in the freed-up time, creating an environment where they can focus on other tasks.
As a result, the overall work efficiency of the team is expected to improve.

How to Create a Workflow for Integrating WooCommerce with Microsoft Excel

This time, we will introduce the setting method for the following template: "Add to Microsoft Excel when an order occurs in WooCommerce."
By using this template, there is no need to set up automation from scratch, making it convenient.

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

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

[What is 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.
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.

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.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automation
WooCommerce
Microsoft Excel
Automatic
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