How to synchronize orders from WooCommerce to Rakuraku Sales by integrating WooCommerce with Rakuraku Sales

Step 1: Connect WooCommerce and Rakuraku Sales with My Apps

*If you have already completed the app connection, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the new connection list in My Apps, select WooCommerce and Rakuraku Sales respectively, and connect the apps.
　*For WooCommerce connection, you need to enter the account and access token as shown in the figure below. If you are unsure about Base64 encoding, please refer to this article.

　*For Rakuraku Sales connection, entering the account name and access token is mandatory. Please generate the token following the steps in the figure below. Additionally, if you are using SSL client authentication, you will also need the client certificate file and its password.

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Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Setting up a trigger that activates when an order is created in WooCommerce

1. Open the copied template.
　※ You can change the title to any desired one from the red frame in the image below.

2. Click on the Flowbot's "App Trigger: When an Order is Created".

3. Set up "Select Integration Account and Action".
　Change the title as needed and click "Next".

4. Set up the API connection for the app trigger.
　Enter the URL of the top page of the e-commerce site and click "Test".

5. If the test is successful, click "Next".

6. Perform a test order on the target site, then click "Test".

7. If the test is successful, click "Save".

Step 3: Setting up an action to register a record in Rakuraku Sales

1. Click on the Flowbot's "Integrate with App: Register Record".

2. Set up "Select Integration Account and Action".
　Change the title as needed and click "Next".

3. Set up the API connection. Select and enter each item.
　・"Header Item ID" in "Registration Data": Enter the item ID of the information to be synchronized.
　・"Value to Register" in "Registration Data": Select the item corresponding to the ID from the output of the order information obtained in Step 2.
　※ To increase the items to be synchronized, click "+ Add Registration Data" to set it. To delete the second and subsequent items, click the ✕ mark in the upper right corner of the frame.
　※ The image below is an example of input.

※ The image below is an example of output reference. When you click the input field, candidates will be displayed, so please select the target item.

4. Click "Test".

5. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Add to Rakuraku Sales when an order occurs in WooCommerce".

The Flowbot template used this time
Add to Rakuraku Sales when an order occurs in WooCommerce

Other Automation Examples Using WooCommerce

There are many other examples of automation using WooCommerce in Yoom, so here are a few introductions.

1. A flow to add data to Microsoft Excel when an order is placed in WooCommerce. By synchronizing order information with Microsoft Excel, you can aggregate and analyze data using functions, pivot tables, VBA, etc. It can be used for various tasks such as inventory management, customer management, and sales analysis.

2. This is a flow for adding data to kintone when an order occurs in WooCommerce. By synchronizing order information with kintone, you can streamline the process from order to shipment into a workflow. It will become easier for managers to track progress, as they can clearly see stages such as delivery address confirmation, inventory check, and invoice issuance.

3. This is a flow for adding data to Notion when an order is placed in WooCommerce. By syncing order information to Notion, multiple people can edit the data simultaneously. Based on the same data, various tasks such as checking product inventory and handling inquiries can be carried out smoothly in parallel.

Summary

By integrating WooCommerce with Rakuraku Sales, you can synchronize order information. Since data is automatically reflected immediately after an order is placed, there is no need for manual entry. With reduced human errors and faster information sharing, if data accuracy and response speed improve, customer satisfaction will increase, potentially leading to more repeat customers. By using Yoom, you can easily set up the integration without any coding. To streamline the operation of your e-commerce site, take this opportunity to try automating your business processes.