WooCommerceとAirtableの連携イメージ
How to Integrate Applications

2024/10/25

How to integrate WooCommerce with Airtable to add orders to Airtable when they occur in WooCommerce

n.fukuoka

WooCommerce is a flexible and customizable tool that allows businesses of all sizes to run an online store efficiently.
However, if you are manually transferring WooCommerce order information to Airtable, the task may feel burdensome.
This article explains the benefits of integrating WooCommerce with Airtable and the specific steps for automation.

Benefits of Integrating WooCommerce with Airtable

Benefit 1: Prevention of Manual Errors

In an online shop, it is necessary to process many orders daily, and manually entering order data into Airtable can be very challenging. This increases the likelihood of errors.
Especially during periods when orders suddenly increase, such as new product launches, the workload increases, and the risk of incorrect entries rises.
To prevent such issues, automatically adding order data to Airtable can reduce input errors and improve the accuracy of data management.
By leveraging automation, inventory management and customer service can become smoother, reducing the risk of stockouts.
Furthermore, as data entry errors decrease, staff will have more time to focus on other important tasks, potentially increasing overall workplace productivity.

Benefit 2: Rapid Information Sharing

Quick information sharing is crucial for multiple teams to work together on tasks such as inventory management, shipping, and customer support.
For example, as orders increase, inventory fluctuations become more intense, and if each team cannot access the latest information, appropriate responses may be delayed.
By automatically reflecting WooCommerce order information in Airtable, all teams can quickly grasp the situation, helping them reassess task priorities and prepare accordingly.
Additionally, when inventory is low, quickly sharing that information can aid in preparing for the next shipment.
Reducing information delays helps avoid shipping errors and delivery delays, potentially increasing overall efficiency.

In this article, we will proceed with the integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create a WooCommerce and Airtable Integration Flow

This time, we will create a flow to [Add to Airtable when an order is placed in WooCommerce]. By using this flow, when an order is placed in WooCommerce, the order information can be automatically added to a record in Airtable, reducing the burden of manual work.

Easily set up in just 4 steps.

1. Register WooCommerce and Airtable in My Apps
2. Set up a trigger to activate when an order is created in WooCommerce
3. Set up to create a record in Airtable
4. Test and verify

Step 1: Connect WooCommerce and Airtable to My Apps

1. Log in to your Yoom account.

If you don't have an account, please create one first on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, please search and register WooCommerce and Airtable respectively.
Once registration in My Apps is complete, the icons for WooCommerce and Airtable will be displayed in My Apps. Please confirm.

For more details on connecting Airtable to My Apps, please refer to the following link:
How to register Airtable in My Apps

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" from the link below.

If the following message appears, the template copy was successful.

Step 2: Set up a trigger to activate when an order is created in WooCommerce

1. First, click on "When an order is created" at the top.

2. Set the title as you like.
Enter the account information to connect with WooCommerce.
Select "When an order is created" as the trigger.
Once you've finished entering, click "Next".

3. Set the TOP page URL.
After setting, perform a test and if there are no issues, click "Next".

4. Set up the API connection for the app trigger.
After setting, perform a test and if there are no issues, save it.

Step 3: Set up to create a record in Airtable

1. Return to the flow.
Next, click on the "Create Record" icon.

2. Enter the account information to connect with Airtable.
Select "Create Record" as the action to execute.
Once the setup is complete, click "Next".

3. Enter each item.
When you click on the input field, the obtained output will be displayed. Use it as needed.
After setting, perform a test and if there are no errors, save it.

4. With this, the flow of 【Add to Airtable when an order is placed in WooCommerce】 is complete.

Step 4: Test and Verify

Once the setup is complete, a screen like the following will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

By using Yoom's template, you can easily complete the setup without specialized knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using WooCommerce and Airtable

There are many other examples of automation using WooCommerce and Airtable on Yoom, so here are a few to introduce.

1. This is a flow where product information registered in Airtable is also added to WooCommerce.
In the flow introduced this time, orders placed in WooCommerce were added to Airtable, but this template adds product information registered in Airtable to WooCommerce.

2. This is a flow to add orders from WooCommerce to Google Sheets.
By using this template, WooCommerce order data will be automatically reflected in Google Sheets.
Furthermore, if you are sharing the contents of Google Sheets with related departments, data integration becomes smoother, making it easier to refer to the latest information.

3. This is a flow to add product information to WooCommerce when it is registered in kintone.
By using this template, product information registered in kintone will be automatically reflected in WooCommerce.
Even if there are many product registrations, automatic reflection in WooCommerce makes it easier to prevent errors such as double entry or missing information.

Summary

By integrating WooCommerce with Airtable, order information can now be automatically added to Airtable records whenever an order is placed in WooCommerce.
This not only facilitates data integration between tools but also helps prevent input errors and omissions, thereby improving work efficiency.
Automation with Yoom is easy to operate by simply following the steps, thanks to its intuitive interface.
Integrating the apps you regularly use can lead to more efficient operations.
Utilize Yoom's templates to streamline your daily tasks.

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
WooCommerce
Airtable
Automation
Integration
App integration
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