Add to Microsoft Excel when an order is placed on BASE.

■Overview

This is a flow that adds orders from BASE to Microsoft Excel.

‍

■Recommended for‍

1. Those who use BASE for business

・Those who use it for operating an e-commerce site

・Those who register and manage customer and inventory information

‍

2. Those who use Microsoft Excel for business

・Those who manage data and use it for analysis

‍

■Benefits of using this template

BASE is a tool that can be used as a platform for selling your own products.
By managing order information in Microsoft Excel at the same time, you can smoothly conduct data analysis.
However, manually adding information to Microsoft Excel every time an order occurs in BASE may reduce information transparency.

This flow is suitable for those who want to keep shared information within the team accurate.
By using this flow, data is automatically added to Microsoft Excel triggered by an order occurrence in BASE.
This not only eliminates manual work but also prevents human error and maintains information transparency.
Additionally, since information can be shared without waiting for manual input, it leads to faster business progress.

‍

■Notes‍

・Please integrate both BASE and Microsoft Excel with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.