■Overview
This is a flow that adds payments made through Stripe to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed with Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those who use Microsoft Excel for business
・Those aiming to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Microsoft Excel, facilitating smooth information sharing and subsequent processes. It also helps prevent transcription errors in amounts and customer information.
■Notes
・Please integrate Yoom with both Stripe and Microsoft Excel.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
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