Regularly add a list of Shopify product information to Microsoft Excel
Launch this workflow to connect
Shopify &
Microsoft Excel
!
■Overview
Do you find it time-consuming to regularly export product information managed in Shopify and maintain it in Microsoft Excel or similar tools? Manually transferring data can lead to human errors such as missed updates and input mistakes. With this workflow, you can automatically retrieve Shopify product information on a schedule and add it to Microsoft Excel, making it easy to streamline these data management tasks.
■Recommended for
- eCommerce professionals who export Shopify product information for inventory management or analysis
- Those who connect Shopify with Microsoft Excel and manually update data
- Those looking to automate routine data management tasks for their eCommerce operations
■Benefits of using this template
- Shopify product information is automatically added to Microsoft Excel on schedule, reducing the time spent on manual exports.
- By eliminating manual data entry, this workflow helps prevent human errors such as input mistakes and missed updates, ensuring data accuracy.
■How the Flow Bot works
- First, connect Shopify and Microsoft Excel to Yoom.
- Next, configure the schedule feature as the trigger so the flow runs at your desired intervals.
- Then, configure Shopify's "Search products" action in an operation to retrieve a list of product information.
- Set up loop processing to perform actions for each product retrieved.
- Finally, configure Microsoft Excel's "Add a record" action within the loop to add each product's information row by row.
※"Trigger": An action that starts the flow. "Operation": An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- When adding records to Microsoft Excel, you can set not only dynamic values retrieved from Shopify, such as product names and prices, but also fixed values, such as the export date, in specific columns.
■Notes
- Connect both Shopify and Microsoft Excel to Yoom.
- Shopify is available only on the Team and Success plans. Please note that operations and data connections configured for your Flow Bot will result in errors on the Free and Mini plans.
- Actions between "Repeat the same process" operations are available only on the Team and Success plans. Please note that operations and data connections configured for your Flow Bot will result in errors on the Free and Mini plans.
- Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.
- Microsoft365 (formerly Office365) offers plans for home use and businesses (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that work with Microsoft Excel databases, see "[Excel] Configuring operations for working with databases".
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About the apps you use
Shopify
It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.
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Microsoft Excel
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