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Regularly add a list of Shopify product information to Microsoft Excel

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
  1. First, connect Shopify and Microsoft Excel to Yoom.
  2. Next, configure the schedule feature as the trigger so the flow runs at your desired intervals.
  3. Then, configure Shopify's "Search products" action in an operation to retrieve a list of product information.
  4. Set up loop processing to perform actions for each product retrieved.
  5. 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
  • 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
Shopify
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Shopify

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Microsoft Excel
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Microsoft Excel

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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.
see details
Templates

This is a flow to add a purchaser to HubSpot contacts when an order is placed on Shopify. It allows you to automatically add contacts to HubSpot, improving operational efficiency. It eliminates the need for manual entry, reducing human errors such as input mistakes.

Detect new Shopify orders, automatically add the details to Google Sheets, and notify your team in Slack. Reduce manual entry time, prevent input errors, and keep your team aligned on new orders.

This is a flow to add orders to Notion when an order is placed on Shopify. When an order is placed on Shopify, the order data can be automatically added to Notion, preventing errors or omissions due to manual entry, thus making management tasks easier.
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
Templates

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When an Order Is Created
    When Order Information Is Updated (Webhook)
    When an Order Is Shipped (Webhook)
    When an Order Is Paid (Webhook)
    When an Order Is Deleted (Webhook)
    When Product Information Is Created (Webhook)
    When Product Information Is Updated (Webhook)
    When Product Information Is Deleted (Webhook)
    When Order Information Is Created (Webhook)
    When Customer Information Is Created (Webhook)
    When Customer Information Is Updated (Webhook)
    When Inventory Item Information Is Created (Webhook)
    When Inventory Item Information Is Updated (Webhook)
    When Inventory Level Is Updated (Webhook)
    When Product Information Is Created/Updated (Webhook)
Flowbot operations
    Search Products
    Get Inventory Quantity
    Get Inventory Locations
    Update Inventory Quantity
    Add Product
    Search Orders
    Get Order Details
    Get Product Variant Details
    Get Customer
    Create Customer
    Update Customer
    Delete Customer
    Create Custom Collection
    Create / Update Metafield Value
    Update Product Information
    Update Order Information
    Search Customers
    Create Order
    Download Product Image
    Get Product Details
    Get Order List (by Period)
    Add Product Variant
    Get Fulfillment Orders
    Create Fulfillment
    Update Fulfillment
    Create Order (Specify Line Items as List)
    Update Product Tags
    Get Customer Metafields
    Create Fulfillment (Line Item)
    Create Blog Article
    Update Blog Article
    Get Articles for a Blog
    Search Articles
    Get Blogs
    Search Draft Orders
    Get Draft Order
    Split Fulfillment Order
    Get Fulfillment Orders
    Update Inventory Quantity (Overwrite)
    Update Product Metafield Value
    Create Product Metafield Definition
    Delete Product Metafield Definition
    Search Products (Specify SKU)
    Get Worksheet Information
    Get a Specific Cell Value
    Get Range by Column
    Get Range by Row
    Add Worksheet
    Rename Sheet
    Get Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a Specified Range in Ascending or Descending Order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List Sites
    List Drives in Site
    Get Worksheet Information (SharePoint)
    Get the Value of a Specific Cell (SharePoint)
    Get Range by Column (SharePoint)
    Get Range by Row (SharePoint)
    Add Worksheet (SharePoint)
    Rename Worksheet (SharePoint)
    Get Table List (SharePoint)
    Add Table (SharePoint)
    Set Formula in Cell (SharePoint)
    Set Value in Cell (SharePoint)
    Delete Sheet (SharePoint)
    Sort a Specified Range in Ascending or Descending Order (SharePoint)
    Unprotect Worksheet (SharePoint)
    Create Excel Session (SharePoint)
    Get Item ID (SharePoint)
Flowbot triggers
    When an Order Is Created
    When Order Information Is Updated (Webhook)
    When an Order Is Shipped (Webhook)
    When an Order Is Paid (Webhook)
    When an Order Is Deleted (Webhook)
    When Product Information Is Created (Webhook)
    When Product Information Is Updated (Webhook)
    When Product Information Is Deleted (Webhook)
    When Order Information Is Created (Webhook)
    When Customer Information Is Created (Webhook)
    When Customer Information Is Updated (Webhook)
    When Inventory Item Information Is Created (Webhook)
    When Inventory Item Information Is Updated (Webhook)
    When Inventory Level Is Updated (Webhook)
    When Product Information Is Created/Updated (Webhook)
Flowbot operations
    Search Products
    Get Inventory Quantity
    Get Inventory Locations
    Update Inventory Quantity
    Add Product
    Search Orders
    Get Order Details
    Get Product Variant Details
    Get Customer
    Create Customer
    Update Customer
    Delete Customer
    Create Custom Collection
    Create / Update Metafield Value
    Update Product Information
    Update Order Information
    Search Customers
    Create Order
    Download Product Image
    Get Product Details
    Get Order List (by Period)
    Add Product Variant
    Get Fulfillment Orders
    Create Fulfillment
    Update Fulfillment
    Create Order (Specify Line Items as List)
    Update Product Tags
    Get Customer Metafields
    Create Fulfillment (Line Item)
    Create Blog Article
    Update Blog Article
    Get Articles for a Blog
    Search Articles
    Get Blogs
    Search Draft Orders
    Get Draft Order
    Split Fulfillment Order
    Get Fulfillment Orders
    Update Inventory Quantity (Overwrite)
    Update Product Metafield Value
    Create Product Metafield Definition
    Delete Product Metafield Definition
    Search Products (Specify SKU)
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get a Specific Cell Value
    Get Range by Column
    Get Range by Row
    Add Worksheet
    Rename Sheet
    Get Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a Specified Range in Ascending or Descending Order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List Sites
    List Drives in Site
    Get Worksheet Information (SharePoint)
    Get the Value of a Specific Cell (SharePoint)
    Get Range by Column (SharePoint)
    Get Range by Row (SharePoint)
    Add Worksheet (SharePoint)
    Rename Worksheet (SharePoint)
    Get Table List (SharePoint)
    Add Table (SharePoint)
    Set Formula in Cell (SharePoint)
    Set Value in Cell (SharePoint)
    Delete Sheet (SharePoint)
    Sort a Specified Range in Ascending or Descending Order (SharePoint)
    Unprotect Worksheet (SharePoint)
    Create Excel Session (SharePoint)
    Get Item ID (SharePoint)