Add new CO-NECT orders to Microsoft Excel
Add new CO-NECT orders to Microsoft Excel
Launch this workflow to connect
CO-NECT &
Microsoft Excel
!
■Overview
Do you manually transfer order information received through CO-NECT, a B2B ordering platform, to Microsoft Excel? This task is not only time-consuming but can also lead to human errors such as data entry mistakes. By using this workflow, you can automate the integration between CO-NECT and Microsoft Excel and have order information reflected in Microsoft Excel immediately, reducing the time and errors associated with manual work and streamlining order management.
■Who is this template for?
- Anyone who manually transfers order information received through CO-NECT to Microsoft Excel
- Anyone who wants to eliminate manual data entry errors and omissions for more accurate information management
- Anyone who wants to automate order management and focus on more important core tasks
■Benefits of this template
- Every time a new order is received through CO-NECT, a record is automatically added to Microsoft Excel, reducing the time spent manually transferring data.
- Data is transferred without manual intervention, helping prevent human errors such as data entry mistakes and missed transfers.
■Workflow steps
- First, connect CO-NECT and Microsoft Excel with Yoom.
- Next, select CO-NECT as the trigger and set the action to “When an order is received.”
- Finally, select Microsoft Excel as the operation, set the action to “Add a record,” and reflect the order information retrieved from CO-NECT.
※“Trigger”: An action that starts a workflow. “Operation”: An action that processes data within a workflow after the trigger starts.
■Customization options
■Customization options
- When adding records to Microsoft Excel, you can freely choose which information to add to each column. For example, values retrieved from CO-NECT, such as the orderer's name, product name, amount, and quantity, can be inserted as variables into the corresponding Microsoft Excel columns.
■Notes
- Connect both CO-NECT and Microsoft Excel with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- CO-NECT is available on the Mini plan and above. On the Free and Personal plans, the configured workflow operations and data connections will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. For details, see the pricing plans page.
- For details on configuring operations that work with Microsoft Excel databases, see “[Excel] Configuring operations for working with databases.”
- Microsoft365 (formerly Office365) offers plans for home users and plans for general business use (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
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About the apps you use
CO-NECT
Yoom connects with CO-NECT to help you automate tasks triggered by new orders. For instance, when a new order comes in through CO-NECT, you can automatically add the details to a Google Spreadsheet and instantly notify your team on Slack. You can also add and update product information in CO-NECT right from Yoom, streamlining your entire product management workflow.
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No-Code API Actions
Executable API actions
Flowbot triggers
When an Order Is Placed
When a Product Is Created
When an Order with a Specific Status Is Placed
Flowbot operations
Retrieve Order Data
Retrieve Product Data
Register Product Data
Update Product Data
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
Flowbot triggers
When an Order Is PlacedWhen a Product Is CreatedWhen an Order with a Specific Status Is Placed
Flowbot operations
Retrieve Order DataRetrieve Product DataRegister Product DataUpdate Product Data
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet 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)More inspiration for you
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