Register business card information registered in Sansan into Microsoft Excel.

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  3. Register business card information registered in Sansan into Microsoft Excel.
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■Overview

This is a flow that stores new business card information registered in Sansan into a Microsoft Excel database.

By linking Sansan with Microsoft Excel, new business card information is automatically added to Microsoft Excel, eliminating the need for manual input and preventing any omissions or errors in information management.

‍

■Notes

・Please link both Sansan and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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About the Apps You Use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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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.
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About the apps you use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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