When a transaction is registered in Smaregi, add the information to Microsoft Excel.

■Overview

This is a flow where information is automatically stored in Microsoft Excel when a transaction is registered in Smaregi.

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■Recommended for

1. Those who need to frequently manage transaction information

• Managers or administrators of retail stores or restaurants
• Finance officers or accountants
• Business owners or franchise operators

2. Those who want to reduce manual data entry work and automate processes

• Owners of small and medium-sized businesses aiming for operational efficiency
• Business analysts who want to enhance the accuracy of data management and reporting
• Marketing personnel who regularly analyze transaction data

3. Those who use Smaregi and Microsoft Excel on a daily basis

• Store owners managing transactions using Smaregi
• Personnel using Microsoft Excel for data analysis and report creation

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■Benefits of using this template

・Microsoft Excel is a widely used spreadsheet software that allows for various data processing and analysis.

・By storing transaction information in Microsoft Excel, stakeholders can utilize Excel's features to organize, aggregate, and visualize data.

・It can be applied to various tasks such as transaction history management and report creation.

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■Notes

‍・Please integrate both Smaregi and Microsoft Excel with Yoom.

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