When an order is placed on Shopify, add a record to Microsoft Excel.

■Overview

This is a flow that adds a record to Microsoft Excel when an order is placed on Shopify.

‍

■Recommended for

1. Shopify Store Owners

・Those who want to manage and analyze Shopify order information in Excel

・Those who want to eliminate manual order information entry and improve operational efficiency

・Those who conduct sales analysis and customer management in Microsoft Excel and want to integrate Shopify order information

‍

2. E-commerce Site Managers

・Those who want to automatically import Shopify order information into Excel for custom analysis and report creation

・Those who want to incorporate Shopify order information into workflows built in Microsoft Excel for seamless business integration

・Those who want to automatically import Shopify order information even in Excel environments where integration with other systems is difficult

‍

■Benefits of Using This Template

・Centralizing product information in Shopify makes it easier to manage inventory and understand sales status.

・Automatically adding order information generated in Shopify to Excel reduces manual entry errors and time loss.

‍

■Notes

・Please integrate both Shopify and Microsoft Excel with Yoom.

・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the 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 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・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.