When a row is added in Google Sheets, register the member information in Smaregi.

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■Overview

This flow registers member information in Smaregi when a row is added to a Google Spreadsheet.

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■Recommended for

1. Those who manage customer information using Google Spreadsheets

・Those who want to eliminate the hassle of manually registering customer information entered in Google Spreadsheets into Smaregi

・Those who want to reduce input errors and manage customer information accurately

・Those who want to automatically synchronize customer information between Google Spreadsheets and Smaregi
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2. Store operators using Smaregi

・Those who want to utilize customer information managed in spreadsheets as member information in Smaregi

・Those who want to efficiently register a large amount of customer information in Smaregi during new customer acquisition campaigns

・Those who want to centrally manage customer information for marketing strategies and customer analysis

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■Benefits of using this template

Google Spreadsheets are convenient tools for managing customer information, but manually transferring that information to other apps can be labor-intensive and prone to errors.

By utilizing this flow, customer information entered in the spreadsheet is reflected in Smaregi in real-time, eliminating the need for manual data entry and significantly improving operational efficiency.

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■Notes‍

・Please integrate both Google Spreadsheets and Smaregi with Yoom.

・For the method of integrating Smaregi with My Apps, please refer to here.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Smaregi

Yoom allows you to utilize the Smaregi API without any coding. You can integrate Smaregi with other SaaS or notify daily closing information from Smaregi to Slack or Chatwork. Additionally, you can sync Smaregi information to Yoom's database for various purposes.

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