When a row is added in Google Sheets, register the customer information in Square.

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■Overview

This is a flow to register customer information in Square when a row is added in Google Sheets.

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■Recommended for

1. Those who manage customer information with Google Sheets

・Those who want to automatically reflect customer information entered in Google Sheets to Square

・Those who want to avoid duplicate entry of customer information and improve work efficiency

・Those who want to keep customer information in Google Sheets and Square synchronized and always up-to-date

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2. Store operators using Square

・Those who want to utilize customer information managed in Google Sheets in Square's customer ledger

・Those who want to efficiently register a large amount of customer information in Square for new customer acquisition campaigns, etc.

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

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3. Marketing personnel

・Those who want to aggregate customer information into Square for analysis and customer segmentation, regardless of online or offline

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■Benefits of using this template

Google Sheets is convenient for managing customer information, but manually transferring that information to other systems is time-consuming and labor-intensive, and prone to human error. Manual management is inefficient when customer information is frequently added or updated, or when you want to share information across multiple systems.

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

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■Notes‍

・Please link both Google Sheets and Square with Yoom.

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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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Templates using

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Square

Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.

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