Integrate DEAR Inventory Supplier Details to MS Excel Using Pabbly Connect

Learn how to seamlessly integrate DEAR Inventory supplier details into MS Excel using Pabbly Connect with this detailed tutorial, including step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate DEAR Inventory supplier details into MS Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can either sign up for a free account or log in if you are an existing user. Once logged in, navigate to the dashboard to create a new workflow.

Click on the plus sign to create a new workflow and name it something descriptive, such as ‘Add DEAR Inventory Supplier Details to MS Excel’. This will help you identify the workflow later. After naming your workflow, click on the create button to proceed with the integration setup.

2. Setting Up Trigger with DEAR Inventory

The next step involves setting up the trigger application, which is DEAR Inventory in this case. In the trigger window of Pabbly Connect, select DEAR Inventory as the application and choose the trigger event as ‘Create or Update a Supplier’. This action will initiate the integration whenever a new supplier is added or updated.

• Select the application name as DEAR Inventory.
• Choose the trigger event: Create or Update a Supplier.
• Click on ‘Connect’ and add a new connection.

After setting the trigger, you will need to enter your DEAR Inventory account ID, application key, and domain. Follow the instructions provided in Pabbly Connect to fetch these details from your DEAR Inventory account. Once connected, save the settings and proceed to test the connection.

3. Creating a Supplier in DEAR Inventory

Now that the trigger is set up, you need to create a new supplier in DEAR Inventory to test if the connection works. Navigate to the purchase section of your DEAR Inventory account, and click on suppliers to add a new supplier. Fill in the necessary details such as the supplier name, currency, payment terms, and status.

• Name the supplier (e.g., ‘Dummy Supplier’).
• Set the currency to INR.
• Select payment terms (e.g., 30 days).

Once you save the supplier details, return to Pabbly Connect to check if the response has been captured. You should see the supplier details reflected in the response section, confirming that the trigger is functioning correctly.

4. Adding Supplier Details to MS Excel

With the supplier created in DEAR Inventory, the next step is to add these details to your MS Excel spreadsheet. In Pabbly Connect, switch to the action window and select Microsoft Excel as the application. Choose the action event as ‘Add Row to a Worksheet’. This will allow you to insert the supplier information into your Excel file.

Click on ‘Connect’ and authorize the connection to your Microsoft Excel account. Make sure you are logged in to your Excel account before proceeding. After successful authorization, select the workbook where you want the supplier details to be added, which in this case is named ‘DEAR Inventory Data’.

5. Mapping Supplier Details to Excel Columns

Once the connection to Excel is established, you need to map the supplier details from the trigger response to the appropriate columns in the Excel worksheet. In Pabbly Connect, you will see fields corresponding to the supplier name, currency, payment terms, and status. Map these fields accordingly using the details captured from the trigger.

Map the supplier name as ‘Dummy Supplier’. Map the currency as INR. Map payment terms as 30 days.

After mapping all the relevant fields, click on ‘Save and Send Test Request’. If everything is configured correctly, you will receive a confirmation that the new supplier details have been added to your Excel spreadsheet. You can refresh your Excel file to verify that the data is correctly populated.

Conclusion

This tutorial has shown you how to integrate DEAR Inventory supplier details into MS Excel using Pabbly Connect. By following the steps outlined, you can automate the process of adding new suppliers to your Excel spreadsheet, ensuring accurate and up-to-date information. With Pabbly Connect, managing your inventory and supplier details becomes seamless and efficient.