How to integrate Airtable with Money Forward Admina to add employee information to Money Forward Admina when it is registered in Airtable

The task of registering employee information in Airtable and Money Forward Admina carries the risk of input errors. Additionally, the burden on the person in charge and the increase in man-hours due to repeated registrations can also become issues. When facing such challenges, it may be worth considering automation as efficient operations become difficult. By introducing the automated integration introduced here, you can automatically reflect employee information registered in Airtable into Money Forward Admina, potentially improving operational efficiency and reducing costs. This article introduces a method to integrate Airtable and Money Forward Admina without code, so please refer to it.

Recommended for

Those using Airtable and Money Forward Admina
Those who find the task of registering employee information in Airtable and Money Forward Admina cumbersome
Those who want to reduce human errors by integrating Airtable and Money Forward Admina
Those who want to reduce operational costs by integrating Airtable and Money Forward Admina

Benefits and Examples of Integrating Airtable and Money Forward Admina

Benefit 1: Prevention of Human Errors During Money Forward Admina Registration

When registering employee information in multiple tools, manual entry can lead to transcription errors. If errors occur, data discrepancies arise between tools, causing misalignment in understanding among team members. By integrating Airtable and Money Forward Admina, you can automatically reflect the data registered in Airtable, preventing human errors during registration in Money Forward Admina and enabling consistent data management. For example, if different departments manage the two tools and an employee's name is entered incorrectly, communication between departments may fail, leading to unnecessary verification tasks. However, by preventing transcription errors, a common understanding can be maintained among departments and members, facilitating smooth operations.

Benefit 2: Reduction of Workload by Decreasing Manual Registrations

When manually registering employee information, a large number of input fields can significantly burden the person in charge. Registering in multiple tools can become overwhelming, potentially delaying other tasks. By integrating Airtable and Money Forward Admina, employee registration can be completed in one go, reducing the burden on the person in charge and improving operational efficiency. For instance, in the food service industry where employee turnover is high, the burden of registering employee information can delay checking emails from headquarters. By reducing registration tasks through the integration of Airtable and Money Forward Admina, the burden on the person in charge is lessened, allowing them to attend to other tasks.

Benefit 3: Reduction of Operational Costs

When managing employee information across multiple tools, registration tasks occur for each tool. Repeated tasks consume man-hours, increasing labor costs and tool operational costs. By automating repeated registrations through the integration of Airtable and Money Forward Admina, labor costs can be reduced, leading to lower operational costs. For example, companies with many new employees may incur significant man-hours due to repeated registrations. However, by automating the process, repeated registrations can be reduced, thereby decreasing labor costs associated with operations.

Now, let's introduce the method to "add to Money Forward Admina when employee information is registered in Airtable" using the no-code tool Yoom.

[What is Yoom]

How to Add to Money Forward Admina When Employee Information is Registered in Airtable

This method is achievable by receiving the registration of employee information in Airtable using Airtable's API and registering employee information using the API provided by Money Forward Admina. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

We will create this in the following major processes.

Register Airtable and Money Forward Admina as My Apps
Copy the template
Set the trigger in Airtable, which serves as the starting point of the flow, followed by the settings in Money Forward Admina
Turn on the trigger button and verify the integration operation between Airtable and Money Forward Admina

If you are not using Yoom, please register for free here. If you are already using Yoom, please log in.

Step 1: Integrate Airtable and Money Forward Admina with My Apps

First, register Airtable and Money Forward Admina with My Apps to integrate them with Yoom.

1. In the Yoom admin panel, select "My Apps" on the left side and click "+ New Connection".

2. On the next screen, search for Airtable and Money Forward Admina and proceed to the next screen.

＜For Airtable＞

・Log in and select the base or workspace you want to integrate from "+Add a base" on the screen below.
Click "Grant access" to complete the registration in My Apps.

＜For Money Forward Admina＞

・Enter the account name and access token, and click "Add" to complete the registration in My Apps.

Step 2: Copy the Template

Copy the template for integrating Airtable and Money Forward Admina.

1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting up the Trigger in Airtable

Set up the trigger action that will initiate the flow.
In this flow, the trigger is activated when an employee is registered in Airtable.

1. Select "My Projects" in the Yoom management screen and click "Add to Money Forward Admina when employee information is registered in Airtable [Copy]".
*The template title can be changed on the next screen.

2. Click "App Trigger When Record is Registered".

3. Confirm the account to be linked with Airtable and click "Next".
*Other items are set by default.

4. Set the trigger activation interval and Airtable information, and perform a test.
*Trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes are available, and the selectable time varies depending on the plan. The flow bot is activated once per selected interval, checking the trigger action and executing if it has occurred. If you want to reflect employee information in Money Forward Admina immediately, a shorter interval setting is recommended.

5. If the test is successful, some information retrieved from Airtable will be displayed in the output.
Click "+Add value to retrieve" and add the items you want to register in Money Forward Admina, then save.
*For instructions on how to add items to the output, please refer to the help page here.

Step 4: Setting up Registration in Money Forward Admina

Finally, set up the registration of employee information retrieved from Airtable into Money Forward Admina.

1. Click "Create Identity to Integrate with App".

2. Confirm the account to be linked with Money Forward Admina and click "Next".
*Other items are set by default.

3. Set the organization ID and employee-related items.
*For blank fields, click the frame and select from the output "When Record is Registered" (values are displayed in double brackets). This allows dynamic reflection of content that varies per employee. You can also directly input fixed text.
*For the employee type, select "Unknown". Other options may cause errors.
*Be careful of errors due to duplicate registered email addresses.

4. Once the settings for the items you want to register are complete, perform a test.
If successful, employee information will be registered in Money Forward Admina.
If there are no issues, save.

5. When the trigger is turned ON, employee information will be automatically added to Money Forward Admina every time it is registered in Airtable.

If you have any questions about the flow introduced, please check the help page here.

Other Automation Examples Using Airtable and Money Forward Admina

There are many other examples of automation using Airtable and Money Forward Admina on Yoom, so here are a few to introduce.

1. Record Monthly Expenditure for Each Service in Money Forward Admina to Microsoft Excel

You can automatically record the expenditure for each tool managed in Money Forward Admina to Microsoft Excel at a specified date and time every month.
This integration can reduce manual recording tasks and input errors, enabling efficient and accurate data management.

2. Update Money Forward Admina information when the employee management sheet is updated in Google Sheets

If you manage employee information in Google Sheets, you can automatically reflect the updated information in Money Forward Admina.
This integration can reduce the update work in Money Forward Admina, thereby easing the burden of managing employee data.

3. Notify Slack when information is registered in Airtable

You can automatically notify Slack when information is registered in Airtable.
This integration allows you to smoothly notify relevant members about the registration of employee information, thereby enhancing collaboration among members and improving work efficiency.

Summary

When manually registering employee information in Airtable and Money Forward Admina, there is a risk of human error, and the burden and workload increase due to repeated registrations often become issues.
By using the integration of Airtable and Money Forward Admina introduced in this article, you can reduce input errors and repetitive entries during registration.
This can lead to improved operational efficiency and reduced tool operation costs.
The integration of Airtable and Money Forward Admina can be achieved without coding by using Yoom, making it easy to implement even for those without specialized knowledge.
Take this opportunity to advance the automation of your business processes.