How to integrate Airtable with freee Accounting and add a client from Airtable to freee Accounting

If you can efficiently handle various administrative tasks such as issuing invoices and receipts, confirming payments, and managing business partners, it may improve the daily workload.
<span class="mark-yellow">This time, let's introduce the app integration of Airtable and freee accounting using a Chrome extension to smoothly complete the registration of business partners.</span>
If you can improve business processes, you might be able to enhance efficiency. Especially with this app integration, it is expected to reduce the hassle of data management.
Why not take this opportunity to integrate Airtable and freee accounting to create a more manageable work environment?

Recommended for

Companies that accumulate business partner data in Airtable
Companies utilizing freee accounting
Individuals manually transferring Airtable data to freee accounting
Those who want to quickly complete the registration of business partner data in freee accounting

Benefits and Examples of Integrating Airtable and freee Accounting

Benefit 1: Reduce the hassle of manual input

By performing this app integration, it is possible to automatically transfer Airtable data to business partners in freee accounting. By opening the detailed screen of a specific record from the Airtable database and using the Chrome extension, automatic transfer can be done at any time. This should reduce the hassle of data transfer.
For example, if you have been manually transferring business partner data, you must have been consuming both time and effort. However, if you can automate the transfer work, it is expected that it will be registered in freee accounting with just a click, significantly reducing the work effort.

Benefit 2: Strengthen collaboration between teams

Since Airtable data is quickly automatically added to business partners in freee accounting, information sharing between teams may also become smoother.
For example, if the sales department registers data in Airtable and uses the Chrome extension to transfer data in that flow, the accounting department using freee accounting may be able to quickly check new data.
By making such quick responses easier, subsequent processes such as billing and payment management should become smoother.

Benefit 3: Strengthen collaboration between teams

By integrating Airtable and freee accounting, it may become easier to maintain data accuracy.
For example, if you continue to manually transfer data as before, it can be said that situations where omissions due to missed data checks occur are likely.
However, if you introduce automation through app integration, the data transfer work will be automatically completed with just a click, which should prevent such errors.
This increases the likelihood that business partner data in freee accounting will be maintained correctly.

Now, let's explain how to "add a business partner from Airtable to freee accounting" using the no-code tool Yoom.

[What is Yoom]

How to Add a Business Partner from Airtable to freee Accounting

You can activate the Chrome extension API with just a click from the Airtable detail page and receive the business partner data stored in Airtable. After that, it is possible to automatically register business partner data using the API provided by freee accounting.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

The integration flow this time is broadly divided into the following processes.

Integrate Airtable and freee accounting with My Apps
Set up Airtable to launch using the Chrome extension
Set up to add a business partner to freee accounting
Turn on the trigger button and check the integration operation of Airtable and freee accounting

First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.

Step 1: Connect Airtable and freee Accounting with My Apps

After completing the registration of Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connecting Airtable and Yoom

1. Prepare Airtable
Prepare the Airtable you will use at this stage.

This time, we have prepared something like the above as a test.
Note that the Airtable you prepare does not have to be exactly like the above, but make sure to include the "Client Name" field.

2. Search

Once Airtable is ready, enter Airtable in the search box and click the Airtable icon.

3. Log in
First, log in to Airtable.
The Airtable sign-in screen will appear. Sign in with the account you want to connect.‍

4. Add a Base

After signing in, you will be taken to the above screen.

Click "Add Base" in the red frame and select the base you want to connect.

5. Grant Access

Once the base is added, click "Grant Access".

Return to the Yoom screen, and if the above display appears, the connection is complete.

Connecting freee HR and Yoom

1. Search

Click the freee Accounting icon.

2. Log in

You will be taken to the page to start app integration. Scroll down.

After reviewing the content, click "Allow".

Return to the Yoom screen, and if the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will be taken to a page like the image, so let's proceed with detailed settings. Step 3: Setting up to launch Airtable using the Chrome extension 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "Add a client from Airtable to freee Accounting". 3. Chrome Extension Trigger Select "Launch from Record Detail Page" from the Chrome extension icon. 4. Install the Chrome Extension Please install the Yoom Chrome extension. For more details, please check the page on how to set up triggers using the Chrome extension. Once the Chrome extension installation is complete, press Next. 5. Enter the ID Enter each ID of Airtable. Please enter as per the supplement at the bottom of the box. 6. Enter the URL sample of the launch page To launch the Chrome extension from the Airtable detail page, enter the Airtable detail page URL. Click the arrow to the left of the customer data field. A detail page like the image will open. Copy the URL from the icon in the upper right and paste it into the URL sample of the launch page. 7. Run the test Once all settings are complete, click the test button. If "Test Successful" is displayed in blue as shown in the image, obtain the Airtable data you want to reflect in freee Accounting as an output with JSONPATH. Scroll down the screen. 8. Add the value to be obtained Click the red frame. Airtable data will be displayed as shown in the image. If you want to obtain data to reflect in freee Accounting, click the "+" mark. Since we are using a template this time, there are already obtained values. Therefore, please select data that has not actually been obtained. The value will be reflected on the right side when it can be obtained. Press save. The registration as an output is complete. You can change the name by hovering the cursor over it. Press the pen mark and change the item name to something that corresponds to the value obtained in text if necessary. We also have a page on how to obtain outputs using JSON PATH, so please take a look. 9. Save Once the value acquisition is complete, save it. Step 4: Setting to add a client to freee Accounting 1. Operate the database Select "Create Client" from the freee Accounting icon. Press Next. 2. Set the content Enter the required fields. First, click the business ID box. A list of registered businesses will be displayed. Please select the business to be linked. Continue to enter the client name. Click the box. Select the Chrome extension icon. A list of Airtable data will be displayed. Select the item equal to the box name. In the case of the image, since the item is "Client Name", "Client Name" was clicked from the data. 3. Run the test Press the test button, and if "Test Successful" is displayed in blue, press save. 4. Turn on the trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Then access Airtable and select Yoom from the Chrome extension button in the upper right. The title of the created Flowbot will be displayed. Clicking it will launch the Flowbot. The Flowbot template used this time Add a client from Airtable to freee Accounting

Other Automation Examples Using Airtable and freee Accounting

Yoom has other examples of automation using Airtable and freee Accounting, so here are a few introductions.

1. Register a Client in freee Accounting When the Status is Updated in Airtable

It is also possible to update the status and add a client without using a Chrome extension.

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2. Register sales transactions in freee Accounting when the status is updated in Airtable

You can also automatically transfer sales transactions. If you regularly use Airtable and freee Accounting, please take advantage of this opportunity.

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3. Register a task in Trello when a deal is closed in Airtable

When the status is changed to closed, a task is automatically created in Trello. This may make it easier to manage tasks in the subsequent process after closing a deal.

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Summary

By integrating Airtable with freee Accounting, the time-consuming task of data entry can be completed quickly with just a click. This leads to time savings and potential improvements in business operations. Additionally, it may enhance collaboration between departments. There are multiple benefits to incorporating automation, so if you're even slightly interested, take this opportunity to try it out. Yoom allows for the implementation of automation without programming knowledge. Why not give it a try to streamline your operations?

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