Would you like to streamline your work by eliminating the task of transcribing order information? By integrating B-Cart with freee Invoices, you can prevent manual input errors and achieve fast and accurate data management. This guide explains the steps in detail. No programming is required, making it easy to implement. Please give it a try.
Recommended for
・Accounting personnel who are using B-Cart and freee Invoices separately and find manual data transcription cumbersome ・Team leaders who are concerned about human errors in invoice creation and the time it takes, and are considering streamlining their operations ・Business owners who want to automate manual invoice creation tasks and improve cash flow as orders increase
Benefits and Examples of Integrating B-Cart and freee Invoices
Benefit 1: Reduction of Human Errors
Manual input of order data and invoice creation is time-consuming and carries the risk of human errors. By implementing a system where order details are automatically added to freee Invoices when an order is placed in B-Cart, these processes can be streamlined. Automation reduces manual data entry tasks, prevents transcription and calculation errors, enhances invoice accuracy, and prevents incorrect billing. As a result, it reduces the workload and avoids troubles caused by errors, leading to smoother business operations.
Benefit 2: Efficient Data Management
By integrating B-Cart with freee Invoices, data is automatically saved when an order is placed, which is expected to improve the speed of billing-related tasks. Manually transcribing order data can be particularly burdensome during busy periods like month-end or fiscal year-end, but automation is expected to alleviate this burden. Additionally, reducing the time required for invoice issuance allows staff to focus on other tasks, supporting the creation of an environment where overall operational efficiency is improved. For example, if there are 100 orders in a day, the time cost related to data transcription and invoice issuance can be reduced accordingly.
Benefit 3: Maintaining Data Consistency
By linking B-Cart and freee Invoices, order-specific histories and invoice data are automatically centralized. This allows billing data to be shared across different departments, such as sales teams and accounting personnel. For instance, sales representatives can immediately grasp customer order histories, and accounting personnel can refer to past billing information, supporting smooth business operations due to consistently organized data. In this way, improving data accuracy and sharing efficiency is expected to enhance company-wide operational transparency, response speed, and customer satisfaction.
What is Yoom?
Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency!
API integrations can be challenging for non-engineers, but
Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.
How to Create a B-Cart and freee Invoice Integration Flow
From here, we will explain the steps for app integration. The general flow is as follows: ・Integrate B-Cart and freee Invoice with My Apps ・Copy the template ・Set a trigger in B-Cart and set an action in freee Invoice ・Turn on the trigger and get ready to operate the flow If you are already registered with Yoom, log in. If not, register for free and proceed with the setup.
Step 1: Integrate B-Cart and freee Invoice with My Apps
First, integrate B-Cart and freee Invoice with My Apps. After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".
Next, search for B-Cart and click on it.
The login page will be displayed. Enter the email address and password registered with B-Cart and click login.
After granting access, the My Apps integration will be complete.
Similarly, search for freee Invoice and click on it.
After logging in and granting access, the My Apps integration will be complete.
Next, proceed with the setup using the Flowbot template. Log in to Yoom and click "Try it" on the banner below.
"Template has been copied!" will be displayed, so click "OK" to complete the copy.
Step 2: Set the Trigger
Set the trigger for B-Cart. Click "When an order occurs".
Next, check the "Account information linked with B-Cart". You can freely edit the title, but keep the trigger action as it is and click "Next".
Select the app trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan. After setting, place a test order in B-Cart and click "Test".
If the order information is displayed in the output, the test is successful.
Step 3: Set Search and Branch for Clients
Set branching to change actions based on the presence of clients. Click "Search for Clients". *Branching is a feature (operation) available in Mini Plan or higher. If you are on a Free Plan, the operation set in the Flow Bot will result in an error, so please be careful. *Paid plans like Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
As before, freely edit the title and check the account information, keep the action unchanged, and click "Next" to proceed.
Next, set to check if the orderer information exists in freee Invoices. For "Business ID", click the field and select the corresponding freee business from the displayed options. For "Search Keyword", specify a keyword to search for the orderer information. This time, we specify "Orderer Company Name". After setting each item, click "Test".
Check the information obtained from freee in the output and click "Save".
Next, click "Branch by Client Registration Status".
Check the branching conditions. You can freely edit the title, but leave the other items as they are and click "Save".
Step 4: Set Subsequent Actions
Next, set to automatically create a client if there is no client registration in freee Invoices. Click "Create Client".
Freely edit the title and check the account information, keep the action unchanged, and click "Next" to proceed.
For "Business ID", select the business where the client data will be created and saved from the options. "Client Name" is the name of the client registered in the client data. To automatically create client data based on order information, refer to the information obtained from B-Cart. This time, we select "Orderer Company Name".
Similarly, set other items as desired. (Click the field and select the corresponding item from the displayed options) After setting, click "Test" to check if a new client data is created. After confirmation, if there are no issues, click "Save".
Next, set the invoice creation. There are two "Create Invoice" settings, but both have the same content. Once one setting is complete, set the other in the same way. Then, click "Create Invoice".
Freely edit the title and check the account information, keep the action unchanged, and click "Next".
For "Business ID", click the field and select the business displayed as before. "Invoice Date" can be specified as desired. This time, it is set to the end of the month.
Other required items, such as honorifics and calculation methods, can be changed as desired.
Set "Invoice Line Items (Specify in List)". For items like product name and transaction date that change with each order, click the field and refer to the order information to set. *The method for setting "Specify in List" is explained in detail here.
After setting each item, click "Test" to check if the invoice is created. If there are no issues, click "Save" and set the other "Create Invoice" in the same way.
Click "Turn Trigger ON" to complete the preparation for flow operation. Now, when an order occurs in B-Cart, the transaction information will be automatically added to freee Invoices.
Other Automation Examples Using B-Cart
1. Add B-Cart Order Information to Google Spreadsheet
B-Cart order information is automatically added to Google Spreadsheet, allowing you to organize information in a timely manner while reducing the hassle of data entry. This integration enables efficient management of information even when there are a large number of orders.
2. Send Gmail when there is an order in the specified delivery group in B Cart
When an order is placed in the specified delivery group in B Cart, a notification is automatically sent via Gmail. This mechanism allows stakeholders to quickly understand the situation and supports prompt responses.
3. Send Outlook Notification When an Order is Placed in a Specified Delivery Group in B-Cart
When an order is placed in a specific delivery group in B-Cart, a notification is automatically sent from Outlook. This reduces the effort of manually creating emails and facilitates smooth information sharing.
Summary
By integrating B-Cart with freee Invoices, automatic reflection of order information becomes possible, which is expected to improve operational efficiency. This integration helps prevent manual data entry errors, reduces workload with fast and accurate data management, and supports smooth operations.
Yoom's app integration can be easily implemented without the need for programming, so please consider automation at this opportunity.
The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies.
We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers.
Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
.avif)
