How to link freee and kintone to register a client in freee accounting when a record is registered in kintone

Have you ever felt that it would be great if the data from one app could be used in another app, as the use of various app tools within the company is increasing?
This time, by integrating the accounting app freee with the business improvement platform app kintone to unify data management, we aim not only to reduce manual work but also to enhance the accuracy of operations!

Benefits of Integrating freee and kintone

What are the advantages of being able to integrate freee and kintone?

Firstly, data entry can be automated.
Automation ensures that the method of entry is standardized, maintaining data consistency. It also prevents human errors, thereby improving data accuracy.
There will be no more issues like "It's hard to find because different people have different input formats!" or "Oops, I entered the wrong digit!"

Additionally, real-time data updates become possible. As a result, the basis for decision-making in management and sales departments can always use the latest information.

Moreover, regular report creation can also be automated.
Not only can monthly financial data be automatically collected and output, but the approval process can also be automated, significantly speeding up administrative tasks!

Furthermore, data managed by freee and kintone can be centrally managed.
This eliminates information duplication and omissions, enabling efficient data management!

Examples of Business Automation with freee and kintone Integration

Let's take a look at what specific tasks can be automated!

Firstly, expense reimbursement can be automated.
Expense data entered in freee can be automatically imported into kintone, creating an approval process.
This eliminates the need to manually extract and approve expense data, significantly reducing the time spent on expense reimbursement tasks.

Additionally, report creation can also be automated.
Data obtained from freee can be used to create reports in kintone, eliminating the hassle of switching between the two apps to create documents.

Furthermore, automatic notifications based on specific conditions from freee or kintone can also be set up!
For example, if expenses exceed a certain amount, you can set it up to send an alert, preventing any surprises and allowing for prompt action.

How to Create an Integration Flow for freee and kintone

Let's actually set up the integration between freee and kintone!

This time, we will use Yoom for the integration.
Yoom is a visually intuitive tool, so you can set up the integration even without specialized knowledge.

If you don't have a Yoom account, please obtain one from the Yoom Account Issuance Page. You can start right away!
For basic operations of Yoom, please refer to Getting Started with Yoom.

Once you can log in to your Yoom account,
1. Click "Register My App" and select "Create New".

2. Select the app you want to register (this time freee Accounting and kintone) and log in with the account you will use.
Once you have registered freee Accounting, click "Create New" again to register kintone.

3. Once registered, an icon will be displayed in My Apps.
Please check if the icons for freee Accounting and kintone have been registered.

Now, let's proceed with the integration settings for the two apps!

[Create a flow to register a client in freee accounting when a kintone record is registered] We will create this flow.

1. Click "Create New" from "My Projects" and select "Create from Scratch".

2. Enter a clear title that reflects the flow content, select "When a specific app event occurs", and choose kintone.

3. Select "When a record is registered or edited" as the trigger action and click "Next".

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4. Select the trigger interval and enter the subdomain name.
・Enter the part of the kintone URL that appears as "https://●●●●●●●.cybozu.com/".
・The app ID is the record number from which you want to retrieve kintone information. The part "/k/●●/" in the URL is the record number.

5. Once entered, click "Test" and if the test is successful, click "Save".

6. Click the "+" on the saved flow, select "Operate Database" from the operation type selection, and click kintone.

7. Select "Retrieve Record" as the execution action.
Since the database linkage already retrieves kintone information, you can select from the candidates.
Once selected, click "Next".

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8. Click "Test" and if the test is successful, click "Next".

From here, we will configure freee accounting.

9. Click the "+" on the saved flow, select "Integrate with App" from the operation type selection, and click freee accounting.

10. Select "Create Client" as the action and click "Next".

11. Fill in the necessary details.
You can use the output information obtained from kintone for the client name, so please select it.

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12. Once everything is entered, click "Test" and if the test is successful, click "Save".
This completes the [Create a flow to register a client in freee when a kintone record is registered] flow!

13. Finally, switch the trigger to "ON" to activate it.

Advanced Integration Flow of freee and kintone

Now, let's introduce a flow that expands the range of tasks that can be integrated.

How have you been creating invoices so far?
Have you been checking if there is client information in freee based on the information held by the sales department, and then communicating with the sales department about details like unit prices and quantities?

However, if freee and kintone can be integrated, all of this can be automated!
If you store invoice detail items such as products, unit prices, and quantities in a kintone subtable, invoices can be automatically created in freee invoices!

Additionally, it will check using freee's information to see if it's a new client, and if there is no past information, it will add the client information to freee.
Similarly, you can also automatically create quotes in freee invoices using kintone's information!

It can be applied to various tasks, so please try creating it.

Summary

By integrating freee and kintone, accounting tasks have been streamlined, enabling centralized data management!
Automation of previously manual tasks not only reduces human errors but also significantly improves the accuracy and speed of operations.

By utilizing the advanced applications, even more tasks can be automated!
The integration of freee and kintone has great potential to enhance corporate productivity, so we encourage everyone to adopt it.

By using Yoom for integration, it seems possible to connect with other apps as well, so I am eager to try various things.
Let's all aim to streamline even more tasks together!