How to integrate Google Drive with Rakuraku Meisai to download form data from Google Drive and import it in bulk as a CSV into Rakuraku Meisai

For companies and teams aiming to improve operational efficiency and data management accuracy, integrating Google Drive with Rakuraku Meisai can be beneficial.
Handling large volumes of form data manually can waste time and effort and increase the likelihood of errors. However, by bulk importing data in CSV format from Google Drive, operational efficiency is expected to improve.
This article introduces the benefits of this integration and how to implement it with specific examples.

Recommended for

・Accounting personnel handling large volumes of invoice and form data
・Companies that use Google Drive regularly
・Managers and accounting personnel looking to reduce working hours and streamline workflows

Benefits and Examples of Integrating Google Drive with Rakuraku Meisai

Benefit 1: Unification of Operations through System Integration

By integrating Google Drive with Rakuraku Meisai, data exchange between the two systems becomes smooth.
For example, by extracting payment details or invoice data stored in Google Drive in CSV format and importing it into Rakuraku Meisai, data is automatically integrated between the systems. This ensures seamless data integration between systems, consistent progress of operations, and timely updates of information. Additionally, since Google Drive can be shared with multiple users, the entire team can work while checking the data, facilitating smooth communication.
In this way, integrating different systems can improve efficiency and streamline the overall workflow.

Benefit 2: Reduction of Errors from Manual Input

Manual input is prone to errors, but integrating Google Drive with Rakuraku Meisai can reduce this risk.
For instance, when manually entering large volumes of transaction information or billing details each month, there is a possibility of accidentally inputting incorrect numbers or missing data. However, by bulk importing CSV data from Google Drive, such human errors can be prevented. Additionally, even with large volumes of data, the ability to reliably and accurately reflect data in Rakuraku Meisai is a significant advantage.
Thus, improving data accuracy can prevent future issues, enhancing the reliability of operations.

Benefit 3: Reduction of Working Time

By integrating Google Drive with Rakuraku Meisai and using the CSV import feature, you can reduce the time spent on monthly data entry tasks.
For example, manually entering data from Google Drive and reflecting it in Rakuraku Meisai could take several hours, but using CSV for bulk import can complete the task in minutes. This allows for the automation of previously manual processes, leading to a reduction in working time.
The saved time can be allocated to other important tasks, improving overall operational efficiency.

[About Yoom]

How to Create a Google Drive and Rakuraku Meisai Integration Flow

Let's create a flow together using a template: "Create an Issue in GitHub when a message is posted in Google Chat!"

You can copy the template used this time by clicking "Try it" on the banner below.

Before Getting Started

The integration flow is broadly divided into the following processes.

・Register Google Drive and Rakuraku Meisai as My Apps
・Set up the schedule and download Google Sheets by integrating with Google Drive
・Import form data by integrating with Rakuraku Meisai

If you do not have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Issuance Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate Google Drive and Rakuraku Meisai as My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "＋New Connection".

(2) From the list of new connections in My Apps, click on Google Drive.
(3) A screen like the one below will appear, click "Sign in with Google".
Log in with your account.

(4) Next, integrate with Rakuraku Meisai. Similarly, click on Rakuraku Meisai from the list of new connections in Yoom.
(5) On the "New Registration for Rakuraku Meisai" screen, check the red line and enter the required fields.
Once completed, click "Add".

Once the integration is complete, Google Drive and Rakuraku Meisai will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Set Up the Schedule

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "On the 1st of every month" in the schedule trigger.

(2) From the "Specify Execution Time" screen, download the data from Google Drive and specify the date to import into Rakuraku Meisai.
This time, we clicked on the date specification and set it to start at 9:00 on the 1st.

Once the input is complete, click "Save".

Step 3: Download Google Spreadsheet by Integrating with Google Drive

(1) Next, download the Google Spreadsheet by integrating with Google Drive.
Click on "Download Google Spreadsheet (Specify Sheet)".

(2) From the "Select Linked Account and Action" screen in Google Drive, check for any errors in the account information linked with Google Drive™ and keep the action as "Download Google Spreadsheet (Specify Sheet)" and click "Next".

(3) From the "API Connection Settings" screen, select the file ID from the candidates.

Scroll down, check the red line, and enter the sheet ID.
Select the file type, PDF layout, and size from the dropdown.

Once the selection is complete, click "Test" and if no errors occur, click "Save" at the bottom.

Step 4: Import Form Data by Integrating with Rakuraku Meisai

(1) Next, import the form data as CSV by integrating with Rakuraku Meisai.
Click on "Bulk Import Form Data CSV".

(2) From the "Select Linked Account and Action" screen in Rakuraku Meisai, check for any errors in the account information linked with Rakuraku Meisai and keep the action as "Bulk Import Form Data CSV" and click "Next".

(3) From the "API Connection Settings" screen, check the red line and enter the form type ID.
Select the import method from the dropdown and choose "New Issue" or "Replacement Issue".
Other fields are not mandatory. Please enter the necessary fields.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) Finally, click "Turn Trigger ON".

This completes the flowbot for "Downloading form data from Google Drive and bulk importing it into Rakuraku Meisai as CSV".

Other Automation Examples Using RakuRaku Meisai

At Yoom, we have other examples of automation using RakuRaku Meisai, and we would like to introduce a few of them.

1. Add Invoice Information to RakuRaku Hanbai When an Invoice is Issued in RakuRaku Meisai

By integrating with RakuRaku Hanbai, information is automatically reflected in RakuRaku Hanbai when an invoice is issued. This reduces the effort of manual entry and helps prevent input errors. This flow is recommended for those who use both RakuRaku Meisai and RakuRaku Hanbai.

2. When a document is issued in RakuRaku Meisai, add the document information to the Google Sheets database

By using this template, you can automatically add document information from RakuRaku Meisai to the Google Sheets database. This will save you the trouble of manually entering data into Google Sheets, thereby reducing your working time.

3. When a report is issued in Rakuraku Meisai, add the report information to the Google Sheets database and notify Slack

By utilizing this flow, you can automatically notify Slack when information from Rakuraku Meisai is added to Google Sheets. This will enable smooth information sharing. The notification content can also be flexibly customized.

Additionally, if you want to check templates using Google Drive or Rakuraku Meisai, please visit the following site.

List of Flowbot templates using Google Drive

List of Flowbot templates using Rakuraku Meisai

Summary

By integrating Google Drive and Rakuraku Meisai, data management can be centralized, reducing manual input errors and shortening work time!
Moreover, bulk import in CSV format ensures data consistency and can improve operational efficiency. This integration is particularly beneficial for companies or teams handling large volumes of form data, as it reduces operational burden and enables highly accurate processing.
To facilitate smoother business operations in the future, please consider utilizing the integration of Google Drive and Rakuraku Meisai.