How to download customer data from Google Drive and import it in bulk as a CSV into Rakuraku Meisai by integrating Google Drive with Rakuraku Meisai.

Isn't managing customer data playing a crucial role in business operations?
However, manual input and data integration between different systems can be time-consuming and labor-intensive, leading to errors. Therefore, we recommend downloading customer data from Google Drive and importing it in bulk as a CSV into Rakuraku Meisai.
By utilizing this integration, you can enjoy various benefits such as improved operational efficiency and enhanced data accuracy.
This article will explain in detail the benefits of this integration and how to implement it, including images.

Recommended for

・Sales representatives who want to save the hassle of manual data entry and transcription
・Accounting personnel who need to collaborate with multiple departments
・Accounting personnel who want to ensure the accuracy of regular invoice issuance and payment data management

Benefits and Examples of Integrating Google Drive and Rakuraku Meisai

Benefit 1: Efficient Data Management

By downloading customer data from Google Drive and importing it into Rakuraku Meisai in CSV format, you can expect more efficient data management.
Switching to this method can prevent transcription errors and omissions, saving time and effort. For example, if a sales team manually enters over 100 customer information entries each month, using CSV import could allow all data to be processed in bulk within minutes. This can shorten work time and allocate resources to other tasks. Additionally, when processing large volumes of data, the system automatically handles it appropriately, improving work accuracy and efficiency.

Benefit 2: Timely Data Synchronization

By integrating Google Drive and Rakuraku Meisai, multiple users can update data on Google Drive, and those changes can be reflected in Rakuraku Meisai at specified times. This feature is especially useful for tasks where team collaboration is crucial.
For example, when a sales representative updates customer information on Google Drive, it is automatically reflected in Rakuraku Meisai at the specified time. This allows for timely data synchronization and enables operations to proceed based on the latest information. Even when handling data collaboratively with team members or external partners working at different locations, data can be easily shared and updated through Google Drive, facilitating smooth team collaboration.

Benefit 3: Reducing Sales Representatives' Input Burden and Improving Operational Efficiency

Having sales representatives directly input data into Rakuraku Meisai, which they do not usually use, can be burdensome. Especially if they need to learn how to use the system, the risk of operational errors and input omissions increases.
By utilizing Google Sheets, sales representatives can complete customer information input on a tool they are familiar with. If a system is set up to automatically convert the entered data into CSV format and import it into Rakuraku Meisai, sales representatives can avoid the hassle of accessing Rakuraku Meisai.
For example, when a deal is closed, if a sales representative inputs customer information (company name, contact details, contract details, etc.) into Google Sheets, that information is automatically registered in Rakuraku Meisai, preparing for billing processing and contract management.
This allows the sales team to focus on their usual tasks, and smooth information collaboration with the accounting department can be expected.

[About Yoom]

How to Create a Google Drive and Rakuraku Meisai Integration Flow

Now, let's create a flow together using a template to "download customer data from Google Drive and import it in bulk as a CSV into Rakuraku Meisai"!

The template used this time can be copied 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 a schedule
・Download Google Sheets by integrating with Google Drive
・Import customer 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 "First Time Yoom".

Yoom Account Issuance Page

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

(4) Next, integrate Rakuraku Meisai. Similarly, click Rakuraku Meisai from the list of new connections in Yoom.
(5) On the "New Registration of Rakuraku Meisai" screen, check the red line and enter the required fields.
Once the input is complete, 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 a template!

Step 2: Set Up a 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" for the schedule trigger.

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

Once the input is complete, click "Save".

Step 3: Download Google Sheets by Integrating with Google Drive

(1) Next, integrate with Google Drive to download Google Sheets.
Click "Download Google Sheets (Specify Sheet)".

(2) From the "Select Linked Account and Action" screen in Google Drive, verify that there are no errors in the account information linked with Google Drive™ and keep the action as "Download Google Sheets (Specify Sheet)" and click "Next".

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

Scroll down, verify 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 Customer Data by Integrating with Rakuraku Meisai

(1) Next, integrate with Rakuraku Meisai to import customer data in CSV format.
Click "Bulk Import Customer Data CSV".

(2) From the "Select Linked Account and Action" screen in Rakuraku Meisai, verify that there are no errors in the account information linked with Rakuraku Meisai and keep the action as "Bulk Import Customer Data CSV" and click "Next".

(3) From the "API Connection Settings" screen, enter each item.
Once the input is complete, click "Test" at the bottom and if no errors occur, click "Save".

(4) Finally, click "Turn ON Trigger".

This completes the flowbot for "Downloading customer data from Google Drive and bulk importing it into Rakuraku Meisai as a 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 is expected to save the effort of manual entry and prevent the risk of input errors. This flow is recommended for those who use both RakuRaku Meisai and RakuRaku Hanbai.

2. When a report is issued in RakuRaku Meisai, add the report information to the Microsoft Excel database

By using this template, you can automatically add report information from RakuRaku Meisai to the Microsoft Excel database. This will save you the trouble of manually entering data into Microsoft Excel and reduce your working time.

3. When a document is issued in Rakuraku Meisai, add the document 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 enables smooth information sharing and allows for flexible customization of the notification content.

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

List of Flowbot Templates Using Google Drive

List of Flowbot Templates Using RakuRaku Meisai

Summary

By leveraging the integration of Google Drive and RakuRaku Meisai, customer data management can be streamlined, making data updates and integration easier! This is expected to improve work accuracy and reduce working hours, thereby enhancing overall productivity of the company.
For companies and individuals facing challenges in data management, this integration will be a convenient tool to facilitate smooth operations.