How to update information in Money Forward Admina when the employee management sheet is updated in Google Sheets

In employee management within a company, accurate and prompt information updates are required.
However, manually entering data into multiple systems can be time-consuming and labor-intensive, and can also lead to errors.
Therefore, this time, we will introduce a method to automatically update information in Money Forward Admina when the employee management sheet in Google Sheets is updated.
By utilizing this integration, let's eliminate the hassle of information updates and achieve improved efficiency and accuracy in operations!

Recommended for

Those who want to simplify the update process by using Google Sheets and Money Forward Admina
Those who feel burdened by data entry tasks into systems due to frequent employee onboarding, offboarding, or department transfers
HR personnel who want to prevent troubles caused by missed updates or data entry errors in personnel information
Company personnel who want to efficiently manage operations while maintaining data consistency

Benefits and Examples of Integrating Google Sheets and Money Forward Admina

Benefit 1: Eliminate redundant tasks and achieve efficiency

In managing employee information, manually updating information in both Google Sheets and Money Forward Admina requires time and effort. By automating this process, you can eliminate the hassle of entering the same information into multiple systems, thereby improving operational efficiency.
Additionally, the possibility of errors is reduced. For example, when you change an employee's email address and enter it into Google Sheets, it is automatically reflected in Admina as well, preventing forgotten entries or human errors.

Benefit 2: Support rapid sharing with speedy information updates

Changes in Google Sheets are quickly reflected in Money Forward Admina, allowing you to keep employee management information always up-to-date. For instance, when a new employee joins, simply entering the information into Google Sheets will smoothly reflect it in Admina, enabling quick setup of necessary SaaS tool accounts.
This leads to swift and accurate information sharing, as company personnel such as HR no longer need to spend time verifying data consistency.

Benefit 3: Reduce update management costs

By automatically linking employee management information in Google Sheets with Admina, unnecessary account management is simplified, leading to cost reduction. For example, when information about a resigned employee is updated in Google Sheets, the account in Admina is smoothly deactivated. As a result, unnecessary costs are reduced, and a quick tool usage environment is provided for new employees.
Automation is especially recommended for companies with frequent employee changes or department transfers, as it reduces manual oversight and management delays.

Now, let's use the no-code tool Yoom to explain the method of "updating Money Forward Admina information when the employee management sheet in Google Sheets is updated".

[What is Yoom]

How to Update Money Forward Admina Information When the Employee Management Sheet in Google Sheets is Updated

This is a flow where when the employee management sheet in Google Sheets is updated, the information in Money Forward Admina is also updated.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

We will create it in the following major processes.

Integrate Google Sheets and Money Forward Admina with My Apps
Create an employee management sheet in Google Sheets
Copy the template
Set triggers in Google Sheets and actions in Money Forward Admina
Turn on the trigger and complete the preparation for launching the flow bot

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If you are already using Yoom, please log in.

Step 1: Integrate Google Sheets and Money Forward Admina with My Apps

First, to integrate Google Sheets and Money Forward Admina with Yoom, register them in My Apps.
By completing the My Apps registration first, you can smoothly set up automation.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for and select Google Sheets and Money Forward Admina to proceed to the next screen.

‍〈For Google Sheets〉

On the above screen, click "Sign in with Google" and log in with the Google account you want to integrate on the following screen.

Confirm the account to be integrated and click "Next".

Check "View, edit, create, and delete all of your Google Drive files" and click "Continue" to complete the registration in My Apps.

‍〈For Money Forward Admina〉

Enter the account name (any name) and access token, and click "Add".
Once "My Apps have been registered." is displayed, the integration is complete.‍

‍〈How to Obtain the API Key to Enter as an Access Token〉

Enter any API key name and click "Generate".

Once the API key is generated, click "Copy" and return to the Yoom screen to paste it in the access token field.

Next, proceed with the setup using the template.
Log in to Yoom and click "Try it" on the banner below.

Step 2: Create an Employee Management Sheet in Google Sheets

If you haven't created an employee management sheet in Google Sheets yet, let's create one.
This time, it was created as shown in the image above.

Step 3: Set Triggers in Google Sheets

Set triggers in Google Sheets. Click on "When a row is added".

Review the content and click "Next" to proceed to the page shown in the image below, "App Trigger API Connection Settings".

You can select "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
For "Spreadsheet ID" and "Sheet ID", either enter the ID directly or click the input field to search for the sheet name.
Set "Table Range" and "Column with Unique Values" while checking the relevant sheet.

※ Please note that the maximum range of tables that can be set and the shortest trigger interval may vary depending on the plan.

Once each item is set, click "Test".

Ensure that the output displays the information from Google Sheets and click "Save".

Step 4: Set Actions in Money Forward Admina

Set actions in Money Forward Admina. Click on "Update Identity".

Review the content and click "Next" to proceed to the "API Connection Settings" page.

The "Organization ID" can be checked by logging into Money Forward Admina and viewing the screen below.
‍

Click each item field and select the value from Google Sheets from the suggestions shown in the image below.

Once each item is set, click "Test".

Ensure that the output displays the information from Money Forward Admina and click "Save".

Now you are ready to run the Flowbot.
When the message "All settings are complete!" is displayed, click "Turn on Trigger". Well done!

With this, whenever the employee management sheet in Google Sheets is updated, the information in Money Forward Admina will also be automatically updated.

Other Examples of Automation Using Google Sheets and Money Forward Admina

There are many other examples of automation using Google Sheets and Money Forward Admina at Yoom, so here are a few.

1. Record Monthly Expenditure per Service from Money Forward Admina in Google Sheets

This is a flow to record the monthly service expenditure in Google Sheets using Money Forward Admina. It allows for automatic synchronization of monthly service expenditures, reducing the effort required for verification and transcription.

2. Add employee information to Money Forward Admina when registered in kintone

This flow automatically adds employee information to Money Forward Admina when it is registered in kintone. This streamlines the input process, reducing the workload for HR personnel and preventing input errors caused by human mistakes.

3. Add employee information to Money Forward Admina once registered in SmartHR

This is a flow where employee information registered in SmartHR is automatically added to Money Forward Admina. It is recommended for those who frequently hire new employees or part-timers and find it cumbersome to register them in multiple systems.

Summary

How was the content of this article? By integrating Google Sheets, which is convenient for data management and sharing, with Money Forward Admina, which can improve SaaS management efficiency, you can reduce the hassle of updating information and enhance work efficiency. It is recommended for those who want to prevent errors and omissions due to manual input, maintain the latest employee information at all times, and prioritize risk management.

Experience improved efficiency and accuracy in your operations by utilizing Yoom, which allows you to integrate apps without code.