How to update a client in Money Forward Cloud Invoice when a row in Google Sheets is updated by linking Google Sheets with Money Forward Cloud Invoice
How to Integrate Applications
・
2024/10/09
How to update a client in Money Forward Cloud Invoice when a row in Google Sheets is updated by linking Google Sheets with Money Forward Cloud Invoice
t.yasuda
Managing client information is crucial for companies, but have you ever struggled with manual updates or faced issues due to input errors? In such cases, the integration of Google Sheets and Money Forward Cloud Invoicing, introduced in this article, can be helpful. By adopting this integration, you can automate the updating of client information and prevent manual data entry errors. Additionally, it can save the time spent on manual entry. This article provides a detailed explanation of the integration method and its benefits.
Benefits of Integrating Google Sheets and Money Forward Cloud Invoicing
1. Streamlining Data Entry
Manual data entry is time-consuming and prone to errors. Especially for client information, which is crucial and must not be incorrect, the key is how efficiently and accurately you can perform updates. By integrating the two applications, data updates in Google Sheets are automatically reflected in Money Forward Cloud Invoicing. This reduces the time spent on data entry, allowing you to focus on more important tasks.
2. Quickly Share the Latest Information
In sales and accounting, client information is frequently handled. Therefore, it is very important for members of these departments to always share the latest client information to accelerate the overall business speed of the company. By integrating the two applications, updates in Google Sheets can be quickly reflected in Money Forward Cloud Invoicing. This allows each department to proceed smoothly with their tasks based on the same information, potentially preventing issues caused by information discrepancies.
From here, we will introduce the setup procedure using Yoom's template.
[What is Yoom]
How to Create a Workflow for Integrating Google Sheets and Money Forward Cloud Invoices
Let's integrate Google Sheets and Money Forward Cloud Invoices using Yoom. This workflow is to "update a client in Money Forward Cloud Invoices when a row in Google Sheets is updated".
Integrate Google Sheets and Money Forward Cloud Invoices as My Apps in Yoom
Set up an app trigger in Google Sheets
Configure client updates in Money Forward Cloud Invoices
Set up updates in Google Sheets
The setup is complete with these four steps.
Of course, no advanced programming knowledge is required. Copy the template and start setting it up.
Step 1: Integrate Google Sheets and Money Forward Cloud Invoice with My App
Use Yoom to integrate Google Sheets and Money Forward Cloud Invoice with My App.
1. Integrate Google Sheets with Yoom
(1) First, integrate Google Sheets with Yoom. After logging into Yoom, click "+ New Connection" from "My Apps" on the left side.
(2) Enter "Google Sheets" in the search box and click on the displayed result.
(3) A screen like the one below will appear, click "Sign in with Google".
1. Integrate Money Forward Cloud Invoice with Yoom
(1) Next, integrate Money Forward Cloud Invoice with Yoom. As with Google Sheets, after logging into Yoom, click "+ New Connection" from "My Apps" on the left side. Enter "Money Forward Cloud Invoice" in the search box and click on the displayed result.
(2) A screen like the one below will appear, log in with your Money Forward ID.
Once My App integration is complete, it will appear in the app list as shown in the image below. If you can confirm Google Sheets and Money Forward Cloud Invoice, the setup is complete.
Step 2: Set Triggers in Google Sheets
(1) Once My App integration is complete, open the copied template from "My Projects" and configure the detailed settings.
(2) Click "When a row is updated".
(3) After confirming the account information, click "Next" without changing the trigger action.
(4) Set the trigger interval and enter the details of the sheet to be read.
Note that the time you can set for the trigger interval varies depending on the plan.
(5) Once all items are entered, click "Test" and if no errors occur, click "Save".
Step 3: Configure Client Update in Money Forward Cloud Invoice
(1) Click "Update Client".
(2) Check the account information and click "Next".
(3) On the next page, select the information to be reflected in Money Forward Cloud Invoice from the options.
Choose the output obtained from the previous Google Spreadsheet settings in the appropriate fields.
(4) Once all fields are filled, click "Test", and if no errors occur, click "Save".
Step 4: Update Settings for Google Spreadsheet
(1) Click "Update Record".
(2) You can select the Google Spreadsheet saved in the linked account, so choose the sheet ID and tab name where you want to update the client information.
Once all fields are filled, click "Next".
(3) Set the detailed conditions for the update. Follow the setup instructions and enter the necessary information.
(4) Once all fields are filled, click "Test". If no errors occur, click "Save" to complete the final flow setup.
Turn on the trigger to activate the flow.
With this, when a row in the Google Spreadsheet is updated, the client in Money Forward Cloud Invoice will be updated is complete.
Other Examples of Automation Using Google Sheets
There are many other examples of automation using Google Sheets on Yoom, so here are a few introductions.
1. Read receipts using OCR, store them in Google Sheets, and notify via the official LINE account
The receipt images uploaded to the input form are read using AI and OCR. Receipts can also be uploaded from a smartphone, making it convenient to utilize spare time.
2. Generate an image with OpenAI from the content added to Google Sheets and update the obtained URL in Google Sheets
By automating the process of inputting into OpenAI to generate images, you can save the effort and time of manual input. Additionally, incorporating automation can help prevent input errors.
3. Issue an invoice and send an email when billing information is added to the Google Spreadsheet synchronized with the Yoom database
By synchronizing the Yoom database with Google Spreadsheet, you can automate everything from invoice issuance to email sending. If billing information is available, subsequent tasks can be automated, which is expected to improve operational efficiency. Additionally, automatically transferring information can help prevent human errors.
Summary
By integrating Google Sheets with Money Forward Cloud Invoices, you can expect to streamline your client management tasks. Additionally, automating manual data entry can lead to not only time savings but also a reduction in errors. With Yoom, such integration can be set up without any coding. It's easy for anyone to implement without using complex programming, so take this opportunity to try out the integration.
The person who wrote this article
t.yasuda
I have been involved in various office work as a cram school instructor and writer. I've been working a lot on computers, so I'm always on the lookout for information on how to make my work more efficient. I would like to be able to write articles that can be useful to everyone by making full use of the knowledge I have cultivated through my experiences so far and the information I have collected.
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)
