How to Register Customer Information in Money Forward Kakebarai When It Is Registered in Google Sheets

You can set it up in the following 4 steps.

1. Register Google Sheets and Money Forward Kakebarai as My Apps
2. Open the template
3. Set triggers and actions
4. Verify the automation of Google Sheets and Money Forward Kakebarai

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Step 1: Register Google Sheets and Money Forward Kakebarai as My Apps

To connect Google Sheets and Money Forward Kakebarai to Yoom, please register them as My Apps.
Registering as My Apps first will make the automation setup smoother.

First, register Google Sheets as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so search for Google Sheets or search from "Search by App Name".

The following screen will be displayed, so log in to Google Sheets.

Next, register Money Forward Kakebarai as My App.
Select Money Forward Kakebarai in the same way as before.
When the following screen is displayed, make the settings.
Obtain the API key from here.
Check the explanation and set "Account Name" and "Access Token".

If Google Sheets and Money Forward Kakebarai are displayed in My Apps, registration is complete.

Step 2: Open the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to change them, you can do so from the screen below.
To set up Google Sheets initially, click "When a row is added".

Step 3: Set Triggers and Actions

When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information to link with Google Sheets" → Verify if correct
• "Trigger Action" → When a row is added
  

The method of setting will be displayed, so please check it.

Move to Google Sheets and set up customer information for testing.
It was set up as follows.

Return to the Yoom screen and make the settings.

• "Trigger Interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  *Note that the trigger interval varies depending on the plan.
• "Spreadsheet ID", "Sheet ID" → Select from candidates
• "Table Range (Start)" → In this case, A
• "Table Range (End)" → In this case, H
  *Specify the alphabet of the column where the items end.
• "Column with Unique Values" → Specify a column where values do not duplicate
  *Ensure it is a column with unique values.
  If values are duplicated, it may not work correctly, so be careful.
  This time, we specified column A for the customer number. Which column to specify is set as desired.

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up Money Forward Kakebarai, click "Customer Registration".
When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information to link with Money Forward Kakebarai" → Verify if correct
• "Action" → Customer Registration
  

Please check the displayed precautions.

When the following screen is displayed, use the output of "When a row is added" to set the required items.
Click the arrow in the red frame to select the output.
Set other required items in the same way, and click "Test" → "Test Successful" → "Save".

Next, to set up updating records in Google Sheets, click "Update Records".
When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information to link with Google Sheets" → Verify if correct
• "Execution Action" → Update Records
  

Scroll and set up "Database Integration".

The method of setting will be displayed, so please check it.

When the following screen is displayed, set the "Conditions for the record you want to update".
Use the unique value entered at the time of the trigger to search for the target record.
It was set as follows.

Scroll and set the "Values of the record after update".
Since you will update the ID obtained from Money Forward Kakebarai, use the output from Money Forward Kakebarai and set it as follows.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Verify the Automation of Google Sheets and Money Forward Kakebarai

Finally, click "Turn on Trigger" to complete the automation settings.
Make sure the flowbot starts correctly.

Flowbot template used this time
When a row is added to Google Sheets, register the customer in Money Forward Kakebarai

Examples of Automation Using Other Google Sheets and Money Forward Kakebarai

1. This is a flow where invoices are automatically added to Google Sheets once they are issued with Money Forward Kakebarai.
You can manage invoice data in Google Sheets, making it easier to share data.
This eliminates the need for manual entry and prevents human error.

2. This is a flow that automatically reflects the list of unpaid invoices in Money Forward Kakebarai to Google Sheets.
You can automatically check the list of unpaid invoices according to the specified date and time, eliminating the need for manual input.
This automation is recommended for those who want to streamline the management of unpaid invoices.

3. This is a flow where an invoice is automatically issued in Money Forward Kakebarai when the status in kintone is updated.
Invoices can be issued automatically, freeing you from the hassle of creating them manually.
You no longer need to check for status updates, allowing you to work smoothly.

Summary

This time, we introduced a flow that automatically registers customer information into Money Forward Kakebarai when it is registered in Google Sheets.
With this automation, you can avoid manual input errors and reduce working time.
This automation seems to be effective especially for companies that require accurate data management.
Be sure to implement this automation to further streamline your operations.

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