How to integrate Google Sheets with NP Kakebarai to register a transaction in NP Kakebarai when a row is added in Google Sheets.

If you have implemented NP Kakebarai and are storing transaction information separately in Google Sheets, it is recommended to integrate these two apps. This integration can eliminate the need to manually transfer transaction information from Google Sheets to NP Kakebarai, potentially making data management more efficient. By reducing the input workload through app integration, it should also help alleviate the burden of tasks. Detailed explanations with images are provided, so why not take this opportunity to implement automation? Recommended for: - Companies that have implemented NP Kakebarai and are inputting transaction information separately into Google Sheets. - Those who want to reduce the effort of entering transaction information from Google Sheets into NP Kakebarai. - Companies aiming to reduce the burden of administrative tasks such as data entry by implementing automation. Benefits and Examples of Integrating Google Sheets with NP Kakebarai Benefit 1: Reducing the Burden of Data Entry By performing this integration, transaction data accumulated in Google Sheets can be automatically transferred to NP Kakebarai. This is expected to reduce the workload. For example, previously, when transferring data from Google Sheets to NP Kakebarai, manual input was required. With automatic transfer, data entry tasks can be reduced, potentially alleviating the burden of input work. If there are many cases that need to be transferred, you should feel the benefits of this advantage significantly. Benefit 2: Maintaining Data Accuracy With the automatic transfer of data from Google Sheets to NP Kakebarai, it is expected to prevent human errors such as input mistakes, making it easier to maintain data accuracy. For instance, if there are discrepancies between the data in Google Sheets and NP Kakebarai due to input errors, correct billing may not be possible. However, by integrating apps and implementing automation, you can transfer the data from Google Sheets as it is. As long as there are no errors in the Google Sheets data, you can add accurate information to NP Kakebarai, potentially increasing data accuracy. Benefit 3: Strengthening Interdepartmental Collaboration Strengthening collaboration between the department that inputs data into Google Sheets and the department that manages it with NP Kakebarai can also be expected. For example, if the sales or marketing department manages company information and amounts in Google Sheets, adding a new row will transfer the data to NP Kakebarai, allowing the department using NP Kakebarai to smoothly check the latest data. If data can be easily confirmed without separate communication, operations will become smoother, and efficient data management will be easier to achieve. Now, let's introduce the flow of integrating the apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to actually operate and check the usability. [About Yoom] This time, we will automate the process of "registering a transaction in NP Kakebarai when a row is added in Google Sheets" using the following template.

How to Create a Workflow for Integrating Google Sheets with NP Kakebarai

The integration workflow is broadly divided into the following processes.

・Integrate Google Sheets and NP Kakebarai with My Apps
・Set up to launch Google Sheets
・Configure to transfer data to NP Kakebarai
・Turn on the trigger button and verify the integration between Google Sheets and NP Kakebarai

Step 1: Integrate Google Sheets and NP Kakebarai with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration of Google Sheets and Yoom

1. Search

Click the Google Sheets icon.

2. Select Account
Press the Google account of the Gmail address to be linked with Yoom.‍

3. Log in to Yoom

You will be redirected to the image page, read the terms and click next.‍

4. Yoom is requesting additional access to your Google account
Press continue.
When you move to the authentication screen, select <span class="mark-yellow">Allow all permissions</span>.

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

6. Prepare Google Sheets
‍Prepare the Google Sheets that manage the data you want to transfer to NP Kakebarai.

<span class="mark-yellow">The following items must be prepared</span>

・NP Purchase Company ID → Set with any string
・Request ID → Up to 8 alphanumeric characters that do not duplicate with others
・Merchant Transaction ID → Up to 40 alphanumeric characters that do not duplicate with others
・Merchant Transaction Order Date → In YYYY-MM-DD format
・Transaction Amount
・Item
・Unit Price
・Quantity

Integration of NP Kakebarai and Yoom

1. Search

Click the NP Kakebarai icon.

2. Enter Required Items

Enter the required items using Base64 encoding.
For more details, please check here regarding Base64 encoding.
The account name can be anything you like. It is recommended to set something easy to understand, such as the company name or the person in charge.

3. Add
Once the required items are set, press add at the bottom right.

If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register

* If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Google Spreadsheet Launch Settings

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click "【Copy】Register transactions with NP Kakebarai when a row is added in Google Spreadsheet".‍

3. Select App Trigger

Click "When a row is added" on the Google Spreadsheet icon.
Since the title and other settings are complete, press Next.‍

4. Set Trigger Launch Interval

Set the launch interval.
Triggers can be set to launch at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest launch interval varies depending on the plan.

5. Enter ID

Follow the supplement at the bottom of the box and set it from the candidates. Click the box.

Since the data from Google Spreadsheet will be displayed in a list, click the one you want to link with NP Kakebarai and insert it.
Similarly, set the sheet ID.‍

6. Enter Table Range, etc.

Specify the table range, etc.

This time, the table range of the prepared Google Spreadsheet will be A to I.

The unique key was created as a request ID in column C.
Therefore, the setting will be as shown in the image.

7. Run Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Set Up Data Transfer to NP Kakebarai

1. Integrate with App

Click "Register Transaction" in NP Kakebarai.
Since the title and other settings are complete, press Next.‍

2. Set Required Fields

Link the data from Google Spreadsheet to each box.
First, click the box.

Select the Google Spreadsheet icon.

The data managed in Google Spreadsheet will be displayed in a list.
Click and insert the data that matches the box item name.

Once inserted, it will look like the image.

Set the other boxes in the same way.

4. Run Test

Once the data insertion is complete, press the test button.
If "Test Successful" is displayed, the setup is complete. Press Save.‍

5. Turn On Trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration.

Flowbot template used this time
‍Register transactions with NP Kakebarai when a row is added in Google Spreadsheet

Other Automation Examples Using Google Sheets and NP Kakebarai

There are many other examples of automation using Google Sheets and NP Kakebarai in Yoom, so here are a few to introduce.

1. Request Billing with NP Kakebarai When a Row is Updated in Google Sheets

By setting up statuses in the prepared Google Sheets and changing the billing status, billing can be automated.

2. Create a contact in HubSpot when a row is added in Google Sheets

If you are managing leads using Google Sheets, integration with HubSpot is also recommended. You can automate the creation of contacts.

3. Notify Slack when a row is added in Google Sheets

You can also notify Slack when new data is added to Google Sheets. It is recommended to use this in combination with the automation introduced this time.

Summary

By integrating Google Sheets with NP Kakebarai, data transcription tasks can be automated, potentially reducing the workload. If there are no errors in the data in Google Sheets, it becomes possible to synchronize accurate information, which may help maintain the accuracy of NP Kakebarai's transaction data.
Handling data involving money and deadlines should be done carefully to avoid mistakes. However, being overly cautious can consume time and make efficient work difficult.
In such cases, why not consider implementing automation to improve operational efficiency?