How to link Google Sheets with NP Kakebarai to request an invoice in NP Kakebarai after updating a row in Google Sheets
How to Integrate Applications
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2024/12/01
How to link Google Sheets with NP Kakebarai to request an invoice in NP Kakebarai after updating a row in Google Sheets
k.ueno
The data handled in invoice issuance operations often contains important information, and mistakes are generally not tolerated. In such cases, integrating Google Sheets with NP Kakebarai can automate part of the invoicing process. Implementing this automation flow can also help prevent input errors and incorrect information transfer. This article provides a detailed explanation of how to achieve task automation without programming.
Recommended for:
- Accounting personnel at companies using Google Sheets and NP Kakebarai who want to streamline administrative tasks through integration.
- Personnel at companies managing billing details with Google Sheets.
- Business owners looking to prevent errors in billing processes with clients.
- Website operators who want to automate regular product or service billing tasks.
- Executives aiming to reduce the burden of billing tasks and improve operational efficiency.
Benefits and Examples of Integrating Google Sheets and NP Kakebarai:
1. Centralized Data Management
By centrally managing customer billing information in Google Sheets and processing invoices through NP Kakebarai, data is maintained with accurate information. Additionally, past records can be easily referenced, ensuring transparency in billing data. For example, even if the person in charge changes, all data can be checked on Google Sheets, allowing the new person to quickly take over the tasks. Maintaining data integrity makes subsequent tracking or investigation easier, which may facilitate handling audits.
2. Prevention of Billing Errors
Manual billing processes carry the risk of input errors or missed invoices. By automatically requesting invoices from NP Kakebarai based on row updates in Google Sheets, updated data is directly reflected, eliminating the risk of billing with incorrect information. For instance, when a client's order details change, utilizing this automation flow enables accurate billing processing, minimizing operational issues.
3. Reducing the Burden on Personnel
By managing customer information and order details in Google Sheets and setting up a system where row updates automatically trigger invoice requests in NP Kakebarai, the manual effort required for billing can be reduced. As a specific example, with this automation flow, regularly delivered products will have their billing details automatically requested from NP Kakebarai based on updated information in Google Sheets. This prevents information leaks and manual errors, allowing employees to spend less time on billing tasks and potentially allocate resources to other operations.
[Yoom Overview]
Now, let's create a flowbot using the template "Request an invoice from NP Kakebarai when a row is updated in Google Sheets."
How to Create a Google Sheets and NP Kakebarai Integration Flow
The process to complete the flow will proceed as follows.
・Integrate Google Sheets and NP Kakebarai with My Apps ・Copy the template ・Set triggers in Google Sheets and check branching actions, followed by NP Kakebarai settings ・Turn on the trigger
Let's start by making a new connection for the apps you want to integrate.
・Integrate Google Sheets and NP Kakebarai with My Apps
(1) First, connect Google Sheets to My Apps. After logging into your Yoom account, click "My Apps" on the left column and search for Google Sheets from "New Connection".
Search for and click on the Google Sheets app icon.
(2) Click "Sign in with Google", and you will be taken to a screen to select an account. Choose the account you want to integrate from the management accounts on the right. After selection, you will be taken to the sign-in screen, so please complete the authentication. The first Google Sheets connection is now complete.
(3) Next, integrate the NP Kakebarai app. Select NP Kakebarai in the same way as registering Google Sheets with My Apps.
(4) Enter the "Account Name", "Device ID", "Merchant Code", and "SP Code" for the NP Kakebarai you want to integrate, and click [Add].
If the settings are done correctly, you will be taken to the My Apps screen of your Yoom account with the two apps added. Now, the two apps are connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.
The template will be copied, so click the "OK" button.
Move to the "My Projects" screen of your Yoom account and check the template content.
There are three configuration flows, including a branching action.
・Google Spreadsheet Trigger Settings
(1) First, set up the Google Spreadsheet app trigger.
From the My Projects on the left side of your Yoom account screen, click "【Copy】When a row is updated in Google Spreadsheet, request billing with NP Kakebarai".
After clicking, the template content will be displayed as shown in the screen below.
(2) First, click on the trigger "When a row is updated".
(3) Enter the account information to be linked and click [Next]. On the next screen, enter the information for "Trigger Activation Interval" and "Spreadsheet ID".
Select any of the following for "Trigger Activation Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *Note that the trigger activation interval varies depending on the plan.
(4) For the "Spreadsheet ID" and "Sheet ID" fields, click the input bar to expand the information obtained from the account as "candidates" as shown in the screen below. Let's also make use of this information.
(6) After entering the information, click [Test], and if there are no issues, click [Save]. In this step, you can obtain information as output as shown below. The output information can be referenced and utilized in subsequent steps, as noted by "This value can be used in other operations."
・Check Branching Actions
(1) The second branching action is already set. Click "Command Operation" and check the settings.
(2) In this template, as shown in the screen below, the branching target output is specified as "Operation" for 'When a row is updated' and "Output" as 'Status'. Set "Output" and "Branching Conditions" as needed according to the situation. (In this case, it is set to be processed as 'OK' when it equals the value)
(3) After checking or optionally changing the settings, click [Save].
・Branching is a feature (operation) available with a Mini Plan or higher. If you are on a Free Plan, the operation of the flowbot you have set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・NP Kakebarai Settings
(1) Finally, click the third action "Request Billing".
(2) Enter the account information to be linked with NP Kakebarai and click [Next].
(3) On the next screen, enter the information for "NP Transaction ID" and "Invoice Issuance Reference Date". Click the input bar to select the output. As an example, the following is a reference and setting of the output information [Merchant Transaction ID] and [Merchant Transaction Order Date] obtained from the previous step.
(4) By selecting "Switch to Test Environment", you can also test in the NP Kakebarai test environment. If you are conducting in the production environment, proceed without selecting it.
(5) After setting, click [Test], and if there are no issues, click [Save].
This completes the setup.
・Turn ON the Trigger
By clicking the red-framed part "Turn ON the Trigger" on the screen below, the flowbot will start automatically.
Here is the template used this time
Other Automation Examples Using Google Sheets
There are other examples of automation using Google Sheets on Yoom, so here are a few introductions.
Create and Send Invoices via Email Using Google Sheets
This is a flow where an invoice PDF is automatically created and sent via email based on an invoice template created in Google Sheets and information from an input form. By simply entering the necessary information into the input form, you can automate the process from creating to sending invoices.
AI Automatically Reads Purchase Orders and Stores Information in Google Sheets
This is a flow where AI automatically reads purchase order data submitted through a form and stores that information in Google Sheets. There is no need to manually enter the contents of the purchase order, allowing for accurate addition of information to the database.
Automatically Generate and Send Estimates via Gmail from Updated Information
This is a recommended flow for those who want to reduce manual tasks and communication by automating the process. By simply entering the necessary information into a Google Spreadsheet, the entire process from generating to sending estimates is automated. This reduces manual work time and is expected to improve operational efficiency.
Summary
The integration of Google Sheets and NP Kakebarai using Yoom can contribute to improving the efficiency of accounting operations and may aid in the future growth of your business. By leveraging numerous benefits such as centralized data management, prevention of billing errors, and reduction of the burden on staff, it is expected to enhance the productivity of teams and companies.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
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