How to integrate Google Sheets with Misoca to automatically reflect information from Google Sheets in Misoca

As a convenient tool for data management and sharing, Google Sheets is used by many companies. By integrating Google Sheets with Misoca, simply adding client information to Google Sheets will automatically register that information in Misoca. In this article, we will introduce in detail the benefits of integrating Google Sheets and Misoca, as well as simple integration steps using the no-code tool Yoom, with images!

Please read to the end.

Benefits of Integrating Google Sheets with Misoca

Benefit 1: Prevention of Human Error

When manually entering client information into both Google Sheets and Misoca, there is a risk of missing or incorrectly inputting information. If client information is registered incorrectly, it can have a significant impact on future invoice issuance and document management.

By automating this series of processes, you can prevent errors associated with input tasks, as the data will be accurately registered in Misoca by entering client information into Google Sheets just once. This improves data reliability and reduces the effort of checking and correcting information later. Furthermore, accurate data management should enable smooth interactions with clients.

Benefit 2: Effective Use of Time

The automation of "registering a client in Misoca when a row is added to Google Sheets" supports employees in dedicating time to more important tasks. Normally, manually entering client information from Google Sheets to Misoca requires time and effort, and for companies that frequently add new clients, this task burden can be significant.

By automating this flow, the need to manually re-enter information is eliminated, allowing that time to be allocated to other important tasks or strategic work. It is a significant advantage to be able to allocate resources to high-value tasks such as sales activities, customer support, and project management.

[What is Yoom]

How to Create a Google Sheets and Misoca Integration Flow

Step 1: Connect Google Sheets and Misoca with My App Integration

‍

This time, we will introduce the automation of "registering a client in Misoca when a row is added to Google Sheets."

When a row is added to Google Sheets (App Trigger)
Create a client in Misoca
Update the record in Google Sheets

The structure of the app integration is as shown above.
It's surprisingly simple, so it should be easy to set up!

From here, we will explain with images how the integration progresses while showing the actual Yoom screen.

Copy an Existing Template

By using the above template, you can easily automate the process.
※ A Yoom account is required. >> Register here
Just press "Try it" to complete the copy!

If a popup like the one below appears, the template copy was successful.
Let's proceed with the actual setup!

‍

Step 1: Connect Google Sheets and Misoca with My Apps

First, as preparation, connect Yoom with the app.

After logging into Yoom, select "My Apps" from the left menu.

After the screen transition, please press "+ New Connection".

Enter the name of the app you want to connect in the search window, and follow the on-screen instructions to log in or sign in to complete the connection.
This time, we will register "Google Sheets" and "Misoca".
Once registration is complete, icons will be displayed in the My Apps list.

For details on what you can do by connecting with Google Sheets, clickhere

‍
Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

‍

Step 2: When a row is added to Google Sheets (App Trigger)

For the behavior when testing with the Google Sheets triggerclick here

First, we will set up the app trigger.
Click the "When a row is added" enclosed in a red frame.
Enter the account information to be linked and press "Next".

When the screen transitions, it will look like the following.

Proceed with the input while checking the setup method and the notes at the bottom of the input field.
* Especially, please make sure to set the column with a unique value to always have a unique value. If the values are duplicated, it may not work correctly.

[Notes]

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes.
* The shortest activation interval varies depending on the plan. For details, please see this page.

In this example, we have set it to operate every 5 minutes.
Customize it according to your environment!

Scroll down to see the output displayed.
It can be used in the settings on the linked app side, but you can skip it here as we won't be setting it.
Press "Save" to return to the initial screen.

Step 3: Create a Client in Misoca

Next, proceed with the setup of "Create a Client in Misoca".
Enter the account information to be linked and press "Next".

Since we want to automatically reflect the information from Google Sheets in Misoca, we will use the output here. * You can select the output by clicking the input field.

There is a note at the bottom of the input field, so proceed while checking it.
As an example, I set the output obtained from Google Sheets in the "Client Name".

Refer to the image below and input the other items in the same way.

Once the setup is complete, press "Save" to return to the initial screen!

Step 4: Update Google Sheets Records

The definition of the range settings for "Integrate with Apps" and "Operate Database" in Google Sheetsclick here

Finally, proceed with the setup of "Update Google Sheets Records".
Enter the account information to be linked and press "Next".

"Database Integration" will appear, so please enter all the items below.

Proceed while checking the setup method and the notes at the bottom of the input field!
* You can select the output by clicking the input field.

The image is to filter with ① and update with the condition of ②.
In this example, I set it to "Select the one that matches the client name and update the client ID".

Customize it according to your environment!

Once the input is complete, scroll down to check the Detailed Settings.
* Here, you can set errors and intervals.

When you press "Save", the following popup will be displayed.
Press "Turn on Trigger", and if the trigger at the top of the initial screen looks like the image, it's OK!

This completes the setup for "When a row is added to Google Sheets, register a client in Misoca".

Good job!

Other Automation Examples Using Google Sheets and Misoca

There are many other examples of automation using Google Sheets and Misoca on Yoom, so here are a few introductions.

① This is a flow where an invoice status marked as billed in Misoca is added to Google Sheets. You can easily manage the number of completed tasks.

② This is the flow for registering a new client in Misoca using the input form content. Automatic registration of new clients can be completed solely through the integration of Yoom and Misoca.

Summary

In this article, we introduced the automation of "registering a client in Misoca when a row is added to a Google Spreadsheet." By integrating Google Spreadsheets with Misoca, you can automate the input of client information and improve operational efficiency. By utilizing Yoom, you can connect apps with intuitive operations even without specialized knowledge, making it reassuring for first-time users.

Please refer to this article and try automating Google Spreadsheets and Misoca!