How to integrate kintone with freee Accounting to register sales transactions in freee Accounting when the status is updated in kintone.

If you manage sales transactions in both kintone and freee accounting, wouldn't it be convenient if sales were automatically registered?
The solution to this problem is the integration of kintone and freee accounting.
By integrating, you can expect to reduce manual errors and accelerate the speed of your operations.
This article will explain in detail the specific method of automatically reflecting status updates in kintone to freee accounting and its benefits.

Benefits of Integrating kintone and freee Accounting

Benefit 1: Reduction of Data Entry Work

By automatically reflecting sales transactions in kintone to freee accounting, manual data entry becomes unnecessary.
This automation reduces the time and effort spent on manual work when handling large volumes of sales data.
With less manual input, the risk of input errors is also reduced, and accurate data transcription can be expected.
Moreover, reducing manual input processes alleviates the workload of the person in charge and leads to securing time for core tasks.
Along with overall business efficiency, cost reduction through shortened work time can also be expected, making it effective for companies that allocate many resources to input tasks.

Benefit 2: Achieving Consistency in Procedures

Traditionally, it was necessary to manually reflect the sales transactions managed in kintone to freee accounting.
However, by automating, the registration flow of sales data is standardized, and consistent procedures can be expected.
With a consistent process, confusion and errors due to differences in procedures by each person in charge are less likely to occur, leading to the safe management of sales and transaction information.
Additionally, since all data is processed in the same flow, it becomes easier to grasp and manage the progress status.
Furthermore, in situations such as business handovers and training of new employees, the consistency of the process allows for efficient implementation.

How to Create a Flow for Integrating kintone and freee Accounting

So far, we have introduced the benefits of integrating kintone and freee accounting.
Let's quickly integrate the apps we will use this time with Yoom!
Once the registration of My Apps is complete, we will create a flow bot to "register sales transactions in freee accounting when the status is updated in kintone."

[What is Yoom]

This time, we will follow the steps below.
Let's set it up together!

Integrate kintone and freee accounting with My Apps.
Copy the template "Register sales transactions in freee accounting when the status is updated in kintone".
Trigger: Set "When a record is edited (Webhook trigger)" in kintone.
Set "Retrieve record".
Set "Register settled transactions" in freee accounting.
Turn on the trigger to complete.

Step 1: My App Integration

‍Integrating My Apps first will make the subsequent setup smoother.
First, let's integrate the kintone and Yoom you are using.
Select My Apps → New Connection from the left side of the Yoom page.

Search for kintone.
Check the My App registration method and integrate.
If registration does not go well, refer to the help page.

Next, integrate with freee accounting.
When the app integration start screen appears, check the contents and select Allow.
Integration is complete when kintone and freee accounting are displayed in My Apps.

‍Step 2: Set Triggers and Actions

‍This time, we will proceed using this template.
Open the template page and click "Try this template".
If you are using Yoom, please log in, or if you are new, please register as a member.
If you proceed as it is, the template is automatically copied to the workspace.
Change the template name as needed.
Click My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Things to Prepare

A kintone app with sales transactions recorded.
The client ID is the "●●●●" part in the "partners/●●●●/edit" of the client edit page URL.
Make sure the status is the very first one.

First, let's set up the app trigger.
Select "When a record is edited (Webhook trigger)".
The title can be changed as desired.
After confirming the account information to be linked, proceed to the next step.
In the following screen, refer to this article to set up the Webhook event reception for the app trigger.

Since we are using the status update as a trigger this time, we will also set up kintone's process management.
Select Settings List → Process Management.
Refer to here.

This time, we set up the process as follows.

Once the process setup is complete, advance the status of the test record to Settled.
Click Test and save when the kintone record information is reflected in the output.
Next, click "Retrieve Record".
To link the database, select from the output as follows.

Proceed to the next step and set the conditions for the record you want to retrieve.
Select {{Record ID}} from the output and test.
If successful, the record information will be reflected in the output, so save it once confirmed.

Next, click "Register Settled Transactions".
Please also confirm the account information to be linked.
Proceed to the next step and set the items.
You can select the transaction type from Income and Expense.

Select the client ID from the output as follows.

If the integration is complete, a list will be displayed in the candidate fields for tax classification code and account ID.

Set the remaining items as well.

Select the account classification from the list.

Select the payment date from the output.

Test this as well, and save if successful.
Check in freee accounting.

The transaction has been successfully registered!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming could proceed easily.

Here is the flowbot used this time ↓

Other Automation Examples Using kintone and freee Accounting

Additionally, Yoom offers flows using kintone and freee Accounting, which we will introduce here.

1.A flow to register a client in freee Accounting when a record is registered in kintone.

It creates a client using the record information from kintone.
This prevents the hassle of manual registration and registration errors.

2.Flow to create an invoice in freee using kintone data.

When there are many client companies, manually creating invoices can be time-consuming.
By using this flow, invoices can be automatically created using kintone data.

3.This is a flow to add to the kintone database when an expense claim is approved in freee Accounting.
Recommended for those who have been manually transferring expense claim details to kintone.
By looking at the kintone app, anyone can check the details of the expense settlement.

Summary

This time, we introduced a flowbot that "registers sales transactions in freee accounting when the status is updated in kintone".
By integrating kintone and freee accounting, it will contribute to improving efficiency and accuracy in operations.
Especially by utilizing the no-code tool Yoom, you can easily integrate apps and reduce the burden of manual work.
This allows companies to focus resources on more important tasks, potentially improving the overall quality of operations.

Please try integrating kintone and freee accounting using this article as a reference.
You can register for Yoom for free from here. →Get Started