Integrate kintone with Rakuraku Meisai to download form data from kintone as a CSV at a specific date and time and bulk import it into Rakuraku Meisai.

Many people may be worried about the complexity and burden of processing monthly billing data. The task of manually extracting data from Kintone, formatting it into CSV, and importing it into Rakuraku Meisai is time-consuming. The solution to this problem is app integration using Yoom. You can easily set up a flow to automatically extract data from Kintone at a specific time and import it into Rakuraku Meisai, supporting operational efficiency. Furthermore, since no programming knowledge is required, even beginners can implement it with confidence. This article introduces specific setup procedures and their benefits. Recommended for: - Those using Kintone and Rakuraku Meisai - Users of Rakuraku Meisai's billing system aiming to streamline billing operations - Rakuraku Meisai billing system managers considering reducing workload during peak periods - Those exploring AI-integrated Rakuraku Meisai solutions - Those wanting to integrate Kintone and Rakuraku Meisai's billing system Benefits and examples of using Kintone and Rakuraku Meisai integration and CSV operation features: Benefit 1: Operational efficiency and reduction of human error Manually extracting data from Kintone, creating CSV files, and importing them into Rakuraku Meisai is often time-consuming and prone to errors. For instance, companies issuing invoices based on sales data on the 20th of each month can automate these tasks at a specific time, ensuring all necessary data processing is completed before the start of work. This not only significantly reduces working hours but also minimizes input and data conversion errors, improving data quality. Additionally, reducing the workload allows employees to allocate time to other important tasks. Benefit 2: Improved cash flow through quick billing processing Quickly processing monthly billing data directly impacts cash flow stability. For example, if invoices need to be sent to customers by the 10th of the following month after the end of the month, setting up a system to automatically extract accumulated form data from Kintone at a specified time and import it into Rakuraku Meisai using AI can streamline billing processes. By speeding up this process, the time-consuming manual issuance of invoices can be completed in a short period, significantly reducing the time until they are sent to customers. As a result, the accounts receivable collection cycle improves, leading to smoother company cash flow. Benefit 3: Reducing workload during peak periods At times when form processing is concentrated, such as the end of the month or quarter, manual work is limited in resources, increasing workload. For example, if invoices need to be issued simultaneously to multiple customers, automating the process from data extraction from Kintone to import into Rakuraku Meisai using AI can efficiently distribute the vast amount of work that previously overwhelmed managers. Utilizing this system can reduce the workload during busy periods and lower stress for managers, potentially leading to stable business operations. How to create an automated flow using Kintone and Rakuraku Meisai integration and CSV operation features: From here, we move on to setting up a flow using Yoom to integrate Kintone and Rakuraku Meisai and utilize CSV operation features. This flow involves "downloading form data from Kintone in CSV format at a specific time and bulk importing it into Rakuraku Meisai."

The general flow of the setup is as follows. - Connect kintone and RakuRaku Meisai with My Apps, prepare the Google Chrome extension - Copy the template - Detailed settings for kintone and RakuRaku Meisai - Turn on the trigger You can set it up without programming knowledge, so let's start with the preparation for the setup. Note that AI operations (CSV operations) are only available with some paid plans. If your plan is not eligible, the operations of the flowbot you have set will result in an error, so please be careful. Paid plans offer a 2-week free trial, during which you can use restricted apps and AI features. [What is Yoom] Step 1: Connect kintone and RakuRaku Meisai with My Apps, prepare the extension In this flow, there are operations using the Google Chrome extension in addition to the apps to be linked. It's not a difficult setup, so let's proceed with the preparation. My Apps Connection First, set up the My Apps connection for Yoom, kintone, and RakuRaku Meisai. After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu. When the "New App Connection" window appears, search for each app name. For kintone My Apps connection, you need to enter three items: Subdomain, Client ID, and Client Secret. Obtain the subdomain from the URL and the others from "cybozu.com Common Administration" after logging into kintone. Please refer to the following link for the content to be entered in the settings. kintone My Apps Registration Method For RakuRaku Meisai My Apps connection, you need to obtain the domain and account name from the URL and the access token from the settings screen. Once the My Apps connection is complete, it will be displayed in the app list. This completes the My Apps connection. Google Chrome Extension Settings Set up the Google Chrome extension for the "Operate Browser" flow. This feature is available with the Success Plan (also available during the 2-week trial period). First, obtain the extension from the link below. Yoom Browser Operation Setting Tool Once downloaded, turn on "Allow operation in incognito mode" in the detailed settings screen. It is recommended to pin it to the toolbar for easier operation later. Once this setting is done, return to Yoom and reload the page to complete the setup. For more details, please refer to the link below. How to Set Up "Operate Browser" Now the preparation is complete. Click "Try it" from the banner below to copy the template and proceed to the specific settings.

Step 2: Set Up App Trigger

The initial setting is "When the specified schedule is reached." You can specify dates, days of the week, etc., to automatically run the flow periodically.

You can also set the time, so adjust it according to your business needs. With Cron settings, more detailed configurations are possible. Please refer to the link below for setting it up.

How to Set Up Cron Settings

Once the settings are complete, click "Save" to finish setting up the app trigger.

Step 3: Operate the Browser

Next is the "Operate the Browser" setting. This setting allows you to automate pre-specified actions within kintone.

Specifically, it involves "logging into kintone, exporting a file, and downloading a CSV."

Once the page is open, click "+" and select "Access URL."

You can freely set the action name, specify the kintone login URL, and then click "Save."

Next, move to the actual kintone page and perform operations by clicking "+" → "Specify Operation in Browser" and entering the previously mentioned URL. When the Cybozu login screen appears in a separate window, specify each action one by one and proceed with the operations.

The flow set this time is as follows, so please refer to it.

① Access a specific kintone app URL

② Enter kintone ID

③ Enter kintone password

④ Click Login

⑤ Click "..."

⑥ Click "Export to File"

⑦ Click "Add All"

⑧ Click "Export"

⑨ Wait "60 seconds"

⑩ Download CSV file

The wait time can be up to 600 seconds. (About Waiting)

After logging in, continue specifying operations and actions, and they will be automatically reflected in Yoom's settings. Once all settings are complete, the action is finished, so return to the Yoom screen and click "Test."

Clicking "Test" will verify if the operations proceed correctly with the previous settings.

If the test is successful, you can obtain the output, and clicking "Save" will complete the browser operation settings.

Step 4: Set Up RakuRaku Meisai

The final setting is "Bulk Import of Form Data CSV." On the first page, account information linked with My Apps is reflected.

The title can be changed, so modify it to something easy to understand and proceed to the next step.

On the next page, set up the import of form data.

Enter the required fields and other necessary items, and at the end, there is a "File Attachment Method." Here, set it to attach the output obtained earlier.

Once you have set it up to this point, execute "Test," and if the values are reflected in the output, click "Save."

This completes all the settings. Finally, turn on the trigger, and the flow will start running.

The flow set this time is as follows. Let's aim for work efficiency by utilizing app integration and Google Chrome extensions!

Other Automation Examples Using kintone and Rakuraku Meisai

Easy Data Integration from Kintone to Rakuraku Meisai

This is a flow where you download data from Kintone in CSV format and upload it to Rakuraku Meisai. It is useful, for example, when you want to streamline the creation of invoices for each client. It helps reduce effort, shorten working hours, and alleviate the burden of invoice management.

Automatically Register Kintone to Core System

This is a method to automatically register Kintone data into the core system using browser RPA. It can be utilized when you want to efficiently reflect order data or inventory information. In addition to reducing workload, it also holds the potential to suppress manual errors and improve speed.

Rakuraku Meisai × Google Spreadsheet Integration

This is a flow that adds Rakuraku Meisai form information to Google Spreadsheets and sends Slack notifications. It is useful for centralized management of forms and smooth information sharing within a team. It also helps prevent information leaks and supports operational efficiency.

Summary

With Yoom, you can easily integrate Kintone and Rakuraku Meisai, streamlining your daily tasks.

Even without programming knowledge, you can set it up, reducing the time spent on manual work and lowering the risk of errors. It's easy to implement even during busy work periods, making it an ideal tool for those looking to improve their operations.
You can register and try it for free, so give it a go. With simple operations, tasks that used to be cumbersome become surprisingly easy. Start a new way of working with Yoom!

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