How to integrate Misoca with Microsoft Excel to add to Excel when the invoice status in Misoca becomes billed

Isn't streamlining invoice management a crucial challenge for many companies?
As the tasks of issuing and managing invoices increase, more time is spent on manual input and data organization, potentially reducing the time available for tasks that should be prioritized.
This is where the integration of Misoca and Microsoft Excel comes in handy. When the invoice status in Misoca becomes "billed," this system allows the data to be automatically added to Microsoft Excel, contributing to improved efficiency and accuracy in operations.
This article will explain in detail the benefits of this integration and how to implement it.

Recommended for

Accounting personnel who want to reduce the task of transferring Misoca information to Microsoft Excel and prevent errors
Business owners who want to easily organize and analyze billing data for each client to make efficient management decisions
Companies that want to use Microsoft Excel's analysis functions to understand sales trends and transaction patterns from billing data

Benefits and Examples of Integrating Misoca and Microsoft Excel

Benefit 1: Reduced Work Time

By automatically adding billed invoice data from Misoca to Microsoft Excel, you can reduce manual transcription work. Especially for companies with a high number of invoice transactions, this reduction in work time will directly lead to overall operational efficiency.
For example, if you process more than 50 invoices per month and assume it takes 2 minutes for manual input per invoice, about an hour and a half of work time is needed. This task can be completed in seconds through automation.
This allows accounting personnel to focus on important tasks, potentially reducing overtime and costs.

Benefit 2: Prevention of Human Error

When entering data manually, human errors such as input mistakes and transcription errors are likely to occur. However, by importing invoice data managed in Misoca directly into Microsoft Excel, these errors can be prevented.
For example, entering a client's name incorrectly not only damages trust with the customer but also requires a lot of time for subsequent corrections.
By utilizing this integration feature, you can process based on accurate data registered in Misoca, achieving highly reliable invoice management.

Benefit 3: Easy Data Analysis

With billed data automatically added to Microsoft Excel, it becomes easy to analyze sales and transaction trends.
By utilizing Microsoft Excel's pivot tables and graph creation functions based on Misoca information, you can visualize data from multiple perspectives, such as trends in billing amounts and sales comparisons.
For instance, by aggregating the annual billing amount for a specific client and comparing it in a graph, it becomes easier to clearly identify which customers are the main sources of revenue.

Now, let's explain how to use the no-code tool Yoom to add data to Microsoft Excel when the invoice status in Misoca becomes billed.

[What is Yoom]

How to Add to Microsoft Excel When the Status Becomes Billed in Misoca

By setting the status to billed in Misoca, you can automatically reflect Misoca's information in Microsoft Excel. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes:

Register Misoca and Microsoft Excel as My Apps
Set up integration with Misoca when invoices are updated
Integrate with Microsoft Excel to add records

If you haven't used Yoom yet, please register for free from here.

If you are already using Yoom, please log in.

Step 1: Connect Misoca and Microsoft Excel with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Misoca.
(3) Log in with your ID from the Misoca login screen.

(4) Next, connect Microsoft Excel. Similarly, click on Microsoft Excel from the list of new connections in Yoom.
※ Microsoft365 (formerly Office365) has a plan for home use and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
(5) Log in with your account from the sign-in screen.

Once the connection is complete, Misoca and Microsoft Excel will be registered in My Apps on Yoom.

This completes the My Apps registration.
Next, let's set up a trigger using a template!

Step 2: Set up when the invoice is updated in connection with Misoca

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on the app trigger "When an invoice is updated (only triggers if the status is billed)".

(2) From the Misoca "Select account and action to integrate" screen, check if there are any errors in the account information linked with Misoca, keep the trigger action as "When an invoice is updated (only triggers if the status is billed)" and click "Next".

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Once the selection is complete, click "Test", and if no errors occur, click "Save" at the bottom.

Step 3: Integrate with Microsoft Excel to Add Records

(1) Next, integrate with Microsoft Excel to add records.
Click "Add Record".

(2) From the Microsoft Excel "Database Integration" screen, check if there are any errors in the account information linked with Microsoft Excel, keep the execution action as "Add Record" and click "Next".

(3) Enter the file save location, drive ID, file name (optional), item ID, sheet name, and table range. Drive ID, item ID, and sheet name can be selected from the options as shown in the image below.

File Save Location: Select from dropdown
Drive ID: Select from options
File Name (optional): Enter directly
Item ID: Select from options
Sheet Name: Select from options
Table Range: Enter directly

Once the input is complete, click "Next" at the bottom.
(4) From the "Database Operation Detailed Settings" screen, use the output to input the data.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(5) Finally, click "Turn ON Trigger".

This completes the flowbot "Add to Microsoft Excel when the invoice status in Misoca becomes billed".

Other Automation Examples Using Misoca

At Yoom, there are other examples of automation using Misoca, and we would like to introduce a few of them.

1. Notify a Microsoft Teams Channel When a New Quote is Created in Misoca

When a quote is created in Misoca, it is automatically notified to Microsoft Teams. This eliminates the need for manual notifications and allows for smooth information sharing with the person in charge. Additionally, you can set notification members and channels, allowing for flexible responses.

2. Create a quotation in Misoca based on the file uploaded to Google Drive

By utilizing this flow, you can save time and effort in creating quotations in Misoca. Additionally, automation can help prevent entry errors. This flow is especially recommended for accounting personnel.

3. Register a client in Misoca when a row is added to Google Sheets

When a client is registered in Google Sheets, the information is automatically reflected in Misoca. This eliminates the need for manual entry, improving operational efficiency. Additionally, by automating the process, information is centralized in Misoca, ensuring data consistency.

Additionally, if you want to check templates using Misoca or Microsoft Excel, please visit the following sites.

List of Flowbot Templates Using Misoca

List of Flowbot Templates Using Microsoft Excel

Summary

The integration of Misoca and Microsoft Excel is a powerful means to streamline billing management tasks and enhance data accuracy. By leveraging this system, you can not only reduce working hours and prevent human errors but also gain various benefits such as improved data analysis, information sharing, and customization.
In particular, for those who handle a large number of invoices or aim to improve operations using data, this integration will be an optimal tool.
To reduce the burden of daily tasks and make data management smarter, be sure to take advantage of the integration between Misoca and Microsoft Excel.