How to Add to Google Spreadsheet After Invoice Issuance is Completed with Money Forward Deferred Payment

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

*If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Workflow for Integrating Money Forward Deferred Payment and Google Sheets

Step 1: My App Integration

Once Yoom registration is complete, the Flowbot template will be copied to "My Projects".
If the display appears as shown in the image, please select "My Apps" from the menu on the left side of the screen.

Click the new connection button at the top right and integrate Yoom with each app.

Integration of Money Forward Deferred Payment and Yoom

1. Search
‍Enter "Money Forward Deferred Payment" in the search box and click the Money Forward Deferred Payment icon.

2. Enter Required Fields

Click the red frame in the image and obtain the API key according to the content.
Paste the obtained API key into the access token.
The account name can be anything you like. It is recommended to use something easy to understand, such as a company name or person in charge.‍

3. Press Add
‍After entering the required fields, click Add at the bottom right.

If the above display appears, the integration is complete.‍

Integration of Google Sheets and Yoom

1. Search
‍Enter "Google Sheets" in the search box and click the Google Sheets icon.‍

2. Select Account
‍Select the Google account of the Gmail address to be integrated with Yoom.‍

3. Log in to Yoom

If the above display appears, check the terms and click Next.‍

4. Grant Permissions
"When the message "Yoom is requesting additional access to your Google account" appears, click Continue.
Proceed to the authentication screen and select <span class="mark-yellow">Allow all permissions</span>.

If the screen switches and the above display appears, the integration is complete.

This completes the integration of Money Forward Deferred Payment and Google Sheets with My Apps.
Next, use the template you copied earlier to configure the 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.

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Step 2: Set up triggers for Money Forward Deferred Payment

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "【Copy】Add to Google Spreadsheet when invoice issuance is completed with Money Forward Deferred Payment".‍

3. Select an app trigger
‍Click on the "When invoice issuance is completed" icon for Money Forward Deferred Payment.
The title and other settings are already completed, so click Next.‍

4. Set up Webhook

Set up the Webhook according to the contents in the red frame.
By setting up the Webhook, data will be added to Google Spreadsheet in real-time when an invoice is issued with Money Forward Deferred Payment.

5. Issue an invoice
‍Issue an invoice with Money Forward Deferred Payment for testing purposes.

6. Execute the test

Press the test button at the bottom of the screen.
If "Test Successful" is displayed, it is complete. Click Save.

Step 3: Retrieve Invoice Information

1. Integrate with the app
‍Click on the "Retrieve Invoice Information" icon for Money Forward Deferred Payment.
The title and other settings are already completed, so click Next.‍

2. Switch to the Sandbox environment

Since it is set as shown in the image, switch to the Sandbox environment.

You can change it from the dropdown.‍

3. Execute the test
Press the test button at the bottom of the screen.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Retrieve Customer Information

1. Integrate with the app
‍Click on the "Retrieve Customer Information" icon for Money Forward Deferred Payment.
The title and other settings are already completed, so click Next.‍

2. Switch to the Sandbox environment

Switch to the Sandbox environment as before.‍

3. Execute the test
Press the test button at the bottom of the screen.
If "Test Successful" is displayed, it is complete. Click Save.

Step 5: Set up Google Spreadsheet

1. Prepare Google Spreadsheet

Prepare a Google Spreadsheet to manage the invoice information for Money Forward Deferred Payment.
This time, it was created as shown in the image.

2. Integrate the app
Click on the "Add Record" icon for Google Spreadsheet.
The title and other settings are already completed, so click Next.‍

3. Integrate the database

Integrate Google Spreadsheet with Money Forward Deferred Payment.

By clicking the box, you can select the integrated Google Spreadsheet.
Select the Google Spreadsheet where you want to transfer the invoice information from Money Forward Deferred Payment.

The setting method is the same for the tab name of the spreadsheet.

4. Set the table range

Set where in the Google Spreadsheet to add the data.
Since it depends on the prepared Google Spreadsheet, set it arbitrarily.
Click Next.‍

5. Set the values for the records to be added

Set each box. These item names are linked to the prepared Google Spreadsheet, so they may differ from the image display, but the setting method is the same.
Click inside the box.

Since the data from Money Forward Deferred Payment is displayed, click the dropdown linked to the box name.

As shown in the image, the data sent in the test earlier is now available.
Select the item linked to the box name.
For example, in the image, the box name is "Company Name", so the data to be retrieved is "Customer Name".

6. Execute the test

Select data for other items as well and fill in the boxes as shown in the image.
After completion, press the test button at the bottom of the screen. If the test is successful, click Save.

7. Turn on the trigger

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When the creation of the flowbot is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of the flowbot using Money Forward Deferred Payment and Google Spreadsheet.

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Flowbot template used this time
Add to Google Spreadsheet when invoice issuance is completed with Money Forward Deferred Payment

Money Forward Deferred Payment and Other Automation Examples Using Google Sheets

There are many other examples of automation using Money Forward Deferred Payment and Google Sheets on Yoom, so here are a few.

1. Reflecting a list of unpaid invoices in Google Sheets using Money Forward Deferred Payment
By using this in conjunction with the current flow bot, it becomes easier to identify which invoice information is unpaid.

2. Add the list of bills after the next day from Money Forward Kakebarai to Google Spreadsheet
This allows you to manage a list of upcoming bills, which is recommended to prevent overlooking any.

3. Once the credit limit review is completed with Money Forward Deferred Payment, add it to Google Sheets
‍It is also possible to obtain information on the credit review. It is easy to manage in Google Sheets along with various data from Money Forward Deferred Payment.

Summary

By combining multiple tools to complete tasks, work efficiency can be improved and the workload can be reduced. On the other hand, there is a possibility that the number of apps to manage will increase, and the frequency of data entry may also rise.
This is precisely when the introduction of automation is recommended. In this case, you can check billing information using only Google Sheets without having to visit Money Forward Kakebarai. Furthermore, the hassle of manual entry can also be reduced.
Yoom offers a variety of templates. Please take this opportunity to try them out.