How to Add to Microsoft Excel Once the Credit Limit Review is Completed with Money Forward Deferred Payment

To conduct business efficiently, many companies are promoting the digitization of their operations.
If you are managing credit with Money Forward Kakebarai and Microsoft Excel, isn't it a hassle to manually transfer the results every time a review is completed?
The solution to such concerns is the integration of Money Forward Kakebarai.
This article provides a detailed explanation of how to automatically transfer credit limit review information to Microsoft Excel and the benefits of doing so.

Benefits of Integrating Money Forward Kakebarai with Microsoft Excel

Benefit 1: Reduce the burden of manual work and deploy accurate data

When entering credit limit information manually into Microsoft Excel, there is a risk of human errors such as input mistakes.
However, by using this flow, the review results will be automatically reflected in Microsoft Excel, saving you the trouble of manual entry.
Once set up, accurate information is automatically updated, eliminating the need for confirmation and correction.

Benefit 2: Smooth information sharing among multiple teams

With credit limit review results being reflected in Microsoft Excel in real-time, each team can always access the latest data.
For example, if each department manages data individually, manual sharing is required, which may cause delays until the data is disseminated.
However, by utilizing this automation, the risk of such delays can be reduced.
Furthermore, by using cloud-based Microsoft Excel, information can be checked even during remote work.
As a result, information sharing among teams becomes smoother, and the overall efficiency of operations is expected to improve.

What is Yoom?

Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

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How to Create an Integration Flow between Money Forward Kakebarai and Microsoft Excel

So far, we have introduced the benefits.
Now, 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 "Flowbot to add to Microsoft Excel when the credit limit review is completed with Money Forward Kakebarai."

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate Money Forward Kakebarai and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.

Search for Money Forward Kakebarai.

Access Token: Please refer to this for input.

Next, integrate Microsoft Excel.
When the sign-in screen appears, enter your email address and password.
※ Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and there is a possibility of authentication failure if you are not subscribed to the general business plan.

Once the two apps are integrated into My App, you're all set.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left side, and the copied template will appear.
Click the ellipsis (...) on the right and select Edit.

This time, it's the following 3 steps.
Let's set it up together!

Things to Prepare

A Microsoft Excel sheet to transcribe the credit limit information of Money Forward Kakebarai.
The headers are set as follows.
(The headers are based on the output that can be obtained in the subsequent flow setting screen.)

In Money Forward Kakebarai, let's conduct a test review as follows.

Now, let's set up the app trigger.
Select "When the credit limit review is completed".
You can change the title to make it easier to understand.
Please check the account information to be linked.
Keep the trigger action as it is and proceed to the next step.
In the following screen, you need to set up the Webhook event reception for the app trigger, so please refer to this article for setup.

As you proceed on the Money Forward Kakebarai side, the following screen will appear.
Please check the box for Credit Limit Review and add the endpoint.

Return to the Flowbot settings, test, and if the information is reflected in the output, save it.
Next, click "Get Customer Information".
Select the customer ID from the output as follows.

Switching to the Sandbox environment is optional.

Test this as well, and if there are no issues, save it.
Next, click "Add Record".
Check the account information to be linked here as well.
Keep the action as it is and proceed with the database integration.

Set the remaining items.

Proceed to the next step, and select the values of the records to be added from the output as follows.

Set everything.
Test this as well, and if there are no issues, save it.
Check with Microsoft Excel.

It was successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.

Here is the Flowbot used this time ↓

Money Forward Deferred Payment and Other Automation Examples Using Microsoft Excel

1.A flow to add to Microsoft Excel once invoice issuance is completed with Money Forward Deferred Payment.
If you are managing invoice information in Microsoft Excel, it would be convenient to automatically transfer the data.
Automate such frequently occurring tasks.

2.This is a flow where you get notified on Chatwork once the credit screening for Money Forward Kakebarai is completed.
If you were manually checking the completion of the screening and sending notifications, using this flow will allow for real-time automatic notifications.
It's convenient because you can check the results on Chatwork even when you're at a client's location.

3.This is a flow to notify LINE WORKS when the invoice issuance for Money Forward Kakebarai is completed.
By integrating with LINE WORKS, it is possible to prevent missing confirmations of issued invoices.
Additionally, even if there are matters to confirm, you can communicate with other departments on LINE WORKS using the notified information as a reference.

Summary

This time, we introduced the "Flowbot for Adding Credit Limit Approval to Microsoft Excel with Money Forward Kakebarai".
By integrating Money Forward Kakebarai with Microsoft Excel, you can automate the data reflection tasks after credit limit approval.
Especially by utilizing the no-code tool Yoom, you can easily perform complex app integrations and quickly experience improved work efficiency.
Using this article as a reference, please try integrating Money Forward Kakebarai with Microsoft Excel.