How to integrate Money Forward Cloud Debt Payment with Google Sheets to automatically add entries to Google Sheets when a payment request is approved

For those aiming to streamline accounting tasks, many might be struggling with the complexity of data management and input tasks while using Money Forward Cloud Debt Payment alongside Google Sheets.
Reducing the burden of manual input, minimizing input errors, and organizing data for better management are common challenges that often arise.

The solution to these challenges is app integration using the no-code tool Yoom. By setting up a system that automatically adds payment request information approved in Money Forward Cloud Debt Payment to Google Sheets, you can expect to reduce work time and improve operational accuracy.
This article clearly explains how to integrate apps using Yoom, so if you're aiming to improve work efficiency, please give it a read.

Recommended for

Those using Money Forward Cloud Debt Payment and Google Sheets together
Accounting personnel looking to reduce the burden of manual input and human errors
Those who want to centrally manage payment data and efficiently search and utilize information
Those who want to manage and update approved payment data in real-time
Those aiming to streamline payment operations and improve data analysis accuracy

Benefits of Integrating Money Forward Cloud Debt Payment and Google Sheets and Specific Use Cases

Achieving Accurate Data Management and Reducing Human Errors

By automatically adding payment requests approved in Money Forward Cloud Debt Payment to Google Sheets, you can eliminate the hassle of manual input and reduce the risk of human errors. Accurate data input is essential, especially in accounting tasks.
When inputting manually, errors such as numerical input mistakes or item misplacements are likely to occur, potentially affecting the overall accuracy of operations.
However, by utilizing app integration, approved data is directly transferred to Google Sheets, enabling highly accurate data management.

For example, in payment management tasks involving multiple people, where it becomes unclear who entered which data, implementing this system will record approved data in a unified format, reducing the burden of verification tasks.

Effective Use of Time through Operational Efficiency

With automatic transcription to Google Sheets, manual input tasks by accounting personnel become unnecessary, leading to expected improvements in operational efficiency. By reducing the time spent on transcription, accounting department personnel can focus on their primary tasks such as analysis and report creation. The automation also ensures that data is updated in real-time, allowing for quick verification of the latest information.

For instance, when processing a large volume of payment data at the end of the month or fiscal year, utilizing this flow can alleviate the stress of time constraints on personnel, enabling them to work efficiently and error-free.

Centralized Management of Payment Records and Ease of Data Utilization

By consolidating Money Forward Cloud Debt Payment data into Google Sheets, centralized management of payment information becomes possible. This is expected to reduce the hassle of searching and extracting necessary information, creating an environment where data can be quickly utilized. Additionally, creating graphs and pivot tables on Google Sheets makes it easy to analyze payment situations and understand trends.

For example, when checking the monthly payment amount trends or analyzing departmental spending ratios, using the data consolidated through this integration allows for easy and accurate situation assessment. This will aid in strategic decision-making utilizing data.

Now, let's explain how to use the no-code tool Yoom to "add to Google Sheets when a payment request is approved in Money Forward Cloud Debt Payment."

[About Yoom]

How to Automatically Add Approved Content in Money Forward Cloud Debt Payment to Google Sheets

To implement a flow where payment request information is automatically added to Google Sheets when a payment request is approved in Money Forward Cloud Debt Payment, you need a system that uses Money Forward Cloud's API to obtain approval information and Google Sheets' API to append data.
Generally, programming knowledge is required to achieve such automation, but by using the no-code tool Yoom, it can be easily realized without programming knowledge.

The general flow is as follows:

Integrate Yoom with Money Forward Cloud Debt Payment and Google Sheets as My Apps
Copy the template
Detailed flow settings
Turn on the trigger

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Integrate Money Forward Cloud Debt Payment and Google Sheets with My Apps

First, let's connect the apps used in this flow with Yoom.
After logging into Yoom, click on "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app by name.

Integrating Money Forward Cloud Debt Payment with My Apps

To integrate Money Forward Cloud Debt Payment with My Apps, you need to enter a "secret".

To obtain the information, first log in with administrator privileges.
Once logged in, proceed with API integration from the personal settings screen.

From the API integration page, proceed to create a new application to integrate with Yoom.
Refer to the following link for details such as the redirect URL.

How to Register My Apps for Money Forward Cloud Debt Payment

Once the integration is complete and you enter each item into Yoom, a confirmation screen will appear at the end.

Click "Approve" to complete the integration of Money Forward Cloud Debt Payment with My Apps.

Integrating Google Sheets with My Apps

※Before integrating Google Sheets with My Apps, prepare the sheet you will use.
‍If you prepare the sheet after integration, information retrieval may not work properly. (There is no problem if you change the sheet content later.)

The sheet created for testing this time is as follows.

Once creation is complete, proceed to integrate Google Sheets.
To integrate Google Sheets, you need to log in with a Google account.

When you search for Google Sheets in "New Connection", click "Sign in with Google" in the image above.
Then, select your Google account and proceed to the "Log in to Yoom" screen, and click "Next".

As you proceed, a screen will appear asking Yoom to access your Google account, so click "Continue".

Clicking "Continue" will automatically return you to the My Apps list page in Yoom.

Once you confirm it has been added to the list, the integration settings for My Apps are complete.

Next, proceed to the detailed settings of the flow.
Click "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger

The initial setting is "When a payment request is approved".
The first page reflects the account information linked with My App.

If necessary, modify the title to make it clear, verify the account information, and proceed to the next step.
Next, set the trigger activation interval.

You can select the trigger activation interval from 5 to 60 minutes, but be aware that it may be restricted depending on your contracted plan.

After selecting the business ID from the candidates, approve the payment request with temporary information and click "Test".

If the test is successful, you can obtain the output values.
The ID and title will change depending on the approval details.

Once confirmed, click "Save" to complete the trigger setup.

Step 3: Set Up Adding Records to Google Sheets

The next setting is "Add a Record".
On the first page, as before, modify the title and verify the account, then scroll down.

Below, there is a field to specify the Google Sheet to which the record will be added.

Select the ID and tab name from the candidates, specify the table range, and click "Next" to confirm the integration.

On the next page, set the information to be reflected in the specified sheet items.
(If you change the items on the sheet, please return to the first page and re-integrate the database.)

Select the content you want to reflect in the record values (i.e., items on Google Sheets) from the output.

Once everything is entered, click "Test" to check if the information is reflected in the specified sheet.

The information was reflected as specified.
Once confirmed, click "Save" to complete all settings.

Finally, turn on the trigger.

Now, when a payment request is approved in Money Forward Cloud Debt Payment, the information will be automatically added to Google Sheets.

The flow you set up is as follows.

Other Automation Examples Using Money Forward Cloud Debt Payment

There are many other examples of automation using Money Forward Cloud Debt Payment on Yoom, so here are a few introductions.

Notify Approval Information to Discord with Money Forward Cloud Debt Payment

This is a flow that automatically notifies Discord when a payment request is approved. With this flow, the person in charge can grasp the situation in real-time, leading to prompt processing after approval. It eliminates the hassle of manual confirmation and is expected to improve the overall work efficiency of the team.

Additionally, by preventing oversights, it is anticipated to reduce the risk of operational troubles.

When a new vendor is registered in Notion, it will also be registered in Money Forward Cloud Debt Payment
This is a flow that automatically registers vendor information in Money Forward Cloud Debt Payment when a new vendor is registered in Notion. This is expected to eliminate the hassle of double registration and prevent information leaks and errors. Additionally, it is anticipated to improve operational efficiency and reduce the burden on the person in charge.

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Register vendor information in Money Forward Cloud Debt Payment when a vendor application is approved in CollaboFlow
This is a flow where vendor information is automatically registered in Money Forward Cloud Debt Payment when a vendor application is approved in CollaboFlow. This prevents manual registration errors and enables centralized management of vendor information. It is expected to speed up business processes and improve accuracy.

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Summary

With Yoom, you can integrate multiple apps like Money Forward Cloud Debt Payment and Google Sheets to automate tasks. It's intuitive to set up even without programming knowledge, allowing you to quickly enhance work efficiency.

For those who want to reduce manual tasks and manage data accurately and easily, Yoom is a reliable tool. Why not start with a free registration and create a flow that suits your business needs?