How to integrate Notion with freee Accounting to reflect client data from Notion to freee Accounting with one click

Are you feeling that "manual work takes time" or "there are many input errors" when managing accounting tasks and client information? For those using Notion and freee accounting, these challenges are significant concerns. By using the no-code tool Yoom, you can easily add client information managed in Notion to freee accounting, reducing manual work and enabling efficient data management. In this article, we will introduce specific integration methods using Yoom and their benefits. Recommended for: - Those who use freee accounting for accounting tasks and feel challenged by the efficiency of data entry and management. - Those who manage client information in Notion and want to streamline its reflection in other systems. - Accounting personnel handling multiple client data aiming to reduce errors from manual input. - Business managers who want to seamlessly integrate project management and financial management. Benefits and Examples of Integrating Notion and freee Accounting 1. Reduction of Work Time and Efficient Data Transfer By adding client data from Notion to freee accounting, manual data entry becomes unnecessary. Utilizing this process, necessary information can be reflected with one click, significantly reducing cumbersome tasks. This allows you to allocate time spent on accounting tasks and data organization to other important tasks. For example, when managing new client information, reflecting data recorded in Notion to freee accounting with one click allows you to quickly proceed with subsequent tasks such as contract creation and invoice issuance. This efficiency can be expected to improve overall productivity, especially when there are many clients or frequent data updates. 2. Improved Data Accuracy by Reducing Input Errors By integrating Notion and freee accounting, you can prevent input errors that tend to occur when manually transcribing data. With an automated flow, accurate information is reflected in the system, enhancing the reliability of operations. For instance, when handling a large amount of client information, there is a high risk of errors in entering detailed data such as names, addresses, and contact information. This integration allows you to reflect data recorded once in Notion directly into freee accounting, reducing the effort of verification work and maintaining accuracy. 3. Improved Productivity through Efficient Data Management Utilizing the integration of Notion and freee accounting is expected to lead to more efficient operations by centralizing data management. By aggregating information in one place and easily reflecting it in external systems as needed, you can optimize the overall business process. For example, when launching a new project, managing client information using Notion while also utilizing the same data for financial management in freee accounting will allow you to smoothly check both the project's progress and financial status. In this way, you can build a foundation for efficiently advancing multiple tasks. Now, let's explain how to "add clients from Notion to freee accounting" using the no-code tool Yoom. [What is Yoom] How to Reflect Content Added to Notion in freee Accounting It is possible to automatically add client information managed in Notion to freee accounting by obtaining it using Notion's API and adding it to freee accounting using freee accounting's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The general flow is as follows: - Integrate Yoom with Notion and Freee accounting as a custom app - Copy the template - Detailed flow settings - Turn on the trigger If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Connect Notion and freee Accounting 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, enter the name of each app.

Connect Notion with My Apps

* Before connecting with My Apps, make sure to create the data page used in the flow.

Enter your Notion login information and click "Select Page".

Proceed to the next step to see a list of pages created in Notion.

The pages checked here will be linked with Yoom.
If you create a page to be used in the flow after connecting with My Apps, you will need to reconnect and check it.

Click "Allow Access" to complete the My Apps connection between Yoom and Notion.

Connect freee Accounting with My Apps

Please log in to freee Accounting.

After logging in, a screen will appear to allow connection with Yoom.

Scroll down and click "Allow".
Return to the Yoom screen, and Yoom will be connected with freee Accounting.

Make sure it is displayed in the My Apps list.

This completes the preparation.
Next, proceed to the detailed settings of freee. Click "Try it" from the banner below to copy the template.

Step 2: Set Trigger with Extension

The initial setup involves configuring triggers using a Google Chrome extension.
By using a trigger with the Chrome extension, you can directly activate the trigger from Notion.

Please note that flow settings using the Google Chrome extension areonly available with certain paid plans.
If your plan is not eligible, the operations and data connections of the flow bot you set will result in errors, so please be careful.

Paid plans offer a 2-week free trial during which you can use the restricted apps.

Click "Install Extension" at the top right of the flow.

Click "Add to Chrome" at the top right to add the extension to your Chrome.

Since you need to click this extension to run the flow, it is recommended to pin it to the toolbar.
Click "..." at the top right → "Extensions" → "Manage Extensions" and click "Details" for the Yoom extension.

If you turn on "Pin to Toolbar", the Yoom icon will appear next to the URL bar, allowing you to click it immediately.
Once the extension is ready, proceed to the flow settings.

Click "Launch from a Specific Page".
Below the extension settings, the account information of the Notion linked with My Apps is displayed.

If necessary, modify the title to something understandable, check the account information, and proceed to the next step.
On the next page, you will set up to retrieve client information from Notion.

At this point, entering the URL of the client information list will result in an error. Please paste one individual URL and test it.

<span class="mark-yellow">Also, if the URL ends with "?~", please remove everything after the "?".</span>
Note that in a regular flow, there is no need to obtain the URL, as the information is automatically retrieved from the extension.

If the test is successful, you can obtain the output.

Once you have confirmed that you can retrieve information from Notion, click "Save" to complete the trigger setup.

Step 3: Set Record Retrieval

The next setup is for "Retrieve Records".
On the first page, as before, verify the Notion account information displayed and enter the information for the database you want to link.

Enter the ID of the page from which you retrieved customer information (not an individual URL) and click "Test".
If the test is successful, proceed to the next step to set up information retrieval for reflecting it in Freee Accounting.

Select from the output so that the Record ID = Page ID setting is achieved, and click "Test".
If the test is successful, you can obtain the output based on the conditions.

Once confirmed up to this point, click "Save" to complete the information retrieval setup.

Step 4: Set Client Registration

The final setup is "Create Client".
Let's set up to register the retrieved information in Freee Accounting.

On the first page, as before, modify the title and verify the account information, then proceed to the next step.
Next, set up the information to be reflected in Freee Accounting.

Proceed with inputting each item using the output.
Once you have completed entering the necessary items, click "Test" to confirm that the client information has been registered in Freee Accounting.

If the test is successful, you can obtain the output in Yoom as well.

Finally, click "Save" to complete all settings.
Turn on the trigger and start the flow.

Now the flow is running, and you can register client information in Freee Accounting with one click from the Notion screen.

When you click the Yoom logo on the Notion page, the flow title should be displayed.

The flow set up this time is as follows.

Examples of Other Automations Using Notion and freee Accounting

Register a Client in freee Accounting When the Status is Updated in Notion
This flow automatically registers a client in freee Accounting when a status update in Notion triggers it. This improves the efficiency of client information registration and is expected to reduce input errors. If the frequency of adding new clients is high, improvements in the accuracy and speed of operations can be expected.

Register sales transactions in freee Accounting when the status is updated in Notion
This is a flow that allows you to automatically register sales transactions in freee Accounting triggered by a status change in Notion. It simplifies the reflection of sales data and is expected to reduce the burden of manual input. Additionally, timely data management may facilitate smoother understanding of financial conditions.

‍

Create a Notion page when various applications are created in freee Accounting
This is a flow where a page is automatically created in Notion when an application is created in freee Accounting. This allows for centralized management of application content and is expected to facilitate integration with projects and tasks. It is anticipated to improve management efficiency by making it easier to organize business processes.

Summary

By integrating Notion with freee Accounting, managing and registering client information becomes easier. Using the no-code tool Yoom eliminates the need for programming knowledge and is expected to improve work efficiency while reducing manual tasks.

Yoom can be set up with intuitive operations, making it ideal for those who want to enhance efficiency while maintaining accuracy in their work. You can start for free, so if you're interested, register with Yoom and try out a new work style!