How to integrate Raku-Raku Sales with Google Sheets to add information from Raku-Raku Sales to Google Sheets

Manual data entry tasks can be burdensome, and there are concerns about input errors and information leaks. However, by automating the integration between Rakuraku Sales and Google Sheets, you may be freed from such risks.
This automation flow can be an effective means for companies facing challenges in information management.
This article introduces a method to achieve centralized data management without programming knowledge, aiming to improve work efficiency.

Recommended for

・Business personnel at companies aiming for centralized management of sales and inventory data
・Those who want to automate and streamline routine business processes
・Department heads who want to facilitate smooth data sharing among teams
・Those considering business improvement through the integration of Rakuraku Sales and Google Sheets

Benefits and Examples of Integrating Rakuraku Sales and Google Sheets

Benefit 1: Achieving Accurate Data Management through Centralization

With this automation, information registered in Rakuraku Sales is automatically added to Google Sheets, which can help prevent manual data entry and transcription errors.
Additionally, the quick update of Google Sheets may speed up the confirmation process of the latest sales data for all stakeholders.
For example, the product management team can update inventory information on Rakuraku Sales, and the sales team can check the same information on Google Sheets.
By accurately grasping the latest inventory information, each staff member can carry out their duties with confidence.

Benefit 2: Enhanced Information Sharing Among Teams

By automatically reflecting Rakuraku Sales data in Google Sheets, you can create an environment where teams from different departments, such as sales and inventory management, can proceed with their work based on the same information.
For instance, if incorrect information is registered in Google Sheets when the sales team is promoting a product, unnecessary confirmation work will be required, causing stress for the staff.
With accurate information management, ambiguity is resolved, enabling smooth communication based on data, which may lead to strengthened collaboration among staff.

Benefit 3: Automation of Routine Tasks

The integration of the two applications allows for the automation of routine tasks based on Rakuraku Sales data.
For example, multiple product description data registered in Rakuraku Sales can be directly added to Google Sheets, eliminating the step of transcribing product descriptions across applications.
This can also help prevent transcription errors, creating an environment where staff can focus on their work without feeling burdened.

[About Yoom]

Now, let's create a flow bot using the template "Add Rakuraku Sales Information to Google Sheets".

How to Create a Connection Flow between RakuRaku Sales and Google Sheets

The process to complete the flow will proceed as follows.

Step 1: Connect RakuRaku Sales and Google Sheets to My Apps
Step 2: Set Triggers in RakuRaku Sales
Step 3: Configure Google Sheets
Step 4: Turn on the Trigger

Let's start by establishing a new connection between the two apps you want to integrate.

Step 1: Connect RakuRaku Sales and Google Sheets to My Apps

(1) First, connect RakuRaku Sales to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for RakuRaku Sales from "New Connection".

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(2) A note stating "・To use this, you need to contract the API integration option with RakuRaku Sales and register Yoom's IP address." is mentioned.
Please check here for Yoom's IP address.

※RakuRaku Sales is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
※Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

For more details, please checkthis page.

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Let's generate an API token according to the content of the above image.
After generation is complete, scroll down and enter the required information.

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(3) After entering, click [Add] to complete the app integration.

(4) Next, perform the app integration for Google Sheets.
Search for and click the Google Sheets app icon using the same operation as registering RakuRaku Sales to My Apps.

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(5) Click "Sign in with Google" to transition to the account selection screen, and select the account you want to integrate from the right management account.
After selection, transition to the sign-in screen and complete the authentication.
If the settings are done correctly, you will move to the My Apps screen of your Yoom account.

Now, the two apps are connected to your Yoom account.
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" in the template below.

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The template will be copied, so click "OK".
You will be taken to the "My Projects" screen of your Yoom account, so please check the template content.

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There are two setup flows.

Step 2: Set up the RakuRaku Sales Trigger

(1) You can check the copied template on the left side of the Yoom account screen under "My Projects".
If you lose track of where it is saved when moving screens, check here.

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Now, from the left side of the Yoom account screen under My Projects, click "【Copy】Add RakuRaku Sales Information to Google Spreadsheet".

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(2) You will be taken to a screen like the one above, so let's proceed with setting up the flow bot.
First, click on the first action that will be the trigger, "Execute HTTP transmission in automatic processing settings".

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(3) Enter the account information to be linked with RakuRaku Sales.
Keep the trigger action as "Execute HTTP transmission in automatic processing settings".

(4) On the next screen, set up the Webhook event reception settings for RakuRaku Sales.
Refer to this article for instructions and precautions.

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(5) After entering, click [Test], and if there are no issues, click [Save].

Step 3: Set up Google Spreadsheet

(1) Finally, set up the Google Spreadsheet.

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Click on the second action "Add Record".

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(2) Enter the account information you want to link, and keep the execution action as "Add Record".

(3) Scroll down to set up the database linkage items.
Click the input bar to refer to and retrieve the contents of the Google Spreadsheet, and quote the information as "candidates".
Select and enter the relevant "Spreadsheet ID" and "Spreadsheet Tab Name", then click [Next].

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(4) On the next screen, set up to add new record information to the specified table in the spreadsheet.
Enter the value items of the record to be added.
After completing the input, click [Test], and if there are no issues, click [Save].

Step 4:

This completes the setup. By turning on the trigger, the flow bot will automatically start.

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This completes the flow bot setup.
In the future, by utilizing this flow bot, the task of adding information to Google Spreadsheet when registering information in RakuRaku Sales will become smoother.

Here is the template used this time

Other Automation Examples Using Raku-Raku Sales

There are other examples of automation using Raku-Raku Sales on Yoom, so here are a few introductions.

① Create a contract based on Raku-Raku Sales information and send it with GMO Sign

This flow is recommended for those who are utilizing Raku-Raku Sales or spending a lot of time on document creation and management.
It is expected to improve work efficiency by eliminating the hassle of manually creating and sending contracts.
Since contract creation and sending can be done quickly and accurately, it may lead to improved transparency and reliability of the entire contract process.

② Add information from Rakuraku Sales to kintone and send it to Outlook

This is a flow to add any record information from Rakuraku Sales to the kintone database and send it to Outlook.
By setting up automatic processing in Rakuraku Sales, you can register the selected record information in kintone and send it to Outlook.

③ Registering events in Google Calendar using information registered in Rakuraku Sales

This is recommended for those who use Google Calendar to manage project progress and task deadlines.
By utilizing this flow, you can automatically register information entered in Rakuraku Sales into Google Calendar, saving you the hassle of manually entering events each time.
Automating event registration can also help reduce human errors such as input mistakes.

Summary

Automating the process of adding Rakuraku Sales information to Google Sheets holds the potential to bring numerous benefits to companies and stores, such as maintaining data accuracy, enhancing information sharing among teams, and improving the efficiency of routine tasks.
Smoother cross-departmental collaboration and effective communication may also foster a greater sense of unity among staff.
Moreover, by automating routine tasks, it is expected that an environment will be established where focus can be placed on more value-added activities.

We encourage you to try Yoom's automation flow.