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By using the RakuRaku Meisai API, you can automate data integration by connecting with other applications such as your company's core systems or sales management systems. Not only can you integrate form data like invoices and delivery notes in CSV or PDF format, but you can also integrate customer information.
Form data can be batch imported into RakuRaku Meisai by uploading CSV files stored in your own systems, sales management systems, databases, or other applications. If the invoice data is already in PDF format, you can upload it as is. Conversely, you can also retrieve form information issued by RakuRaku Meisai and synchronize it with other applications.
Customer data, like form data, can also be batch imported into RakuRaku Meisai using CSV files. You can also delete registered customer data such as billing addresses or retrieve customer information from RakuRaku Meisai to synchronize it with other applications.
This time, we will use a service called Yoom to utilize the RakuRaku Meisai API without coding.
[What is Yoom]
If you are already using Yoom, please log in.
1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.
2. Select RakuRaku Meisai from the new connection candidates in My Apps.
※ You can narrow down the candidates by entering the app name in the search box.
3. Enter the account name, access token, domain, and account, then click "Add".
※ For the access token field, refer to the blue underlined steps in the image below to issue an API token and enter its value.
The integration is now complete. You can now use the API provided by RakuRaku Meisai from Yoom!
Yoom offers many "Flowbot Templates" that you can easily use by simply copying them. For more details on Flowbots, please watch the video below.
From here, we will introduce templates for each actual use case and recommended job type.
Click on the banner of the template you are interested in or want to automate to connect to each introduction page.
If you want to start setting up immediately, click "Try it out".
By using the RakuRaku Meisai API, you can automatically synchronize the information with a database when a form is issued by RakuRaku Meisai. You can use the information from quotes for sales activity progress management or sales forecast analysis, or use invoice information for sales management or billing management, depending on your job responsibilities and purposes.
Since there is no need to manually transfer information after issuing forms, you can expect a reduction in work time and a decrease in human errors such as input mistakes or registration omissions. Additionally, by eliminating the need for data entry, sales representatives can focus on sales activities such as negotiations, and accounting staff can concentrate on accounting tasks such as accounts receivable management.
After synchronizing information with the database, notifications can also be automatically sent via chat tools. By changing the settings for recipients and notification messages, it can be used for various purposes such as confirming the completion of report issuance and data synchronization, giving instructions for subsequent tasks, and reporting to superiors. This can help speed up information sharing among team members and prevent information from being overlooked.
It is possible to integrate invoice data using the RakuRaku Meisai API with the APIs of CRM or SFA systems. By automatically reflecting the issued invoice data in systems used by sales or customer support, you can promptly start follow-ups with customers. You can link invoice data with customer information to utilize it for sales progress management, revenue management, and handling inquiries.
For example, if a customer support representative receives an inquiry from a customer immediately after an invoice is issued, they can smoothly respond by using the information synchronized with the CRM, eliminating the need to confirm with the accounting department or refer to the issued documents.
It is possible to import report data in CSV format into RakuRaku Meisai in bulk by using the RakuRaku Meisai API. Here, we introduce two templates that can be used when managing CSV files of report data in kintone.
First, we introduce a flow where the file is obtained upon updating a record in kintone and automatically uploaded to RakuRaku Meisai. Since there is no need to manually download or upload files, it is expected to reduce working time and prevent registration omissions.
Next, we will introduce a flow to download CSV files of report data from kintone at a specific date and time and import them in bulk into Rakuraku Meisai.
※ This template uses a flow that utilizes browser RPA operations.
By using Yoom's schedule trigger, you can import report data into Rakuraku Meisai on a fixed schedule such as daily, weekly, or monthly. By managing data of regularly issued reports like delivery notes for orders delivered on a fixed day each month or invoices at the end of the month in CSV format and importing them in bulk, you can prevent omissions in issuance.
・Accounting personnel who want to streamline billing operations
・Those who want to utilize form data for analysis and report creation
・Those who want to quickly share information and follow up with customers after issuing forms
・Customer support personnel who want to streamline customer information management
We introduced what can be done using the RakuRaku Meisai API, how to integrate it with other app APIs, and examples of its use. By leveraging the synchronization of forms and customer data through API integration between RakuRaku Meisai and other apps, you can improve the efficiency of billing management, sales, and customer support operations. The data synchronization after form issuance is expected to bring benefits such as reduced working time, fewer transcription errors, faster follow-ups, and improved accuracy in information sharing. Additionally, bulk data import into RakuRaku Meisai can help prevent omissions in form issuance. With Yoom, anyone can easily integrate and automate processes. Take this opportunity to register and start setting up from here.
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