How to integrate RakuRaku Meisai with RakuRaku Hanbai and add forms issued in RakuRaku Meisai to RakuRaku Hanbai

Rakuraku Sales is a tool used by various departments such as sales, marketing, and accounting, while Rakuraku Invoice is mainly used by the accounting department for managing forms.

Therefore, when a company uses both Rakuraku Invoice and Rakuraku Sales, accountants may find themselves switching between the two tools.
In some cases, it may be necessary to enter the same form data into both Rakuraku Invoice and Rakuraku Sales, which could lead to redundant work.

Therefore, this time, to eliminate redundant work, we have integrated Rakuraku Invoice and Rakuraku Sales. Let's reduce the back-and-forth between different tools!

Benefits of Integrating Rakuraku Invoice and Rakuraku Sales

Benefit 1: Time Reduction in Task Processing

By integrating, you can automatically add form data issued in Rakuraku Invoice to Rakuraku Sales.
This will automate the process that previously required manually adding form data from Rakuraku Invoice to Rakuraku Sales. Automation reduces input tasks and shortens the time required for task processing.
Additionally, saving time allows for more flexibility in other tasks. This benefit may be particularly noticeable around deadlines.

Benefit 2: Improved Data Accuracy

When manually transferring form data from Rakuraku Invoice to Rakuraku Sales, there is a risk of inputting incorrect data due to typing errors. Automation reduces such errors.
Errors in form data can inconvenience the other party, so they must be prevented as much as possible. If the numbers don't match, it can lead to incorrect calculations, affecting various areas such as settlements and inventory.
Automation is effective in preventing such situations.

[About Yoom]

Next, we will introduce how to create a Flowbot that automates the task of "adding form information to Rakuraku Sales when a form is issued in Rakuraku Invoice" using Yoom, which allows app integration without programming.
After registering with Yoom, please try creating it!

※ Rakuraku Sales is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation or data connection of the configured Flowbot will result in an error, so please be careful.
※ Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

You can copy the above Flowbot template from below.

1. Click on "View Details" on the top banner
2. Click on "Try This Template" at the bottom of the transitioned screen
3. Register for Yoom

※ If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Connection Flow between RakuRaku Meisai and RakuRaku Hanbai

STEP1: My App Integration

Once you have completed the registration for Yoom, the Flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left side of the screen.

Click the new connection button at the top right and integrate Yoom with each app.

Integration of RakuRaku Meisai and Yoom

1. Search
‍Enter "RakuRaku Meisai" in the search box and click on the RakuRaku Meisai icon.

2. Set Required Fields

Enter according to the contents of the red frame. Set an account name of your choice. It is recommended to use something easy to understand, such as a company name or a contact person's name.
After entering, click Add at the bottom right.

If the above display appears, the integration is complete.

Integration of RakuRaku Hanbai and Yoom

1. Search
‍Enter "RakuRaku Hanbai" in the search box and click on the RakuRaku Hanbai icon.

2. Enter Required Fields

Generate an API token according to the image above.

Once generated, copy and paste into the required fields.
After entering, click Add at the bottom right.

If the above display appears, the integration is complete.

This completes the My App integration of RakuRaku Meisai and RakuRaku Hanbai.
Next, let's use the template you just copied to configure the Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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STEP2: Setting Up the RakuRaku Meisai Trigger

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "【Copy】Add Form Information to RakuRaku Hanbai When a Form is Issued in RakuRaku Meisai".‍

3. Select App Trigger
‍Click on the "When a Form is Issued" icon for RakuRaku Meisai.
The title and other settings are already completed, so press Next.‍

4. Decide the Trigger Activation Interval

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.‍

5. Add the Form to RakuRaku Meisai
Create a test form and add it to RakuRaku Meisai.

6. Execute the Test

Return to the Yoom screen and click the test button at the bottom.
If "Test Successful" is displayed, save it, and the RakuRaku Meisai trigger setup is complete.

STEP3: Setting Up RakuRaku Hanbai

1. Select App Trigger
‍Click on the "Register Record" icon for RakuRaku Hanbai.
The title and other settings are already completed, so press Next.‍

2. Enter Required Fields

Enter according to each supplement.‍

3. Confirm Registered Data

The values to be registered are already entered, so only set the header item ID.
Please check from the header item detail screen, etc.

4. Execute the Test
Press the test button at the bottom of the screen.
If "Test Successful" is displayed, the setup is complete. Please save.‍

5. Turn ON the Trigger

When the creation of the flow bot is complete, a display like the above will appear.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of the flow bot using RakuRaku Meisai and RakuRaku Hanbai.

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Flow Bot Template Used This Time
Add Form Information to RakuRaku Hanbai When a Form is Issued in RakuRaku Meisai

Other Automation Examples Using RakuRaku Meisai and RakuRaku Hanbai

There are many other examples of automation using RakuRaku Meisai and RakuRaku Hanbai in Yoom, so here are a few introductions.

1. Linking RakuRaku Hanbai Information to kintone
‍If you are managing RakuRaku Hanbai information in kintone, it is possible to link them using Yoom. This will save you the trouble of manual input.

2. Add a record to Rakuraku Sales when a row is added in Google Sheets
‍It is also possible to integrate with Google Sheets. This makes collaborative editing and management easier, facilitating information management within the team.

3. When a form is issued in RakuRaku Meisai, add the form information to Salesforce
‍This is a flow bot for RakuRaku Meisai × Salesforce. It allows you to link the forms issued after a deal is closed.

Summary

By integrating RakuRaku Meisai and RakuRaku Hanbai, tasks that were previously done manually can be automated, saving time.
Additionally, automation reduces human errors from manual input, making it easier to maintain data accuracy.
Furthermore, with RakuRaku Hanbai, you can check report data in one place, making it easier for sales and marketing departments to understand the numbers.
This leads to a reduction in daily workload, so please give it a try.