How to register client information from Sansan to Money Forward Cloud Invoice by linking Sansan and Money Forward Cloud Invoice

Managing client information is essential for business growth. However, are you struggling with time-consuming information sharing between sales and accounting, or errors due to manual input? By integrating Sansan with Money Forward Cloud Invoicing, these issues can be resolved. Business card information can be reflected in the invoicing system with one click, reducing complex administrative tasks. This article provides a detailed introduction to a simple integration method using Yoom and its benefits. Recommended for: - Those already using Sansan and Money Forward Cloud Invoicing but find information integration cumbersome - Those who feel that sharing client information between sales and accounting is not going well, resulting in many errors - Company representatives who want to reduce the time spent on client registration after business negotiations - Administrators who prioritize the accuracy of client information and are considering streamlining billing operations - IT personnel or business improvement staff considering automation between systems through API integration Benefits of integrating Sansan and Money Forward Cloud Invoicing and specific use cases: Reduction of effort and prevention of errors Since business card information from Sansan can be registered in Money Forward Cloud Invoicing with one click, it is expected to prevent the effort and errors of manual input. For example, if a business negotiation with a new client is successful, the sales representative can register the business card information in Sansan, and if that information can be reflected in the invoicing system with one click, the accounting staff will no longer need to manually input client information, reducing the occurrence of human errors. Such automation is expected to facilitate smooth information sharing between sales and accounting, significantly improving operational efficiency. In addition to reducing workload, it is also expected to reduce the risk of incorrect billing. Maintaining consistency of client information By integrating Sansan and Money Forward Cloud Invoicing, it is expected to prevent discrepancies in client information and always manage accurate information. For instance, if a client's representative is transferred and new business card information is registered in Sansan, that content can be reflected in the invoice creation system with one click, potentially avoiding the issuance of incorrect invoices. Since changes in client information are immediately shared, communication between departments becomes smoother, avoiding business stagnation. This is expected to streamline the entire organization's business processes. Improving the speed of billing operations The one-click integration of client information is expected to speed up invoice issuance, leading to a shorter payment cycle. After a new contract, if client information is quickly registered, the accounting staff can immediately create and send invoices, resulting in an expected speed-up of the entire billing process. The acceleration of billing operations makes cash flow management easier and may improve the speed of corporate decision-making. Such efficiency is an important element in a company's growth strategy. [About Yoom] How to create an integration flow to create a client in Money Forward Cloud Invoicing using Sansan information: In the flow to create a client in Money Forward Cloud Invoicing using Sansan information, integration is possible by using Sansan's API to obtain business card information and registering client information using Money Forward Cloud Invoicing's API. Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily set up without programming knowledge. The general setup of this flow is as follows: - Integrate Yoom with Sansan and Money Forward Cloud Invoicing as My Apps - Copy the template - Detailed flow settings - Turn on the trigger to activate the flow. If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*1oc56uw*_gcl_aw*R0NMLjE3MzA5NjE2NDkuQ2p3S0NBaUF4S3k1QmhCYkVpd0FZaVctLTlCY2VUbTVya2xnaHR5bGpoVkFCRzhUT0N3OVU2YTRIT09MT081a0tOcExDT3BjQ1pncFh4b0NSV2NRQXZEX0J3RQ..*_gcl_au*MTY1ODE2MDExNi4xNzMyNTc5Mzky*_ga*MTI5NDAwNTQxMC4xNzI0ODAyODk4*_ga_663H387CXM*MTczMzgwNjI2NS4yMzAuMS4xNzMzODA3NTk5LjYwLjAuMTIyMTUzMjg2Nw..). If you are already using Yoom, log in and start setting it up.

Step 1: Connect Sansan and Money Forward Cloud Invoice with My Apps

After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

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

Sansan My Apps Connection

Sansan is an app available only on some paid plans. If you are on an ineligible plan, the operations and data connections of the flowbot you set will result in errors, so please be careful.
Paid plans offer a two-week free trial during which you can use restricted apps.

To connect Sansan with My Apps, you need to obtain an access token.
Log in to the admin panel and proceed to the API Key acquisition screen from settings.

Paste the obtained API Key into the Yoom screen and click "Add" to complete the My Apps connection.

Money Forward Cloud Invoice My Apps Connection

If you have logged into Money Forward Cloud Invoice with the browser you are using, select the target account, and if logging in for the first time, enter your email address.

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After entering the password, allow the connection with Yoom to complete the My Apps connection.

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Once the connection is complete, it will be displayed in the list of connected My Apps.

Once you have confirmed up to this point, the setup preparation is complete.

Next, we will move on to the detailed settings of the flow, so click "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger with Google Chrome Extension

First, prepare the Google Chrome extension to be used for the trigger.
There is a "Install Extension" button at the top right of the flow settings, so navigate to the Google Chrome extension installation page from there.

Click "Add to Chrome" to add the extension, then proceed to "Extensions" → "Manage Extensions" from the ... in the top right and pin it to the toolbar.

Now the extension is ready.
Once the flow settings are complete, you can immediately launch the flow by clicking the extension from the Sansan page.

Let's proceed to the flow settings.

Click "Launch from Business Card Information Page".
A page reflecting the Sansan account information linked with My Apps will be displayed.

Verify that the account information is correct, and if necessary, make any title corrections before proceeding.

Next, conduct a test to retrieve Sansan's business card information.

Paste the URL of Sansan's business card information into the red frame above.
In the actual flow, you don't need to paste the URL; you can retrieve the business card information with just one click of the Google Chrome extension.

After pasting the URL, click "Test".

If the test is successful, the business card information will be reflected next to each item in the output above.
Once you confirm that it is correctly reflected, click "Save" to complete the trigger setup.

Step 3: Set Up Client Creation in Money Forward Cloud Invoice

Next is the setup for "Create Client".
On the first page, verify the Money Forward Cloud Invoice account information linked with My Apps as before, make any necessary title corrections, and proceed to the next step.

Next, set up the information for creating a client.

Select and input the necessary items from the output.
Once everything is set up, click "Test" to verify that Sansan's business card information is registered as a new client in Money Forward Cloud Invoice.

If it is correctly registered in Money Forward Cloud Invoice and the output is also obtained in Yoom, click "Save" to complete all settings.

Turn on the trigger and run the flow.

When the flow runs, the extension can be launched from the top of the Sansan business card information page.

The flow set up this time is as follows.

Other Automation Examples Using Sansan

Upload to Dropbox When a Business Card Image is Registered in Sansan

To improve the efficiency of business card management, it is convenient to have a flow where business card images registered in Sansan are automatically uploaded to Dropbox. This makes it easier to back up business card information and share it with the team, reducing the effort required for management.

Register business card data in Sansan when a row is added in Google Sheets

The flow of automatically registering business card data in Sansan when a new row is added in the spreadsheet reduces the effort of manual input. It is expected to improve the efficiency of sales activities, enhance the accuracy of data management, and centralize information.

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Send an Email to Outlook When Business Card Information is Registered in Sansan

The flow of automatically receiving an email notification in Outlook when business card information is registered in Sansan is an effective way to ensure no business opportunities are missed. It is expected to strengthen team collaboration and enable quick follow-up actions.

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Summary

With Yoom, integrating Sansan and Money Forward Cloud Invoices is easy. By utilizing app integration, you can manage client information without the hassle of manual input. Even without programming knowledge, you can set up the integration with intuitive operations.

If you're looking to streamline your daily tasks and reduce errors, why not consider using Yoom? Register for free now and aim to improve your work productivity.

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