How to link Smaregi with freee Accounting and register transactions in freee Accounting when they are registered in Smaregi
How to Integrate Applications
・
2024-12-23
How to link Smaregi with freee Accounting and register transactions in freee Accounting when they are registered in Smaregi
m.i
While the increase in various payment methods has made things more convenient, entering transaction information into accounting apps at the end of the day can be quite a hassle. Many of these operations and settings are quite difficult until you get used to them, and especially when introducing them for the first time, a lot of time and effort is required. Depending on the business flow, you may also need to perform these operations for multiple apps... Furthermore, it is necessary for all staff members to understand how to operate and manage each app, which significantly increases operational costs.
However, once you integrate with Yoom, complex operations become clear, and you can reduce errors from manual input!
Benefits of Integrating Smaregi and freee Accounting
Automatic Synchronization of Sales Data
By automatically importing daily sales data into freee Accounting, you can reduce the hassle of manual input. With automatic synchronization, you can check the latest sales data in real-time, enabling speedy business decisions. Data entry errors are reduced, allowing for highly reliable data management.
Efficiency in Accounting Tasks
Data integration from Smaregi to freee Accounting reduces the effort of manual journal entries. If you have journal entry rules set in freee Accounting, it will automatically journalize according to those rules, reducing the burden of accounting tasks. You can allocate the time spent on journal entries to other tasks. Integration makes information sharing between the accounting department and store operations department smoother.
Strengthening Management Control
By centrally managing sales and expense data, you can comprehensively understand the business situation. Regular report creation within freee Accounting is automated, allowing for clearer business analysis. The financial situation in real-time also becomes easier to understand.
Examples of Business Automation Possible with Smaregi and freee Accounting Integration
Automatic Input of Sales Data
Sales data from Smaregi is automatically reflected in freee Accounting every day. Specifically, details such as sales date and time, product name, and amount are automatically entered. This saves the hassle of manual input and significantly reduces data entry errors.
Efficiency in Monthly Closing
With automatic integration of sales and expense data, monthly closing is facilitated smoothly. Based on the imported data, reports are automatically generated within freee Accounting, speeding up the closing process. Since the basis is the accurate data that has been integrated, rather than manually entered, the reliability of the closing improves. You can also analyze which products sell well, which can be utilized in marketing.
How to Create a Connection Flow between Smaregi and freee Accounting
First, connect the Smaregi you are using with Yoom. Select My Apps → New Connection → Smaregi from the left side of the Yoom page. Enter your email address, password, etc., and log in. Next, connect freee Accounting. Similarly, select My Apps → New Connection → freee Accounting from the left side of the Yoom page. After reading, enter your email address, password, etc., and log in. A notice about starting app integration will appear, so allow it if there are no issues. Once both apps are connected to My Apps, you're all set.
Next, copy the template to My Projects and create a Flow Bot. If you haven't copied it yet, please copy the Flow Bot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the redirected page 3. Register for Yoom * If you have already registered, the login screen will be displayed, so please log in.
Step 2: Set the Trigger
This time, we will use the prepared template. When you open the template page, the following screen will appear, so click Try This Template.
If you are using Yoom, log in, and if you are new, register as a member. Proceed as is, and the template will be copied to your workspace and ready to use.
Now let's set the app trigger. Select "When transaction information is registered (Webhook activation)".
The following screen will appear, so check the account information and proceed to the next step.
You need to set the Webhook event reception settings for the app trigger on the following screen, so please refer to this article for settings. If the test is successful, save it.
Step 3: Set the Action
Next, we will set the action. Click "Get Transaction Details".
Here, too, check if there are any mistakes in the linked account and proceed to the next step. The contractor ID is yours, and the transaction ID is selected from the output. * Coupon information is only available to customers using the Premium/Premium Plus/Food Business/Retail Business plans on Smaregi.
If the test is successful, save it. Next, convert the transaction date and time to a date.
Select the transaction date and time from the output as the replacement target. If the test is successful, save it.
Click "Search for Business Partner".
Check the linked account and proceed to the next step. Select the business office ID from the candidates and the search keyword is Smaregi.
If the test is successful, save it. Finally, register the pending transaction.
Select the business office ID, tax classification code, and account ID from the candidates, the occurrence date, business partner ID, and transaction amount from the output, and the transaction type from the options. Choose the payment due date as you like, and if there are no issues, use the remarks section as is. If the test is successful, save it.
The setup is complete. Finally, turn on the app trigger to complete. Good job!
Advanced Integration Flow of Smaregi and freee Accounting
This time, we introduced the flow of "registering a transaction in freee Accounting when a transaction is registered in Smaregi." It seems like you'll be freed from the daily input tasks! At Yoom, we offer numerous templates using Smaregi and freee Accounting. We introduce them as advanced examples, so please make use of them!
"Update Smaregi Inventory from Yoom Database" When there are many products, searching for each product by name to update inventory is quite a hassle, isn't it? Let's stop manually managing inventory by switching between apps every day. Although you need to create a database to manage inventory information with Yoom, it's convenient because the inventory count is updated once you launch the flow bot.
Summary
The integration of Smaregi and freee Accounting has proven to be very convenient for streamlining store operations and accounting tasks. With automatic synchronization of sales data, not only is the hassle of manual input eliminated, but data entry errors are also reduced. Additionally, the automation of accounting tasks reduces the burden on the accounting department, allowing them to focus on other important tasks. Centralized management of sales and expense data makes it easier to understand the business situation, facilitating smooth business decisions for the store. This integration improves the quality of business management, enabling more efficient store operations.
Be sure to take advantage of the integration between Smaregi and freee Accounting to streamline your operations. Yoom supports your efforts to improve operational efficiency!
The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate.
Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work.
I'm impressed every day by the convenience of Yoom while writing a blog.
I try to make the structure easy to understand.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
.avif)
