How to automatically reflect transactions made in Smaregi to Rakuraku Sales by linking Smaregi and Rakuraku Sales

Smaregi is a tool that supports POS systems, enabling sales representatives to conduct sales efficiently. On the other hand, RakuRaku Sales is a tool that handles administrative roles related to sales, used not only by sales representatives but also by departments such as inventory management and accounting. Although the purposes of these two tools differ, their goal of streamlining data management related to sales operations remains the same. Therefore, there may be times when the same data is managed by both. This suggests that integrating Smaregi and RakuRaku Sales could allow for more effective management of sales-related operations. This time, we have integrated Smaregi and RakuRaku Sales to streamline data management related to sales operations! First, let's introduce the benefits of this integration. Benefits of Integrating Smaregi and RakuRaku Sales Benefit 1: Reducing the Burden of Administrative Tasks With this integration, transaction data conducted in Smaregi can be automatically reflected in RakuRaku Sales. If you have been manually adding Smaregi transaction data to RakuRaku Sales, the entire workflow can be automated. This minimizes input tasks and reduces the burden. Such transcription tasks can be time-consuming if there are many, and manual entry can lead to errors such as typos. Automation reduces such operational burdens and minimizes the occurrence of errors. Benefit 2: Strengthening Interdepartmental Collaboration Smaregi's data is conducted in real-time. RakuRaku Sales transaction data is always up-to-date, making efficient data management easier. Being able to quickly grasp what transactions have occurred allows departments like inventory management and sales to proceed with their respective tasks based on the data. As a result, interdepartmental collaboration becomes smoother. This could lead to easier data management of sales operations and potentially improve productivity. [Yoom Overview] Next, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to automate the task of "adding transactions from Smaregi to RakuRaku Sales." After registering with Yoom, please try creating it! 【Please Note】 * RakuRaku Sales is an app available only with some paid plans. * A two-week trial of the paid plan is available. The above Flowbot template can be copied 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 with Yoom

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

How to Create a Linkage Flow between Smaregi and Raku-Raku Sales

Step 1: Link Smaregi and Raku-Raku Sales to My Apps

Once registration with Yoom is complete, 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.

Click the new connection button at the top right.

Enter the name of the app to be linked in the box.

Linking Smaregi and Yoom

1. Search
‍Enter Smaregi in the box and select the Smaregi icon.

2. Enter Required Fields

Enter the required fields.
For details, please check How to Register Smaregi My App.

3. Add
‍Once entered, click Add at the bottom right.

Once the above display appears, the linkage is complete.

Linking Raku-Raku Sales and Yoom

1. Search
‍Enter "Raku-Raku Sales" in the displayed box and click the Raku-Raku Sales icon.‍

2. Enter Required Fields

Details on how to link are described in the displayed image.
Follow the instructions to generate an API token.

Once the API token is generated, copy and paste it into the required fields.‍

3. Add Click Add at the bottom right.

Once the above display appears, the linkage is complete.

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This concludes the My Apps linkage between Smaregi and Raku-Raku Sales.
Next, let's use the template you just copied to set up 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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Step 2: Setting to Retrieve Data from Smaregi in Real-Time

1. Open My Project

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

2. Open the Copied Template
‍Click "Add to RakuRaku Sales when a transaction occurs in Smaregi".

3. Select App Trigger
‍Click on the Smaregi icon "When transaction information is registered (Webhook activation)".
Since the title and other settings are complete, click Next.

4. Webhook Settings

Set up the Webhook. By doing this, when a transaction occurs in Smaregi, the data can be reflected in RakuRaku Sales in real-time.

For instructions on how to set it up, please check How to Set Up Smaregi's Webhook Trigger.

5. Register Product
Conduct a transaction in Smaregi to test send the data.

6. Execute Test

Once the transaction data is registered, return to Yoom and press the test button at the bottom of the screen.
If it displays "Test Successful" in blue, the Smaregi Webhook setup is complete.

Step 3: Setting to Retrieve Detailed Data from Smaregi

1. Connect with App
‍Click on the Smaregi icon "Retrieve Transaction Details".
Since the title and other settings are complete, click Next.

2. Enter Required Fields

Please enter the contractor ID as per the supplement at the bottom of the box.

Use the transaction ID from the data you test sent earlier.
Therefore, click the box and select the red frame.

Click "Transaction ID" and insert it.

3. Execute Test

Once the transaction data is registered, return to Yoom and press the test button at the bottom of the screen.
If it displays "Test Successful" in blue, the detailed Smaregi setup is complete.

Step 4: Setting to Add Data to RakuRaku Sales

1. Connect with App
‍Click on the RakuRaku Sales icon "Register Record".
Since the title and other settings are complete, click Next.

2. Enter Required Fields

Enter according to each supplement.‍

3. Set Registration Data

Set which data from Smaregi to link with which header item in RakuRaku Sales.
Click the box for the value to be registered.

Select the red frame.

Since the detailed data from Smaregi will be displayed, click and insert the ones you want to reflect in RakuRaku Sales.

Once the values can be entered, it will look like the image.
Regarding the header item ID, please check from the detailed screen of RakuRaku Sales and enter it manually.

Multiple registration data can be set. Click the red frame at the bottom left.

A new registration data box will be displayed as shown in the image.
Set it as needed.

4. Execute 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

Once the flowbot creation is complete, it will be displayed as shown above.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of a flowbot using Smaregi and RakuRaku Sales.

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Flowbot Template Used This Time
‍Add to RakuRaku Sales when a transaction occurs in Smaregi

Other Automation Examples Using Smaregi and Raku-Raku Sales

Yoom also has flow bots that use Raku-Raku Sales and Smaregi.

1. Register product information in Smaregi when a record is registered in Raku-Raku Sales

You can also register Raku-Raku Sales data in Smaregi. This can reduce the input of product information and significantly shorten data management related to inventory.

2. Add to Notion when a transaction occurs in Smaregi

It is possible to automatically reflect Smaregi data in Notion. This should make it easier for teams to manage data collaboratively, as management and editing become more convenient.

3. When a record is registered in Notion, register the product information in Smaregi

Integration from Notion to Smaregi is also supported. If data can be exchanged between the two tools, it is expected to reduce the time spent on management.

Summary

By integrating Smaregi with RakuRaku Sales, you can reduce the hassle of manually transferring transaction information. Since the data is reflected in real-time, you can instantly see what transactions are currently taking place.
This allows departments such as inventory management and accounting to always check the latest data, which is expected to improve work efficiency. Information sharing between departments will also become smoother.
By adopting this automation, reducing the daily workload is no longer just a dream. Please give it a try!