How to integrate Square with Rakuraku Sales and register in Rakuraku Sales once the payment is completed in Square

Square is a convenient tool that allows you to manage various payment methods such as credit card payments, QR code payments, and cash payments all in one place, catering to a wide range of needs. However, if you are managing transaction information that has already been settled using RakuRaku Sales, sharing information manually can pose unexpected risks. Especially in situations where you are processing a large number of transactions, the risk of human error increases significantly. In this article, we will clearly introduce the benefits of integrating Square with RakuRaku Sales and the basic flow of automation. This article is recommended for the following people! - Those who are utilizing both Square and RakuRaku Sales - Those who are conducting payment operations using Square but are spending time manually entering customer information and transaction records - Those who want to streamline regularly occurring payment operations and reduce the burden on staff Benefits and Examples of Integrating Square with RakuRaku Sales Benefit 1: Smooth Progress of Operations through Automatic Registration of Issues When a payment is completed with Square, customer data and transaction information are automatically registered in RakuRaku Sales, eliminating the need for manual entry. For example, retail store staff need to quickly process multiple payments during busy business hours, and by eliminating manual entry, they may be able to focus more on customer service. Furthermore, since data is automatically registered, the management department will have less work to do in terms of checking or correcting transaction records later. Especially in stores where payments occur frequently or businesses with a high number of transactions, automating record-keeping can lighten the load on employees and potentially improve overall operational efficiency. Benefit 2: Improved Accuracy in Accounting Processes By implementing a system where payment data processed by Square is automatically reflected in RakuRaku Sales, it is possible to reduce human errors associated with data entry and aggregation in accounting tasks. This can enhance the accuracy of data in accounting processes and reduce the risk of errors during financial closing and tax filing. For example, when accounting department personnel conduct monthly closings, they can utilize automatically reflected Square payment data, eliminating the need for manual entry of sales data. This reduces the likelihood of input errors and helps create an environment where personnel can focus on aggregation and verification. Additionally, automation reduces the burden on accounting personnel, potentially improving work efficiency as a result. Benefit 3: Prevention of Customer Information Errors and Omissions By adopting a system where customer information is automatically registered in RakuRaku Sales upon completion of a Square payment, it is possible to enhance the speed of customer service. For instance, if a customer inquires about a product, and the payment information and purchase history are already registered in RakuRaku Sales, support staff can instantly check the customer's purchase details and transaction history. Furthermore, since support staff do not need to cross-check data across multiple systems, the effort required for individual responses may be reduced. As a result, the time taken for responses is shortened, making it easier to provide appropriate support without keeping customers waiting. In this article, we will proceed with integration using Yoom. If you haven't used it yet, please take a look at [First Time with Yoom](https://intercom.help/yoom/ja/collections/3043550-%E5%88%9D%E3%82%81%E3%81%A6%E3%81%AEyoom). [What is Yoom] How to Create a Flow for Integrating Square with RakuRaku Sales This time, we will create a flow where [when a payment is completed with Square, it is registered in RakuRaku Sales]. This will save the time previously spent on data entry, and improvements in speed and accuracy of operations can be expected.

The integration flow is broadly created through the following processes. - Register My Apps with Square and Rakuraku Sales - Set up a trigger that activates when a payment is made on Square - Configure settings to register records in Rakuraku Sales - Test and verify Step 1: My App Integration with Square and Rakuraku Sales First, log in to your Yoom account. If you do not have an account, please create one on the [Yoom account issuance page](https://yoom.fun/members/sign_up). 1. After logging in, click on **My Apps** and then click on **New Connection**. 2. You can search by app name in the input field. This time, search and register Square and Rakuraku Sales respectively. 3. When you enter Square, an icon will appear. Click on the Square icon. 4. The Square login screen will appear, so please log in. 5. Similarly, search for Rakuraku Sales and click on the icon. 6. The following screen will appear, so please enter the required fields. Once the My App registration is successful, the following screen will be displayed. Please note that Rakuraku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. For more detailed information about Yoom, please check the [Yoom Help Center](https://intercom.help/yoom/ja/). Selecting a Template and Preparing the Storage Location Please click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up the trigger to activate when a payment is created in Square

1. First, click on "When a record is registered or updated in the deal object" at the top.

2. Set the title freely.
Enter the account information to integrate with Square.
Select "When a payment is created" as the trigger.
Once the input is complete, click "Next".

3. Set the trigger activation interval.
The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, perform a test and save if there are no issues.

4. Next, click on the "Command Operation" icon.

5. The command operation is pre-configured.
Make changes as needed.
Save if there are no issues.

Step 3: Setting up to register a record in RakuRaku Sales

1. Return to the flow.
Finally, click on the "Register Record" icon.

2. Enter the account information to integrate with RakuRaku Sales.
Select "Register Record" as the action.
Once the input is complete, click "Next".

3. Configure each item.
Be sure to enter the required fields.
When you click on the input field, the output obtained earlier will be displayed, so use it as needed.
Once the settings are complete, perform a test and save if there are no issues.

4. This completes the flow of [Registering in RakuRaku Sales when a payment is completed in Square].

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the one below will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

Yoom can be easily set up with no code.
Try this convenient flow from the link below.

Other Automation Examples Using Square

There are many other examples of automation using Square on Yoom, so here are a few.

1. This flow sends a personalized thank you email via Outlook when a payment is made with Square.
‍By using this template, you can automatically send a thank you email from Outlook to the purchaser when a payment is completed with Square.
This reduces the hassle of confirming each payment completion and facilitates smooth communication with customers.

2. This is the flow for registering in Notion once the payment is completed with Square.
By using this template, you can automatically register payment information processed by Square into Notion, reducing the burden of manual work.
This allows you to eliminate the manual input tasks that were previously necessary, aiming for time savings and efficient management.

3. This is a flow to retrieve product information settled with Square and add it to a Google Spreadsheet.
‍ By utilizing this flow, every time a payment is made with Square, the product information will be automatically added to the Google Spreadsheet database.
This will eliminate the need for manual data entry and contribute to more efficient sales management.

Summary

By integrating Square with Rakuraku Sales, you can now automatically register Square's payment information into Rakuraku Sales.
Automating the input process, which relied on manual work, allows you to allocate resources to other important tasks.
Even if you have the impression that "automation is a high hurdle," you can take the first step towards automation without feeling that barrier by utilizing Yoom.
By using templates, you can start automation that suits your business without the hassle of complicated settings.
Why not make your daily operations smarter by utilizing Yoom?