How to integrate Stripe with freee Accounting to register customer information in freee Accounting when a payment occurs in Stripe

Step 1: Connect Stripe and freee Accounting with My App

First, register Stripe and freee Accounting with Yoom by adding them to My App.

1. In the Yoom management screen, select "My App" on the left side and click "+ New Connection".

2. In the following screen, search for Stripe and freee Accounting, and proceed to the next screen.

For Stripe:

- Enter the account name and access token, then click "Add" to complete the registration in My App.
For detailed instructions on registering with My App, please refer to the help page here.
Note: Stripe is only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with Flowbot will result in errors, so please be aware. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial, during which you can use restricted apps.

For freee Accounting:

- After logging in, click "Authorize" on the following screen to complete the registration in My App.

3. Copy the template for connecting Stripe and freee Accounting.

- Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Setting up the Stripe Trigger

Set up the trigger action that initiates the flow.
This flow is triggered when a payment occurs in Stripe.

1. Select "My Projects" in the Yoom management screen and click "【Copy】Register customer information in freee accounting when a payment occurs in Stripe".
※You can change the template title on the next screen.

2. Click "App Trigger When a new payment is created".

3. Verify the account to be linked with Stripe and click "Next".
※Other items are set by default.

4. Conduct a test, and if successful, click "Next".
※This test confirms the connection with Stripe.

5. Conduct another test on the following page, and if successful, save.
※This test retrieves information related to the payment.

Step 3: Setting to Retrieve Customer Information from Stripe

1. Click "Integrate with App Retrieve Customer Information".

2. Verify the account to be linked with Stripe and click "Next".
※Other items are set by default.

3. Set the customer ID and conduct a test.
※The customer ID is set from "When a new payment is created" in the output that appears when you click the frame. (The value is displayed in double brackets) This allows dynamic reflection of the ID that changes for each customer.

4. When the test is successful, the customer information will be displayed in the output.
If there are no issues, save.

Step 4: Setting to Register Customer Information in freee Accounting

Finally, set up to register the customer information obtained from Stripe into freee accounting.

1. Click "Integrate with App Create Business Partner".

2. Verify the account to be linked with freee accounting and click "Next".
※Other items are set by default.

3. Set the customer information you want to register in freee accounting.
※The business office ID can be selected from "Candidates" displayed when you click the frame.
※Fields like business partner name can be set from the corresponding items in "Retrieve Customer Information" in the output displayed when you click the frame. (The value is displayed in double brackets) You can also directly input fixed phrases.

4. Once the settings for the items you want to register in freee accounting are complete, conduct a test.
If the test is successful, the customer information will be registered in freee accounting.
If there are no issues, save.

5. When the trigger is turned ON, customer information will be automatically registered in freee accounting every time a payment occurs in Stripe.

If you have any questions about the flow introduced, please check the help page here.

Other Automation Examples Using Stripe and freee Accounting

There are many other examples of automation using Stripe and freee Accounting in Yoom, so let me introduce a few.

1. Register a Sales Transaction in freee Accounting When a Payment is Created in Stripe

When a payment is created in Stripe, you can automatically register a sales transaction in freee Accounting.
By combining it with the template introduced in this article, you can further reduce the burden on accounting staff and streamline operations.

2. Register transactions in freee Accounting when expenses are applied for in Jobcan Expense Management & Workflow

When expenses are applied for in Jobcan Expense Management & Workflow, transactions can be automatically registered in freee Accounting.
This integration reduces the task of registering transactions and accurately reflects the data.
As a result, it is expected to achieve both improved operational efficiency and enhanced data management accuracy.

3. Notify Google Chat of overdue transactions in freee Accounting at the beginning of each month

At the beginning of each month, you can automatically notify Google Chat of transactions in freee Accounting that have passed their payment due date.
This integration makes it easier to promptly address clients with missed payments, helping to maintain trustful relationships.

Summary

By integrating Stripe with freee Accounting, you can reduce the workload of registering customer information, prevent human errors during registration, and improve the accuracy of customer information in freee Accounting.
This will help alleviate the burden on busy accounting personnel in their daily tasks and enhance operational efficiency.
The integration of Stripe and freee Accounting can be achieved without programming knowledge by using Yoom.
You can implement it simply by following the steps outlined in this article, so take this opportunity to reduce the burden on your accounting department and improve operational efficiency.