■Overview
This is a flow to register a client in freee Accounting when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who manage client information using Google Spreadsheets
・Back office staff responsible for adding client information
・Sales representatives managing customer lists
2. Those who use freee Accounting in their work
・Those who manually register clients in freee Accounting
・Those who want to streamline their work by integrating Google Spreadsheets with freee Accounting
■Benefits of using this template
Google Spreadsheets is a useful tool for data management and is suitable for collaborative editing.
However, when registering clients added to Google Spreadsheets in freee Accounting, there is a possibility of errors such as incorrect entries or omissions.
This template is suitable for those who want to automate the registration of clients in freee Accounting.
When a client is added in Google Spreadsheets, it is automatically registered in freee Accounting, allowing for more efficient manual work.
Additionally, maintaining data consistency between tools ensures that you can always check the latest information and proceed with your work quickly.
■Notes
・Please integrate both Google Spreadsheets and freee Accounting with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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