■Overview
This is a flow to download report data from kintone as a CSV file at a specific date and time and import it into RakuRaku Meisai in bulk.
■Recommended for
1. Those who manage files with kintone
・Those who regularly upload report files to kintone
・Those who link report file data with other tools
2. Those who use RakuRaku Meisai for business
・Those responsible for data entry into RakuRaku Meisai
・Those who want to streamline report data entry
■Benefits of using this template
RakuRaku Meisai is a tool that can streamline report tasks in the creation and management of invoices and statements.
However, when importing report data into RakuRaku Meisai, it may feel cumbersome to download report files from kintone each time.
This template allows you to download CSV files from kintone at a specific date and time and import them into RakuRaku Meisai in bulk.
This eliminates the need to manually download report files from kintone, reducing the burden of routine tasks.
By making the import process into RakuRaku Meisai seamless, concerns about missing tasks are eliminated, allowing you to proceed with work efficiently.
■Notes
・Please integrate Yoom with both kintone and RakuRaku Meisai.
・The operation of manipulating the browser is a feature available only with the Success Plan. For the Free Plan, Mini Plan, and Team Plan, the operation set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that manipulate restricted apps and browsers.