■Overview
This is a flow to download customer data from Google Drive and import it in bulk into Rakuraku Meisai as a CSV.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customer data with Google Drive
・Those who organize data using Google Drive in their daily work but find manual data migration time-consuming
・Those who need to regularly import large amounts of data into other systems and are looking to improve efficiency
2. Those who manage invoices and statements using Rakuraku Meisai
・Those who use Rakuraku Meisai but find it cumbersome to manually import data each time
・Those who want to automate their work by connecting multiple systems
■Benefits of using this template
By implementing an automated flow that bulk imports customer data created in Google Drive into Rakuraku Meisai as a CSV, you can enjoy many benefits.
Firstly, the import process of customer data is streamlined.
Those who manually imported data each time can save time and effort, improving work efficiency and allowing them to focus on other important tasks.
Additionally, human errors such as forgetting to import are reduced, enabling accurate data management.
■Notes
・Please connect both Google Drive and Rakuraku Meisai with Yoom.
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