When a row is updated in Google Sheets, update the client in Money Forward Cloud Accounting Plus.

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  2. Money Forward Cloud Accounting Plus
  3. When a row is updated in Google Sheets, update the client in Money Forward Cloud Accounting Plus.
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■Overview

This is a flow to update clients in Money Forward Cloud Accounting Plus when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without programming.

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■Recommended for

1. Those who manage data using Google Sheets

・Those who want to automatically link with other systems when there is a change in the information in Google Sheets

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2. Companies using Money Forward Cloud Accounting Plus

・Those who want to keep client information up-to-date daily

・Those who want to automatically reflect information in Google Sheets into the accounting system

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■Benefits of using this template

By using this template, the information updated in Google Sheets is automatically reflected in Money Forward Cloud Accounting Plus, eliminating the need for manual updates.
This improves work efficiency and saves working time.

Additionally, it reduces errors from manual input, enabling accurate data management.
Furthermore, automatic data synchronization ensures smooth business processes and improves the performance of the entire linked system.

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■Notes

・Please link both Google Sheets and Money Forward Cloud Accounting Plus with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use
Money Forward Cloud Accounting Plus
Yoom allows you to integrate with the Money Forward Cloud Accounting Plus API without code, enabling you to automate operations of Money Forward Cloud Accounting Plus via the API. For example, you can link clients who have become orders in CRM systems like Salesforce, HubSpot, or kintone to Money Forward Cloud Accounting Plus, or automatically register journal entry data by reading received invoices with OCR.
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