When a payment request is approved in Money Forward Cloud Debt Payment, add it to Microsoft Excel.

■Overview

This is a flow that adds a payment request to a Microsoft Excel database once it is approved in Money Forward Cloud Debt Payment.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.

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■Recommended for

1. Those who handle payment operations with Money Forward Cloud Debt Payment and manage/analyze payment records in Microsoft Excel

・Those who want to improve work efficiency by automating the process and eliminating the need for manual entry into Microsoft Excel

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2. Those who want to centrally manage payment data in Microsoft Excel

・Those who want to efficiently manage payment records and perform data analysis by automatically consolidating data from Money Forward Cloud Debt Payment into Microsoft Excel

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3. Those who want to streamline accounting operations by integrating Money Forward Cloud Debt Payment with Microsoft Excel

・Those who want to reduce the burden of data entry, minimize human errors, and enhance productivity in accounting operations

■Benefits of using this template

By using the [Add to Microsoft Excel database when a payment request is approved in Money Forward Cloud Debt Payment] template, you can eliminate the need for manual data entry, reduce human errors, and easily manage accurate data.

Integrating Money Forward Cloud Debt Payment with Microsoft Excel can streamline the payment process and promote data analysis.

■Notes‍

・Please integrate both Money Forward Cloud Debt Payment and Microsoft Excel with Yoom.

・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval may vary depending on your plan.

・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to a business plan.