■Overview
This is a flow to register transaction information managed in RakuRaku Sales to Money Forward Kakebarai.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are using RakuRaku Sales for their operations
・Those in charge of sales management
・Those who manage transaction history for each customer and utilize it for sales operations
2. Those who are using Money Forward Kakebarai
・Those in charge of payment operations
・Those who want to efficiently transfer RakuRaku Sales data to Money Forward Kakebarai
■Benefits of using this template
By registering transaction information managed in RakuRaku Sales to Money Forward Kakebarai, you can streamline management operations.
However, if errors occur during manual transcription, there is a risk of rework and increased negative costs.
With this flow, transaction information managed in RakuRaku Sales can be automatically registered to Money Forward Kakebarai, eliminating the need for manual transcription.
This prevents input errors and omissions in manual work, enhancing the accuracy of management operations.
Additionally, it reduces the man-hours required for transcription work, thereby improving productivity.
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