Read the contents of the invoice received by email and add them to the spreadsheet.

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■Overview

When an email with an attached invoice is received, the file is read and added to a spreadsheet.

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■Spreadsheet in Use (View Only Access)

https://docs.google.com/spreadsheets/d/1PipZ5rZJPe9Yf0YZjJ5TPQit7oHLpqIgZsDAE92wbhw/edit#gid=1819916900

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■Creation Method

① Select the email trigger from the triggers and set it as follows.

・Enter any address for the receiving address and set the trigger conditions.

・Send a test email with a file attached in the same format as the invoice to be received to the address set once, and ensure it meets the trigger conditions.

・Return to Yoom, conduct the email test, and save once email reception is confirmed.

※ It may take some time for the test to be reflected.

※ If you want to forward from Gmail, please refer to this help page. https://intercom.help/yoom/ja/articles/7266653

② Press the + mark under the trigger, select the operation to read text from images/PDFs, and set the following.

・Action: Select "Read Qualified Invoice".

・File Attachment Method: Select "Use Retrieved Value" and set "Attachment 1" from the options.

・Additional Items to Extract: The following are obtained by default. If you want to add other values, please input additional items.

※ "Issuer's Name", "Issuer's Registration Number", "Transaction Details", "Amount Subject to 10%", "Consumption Tax Subject to 10%", "Amount Subject to 8%", "Consumption Tax Subject to 8%", "Subtotal", "Total"

※ If the above default items are not included in the invoice, they will not be obtained.

※ For detailed settings, please refer here. https://intercom.help/yoom/ja/articles/8679686

・Conduct a test to confirm if the values can be obtained and save.

③ Press the + mark, select the spreadsheet from "Operate Database", and set the following.

・Action: Add Record

・Spreadsheet ID: Select the spreadsheet ID of the spreadsheet where you want to add the record from the options.

・Spreadsheet Tab Name: Select the target sheet from the options.

・Table Range: Select the range including column names (headers). ex A1:G etc

・Values to Add to Record: Select and embed the values corresponding to the displayed column names from the output obtained in step ②.

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