When payment information is created in Square, create a client in freee Accounting.

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■Overview

‍This is a flow to create a client in freee Accounting when a new payment information is created in Square.

By linking Square and freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management.

Additionally, you can also register Square's payment information individually in freee Accounting.

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■Notes

‍・Please link both Square and freee Accounting with Yoom.

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About the Apps You Use

Square

Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.

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Square

Templates using

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freee Accounting

Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.

Related apps

freee Accounting