Intro
Freee is a cloud service for streamlining back-office operations for small businesses, corporations, and sole proprietors. The freee Enterprise Connector enables you to import accounting information registered in your freee account, such as income and expense lists, balance sheets, profit and loss statements, journal entries, and so on, into Domo. You can connect to your freee account in the Data Center. This topic discusses the fields and menus specific to the freee Enterprise Connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.Prerequisites
To connect to your freee account and create a DataSet, you must have the following:- freee account
- Creating an application in freee
- The Client ID and Client Secret of the created freee application.
Connecting to your freee Enterprise account
This section enumerates the options in the Credentials and Details panes on the freee Enterprise Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most Connector types and are discussed in great detail in Adding a DataSet Using a Connector.Credentials pane
This pane contains fields for entering credentials to connect to your freee Enterprise account. For information about obtaining these credentials, see “Prerequisites,” above. The following table describes what is needed for each field:Field | Description |
Client ID | The Client ID of the created application in freee. |
Client Secret | The Client Secret of the created application in freee. |
Detail pane
This pane contains primary Report menu, along with other menus which may appear depending on the selected report type.Menu | Description | ||||||||||||||||||||||||
Report | Select the report you want to run. The following reports are available.
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COMPANY ID | Mandatory The ID of your company. You can select the company from the drop-down from which you want to retrieve the report. | ||||||||||||||||||||||||
BASE DATE | Optional Specifying the base date allow you to calculate taxes at the tax rate in effect at the time you specify. Date format: yyyyMMdd (ex. 2019-12-01). | ||||||||||||||||||||||||
UPDATE DATE | Mandatory Filter data by update date. | ||||||||||||||||||||||||
OFFSET | Optional Since the maximum number of items that can be retrieved in on API call is 3,000, specify an offset to retrieve items above 3,000. Default value is 0. For example, specifying ‘1’ will retrieve data from the 3,001st item. | ||||||||||||||||||||||||
KEYWORD | Optional Search keyword. You can retrieve the result of fuzzy search using specified keyword for 取引先名, 正規名称, カナ名称, or data which ショートカットキー1 or 2 exactly matches with the specified keyword. | ||||||||||||||||||||||||
DATE | Optional Filter data by transaction date. | ||||||||||||||||||||||||
ISSUE DATE | Optional Filter data by issued date. | ||||||||||||||||||||||||
FISCAL YEAR | Optional This appear when you select “レポート-賃借対照表” or “レポート-損益計算書” in the Report field. Fiscal year (yyyy). If fiscal year is not specified, the current fiscal year is used as default. | ||||||||||||||||||||||||
SEGMENT TAG | Optional This appear when you select “レポート-仕訳帳” in the Report field. If you select “有り”, the report output the Segmen Tag. |