Installation Method / How to Use

What you can achieve with Sansan with kintone

The Sansan with kintone can be used to configure the following features.

1. Bulk registration and bulk updating based on Sansan data

• new registration with bulk importing of Sansan data to kintone
• bulk updating of data brought over from Sansan
• Simultaneous bulk new registration and bulk updating

  Updating of data brought over from Sansan and bulk new registration of data that has not been brought over

• Linkage and bulk updating of kintone data and Sansan data using your email address

2. Incorporate Sansan data for each record

• From the kintone detailed record screen, the Sansan data you want to bring over is retrieved, and the values are inserted into the relevant fields
• For data that has been brought over from Sansan, update Sansan data with one button from the kintone detailed record screen

Getting Started

• Request a trial version of the kintone with Sansan plugin

  https://kintone.tamsan.sg/trial

• Adding plugins to kintone

  Please refer to "Adding Plugins to System Management" on the kintone help page.

• Issuance of Sansan API key

  Click this link while logged in to Sansan to go the API key issue page.
  Reference：Sansan API Documentation: Issuing API Keys

Advance preparations: App build confirmation

1. Company App + Contact Person Subtable Management

For using the company app to manage one set of company records with subtables for multiple contact persons within the same app.

Example: Managing two contact persons working at K.K. TAMSAN:

• Company App (one record): K.K. TAMSAN
• Subtables (two tables) within the same record: [Contact Person] Amagi, [Contact Person] Taresore

Sample case from the kintone app screen

Click here for detailed information on how to use this build

2. Company App + Contact Person App

For separately managing a company app and contact person app to form correlation by checking the company app from the contact person app.

Example: Managing two contact persons working at K.K. TAMSAN:

• Company App (one record): K.K. TAMSAN
• Contact Person app (two records): [Contact Person] Amagi, [Contact Person] Taresore

Sample case from the kintone app screen

Click here for detailed information on how to use this build

3. Contact Person/Company App

For management of contact person information and company information together in one app.

Example: Managing two contact persons working at K.K. TAMSAN:

• Contact Person app (two records): [Contact Person] Amagi, [Contact Person] Taresore
  ※The information for K.K. TAMSAN is input into both records.

Sample case from the kintone app screen

Click here for detailed information on how to use this build