COREC to freee Integration: Complete Guide to Automating Your Workflow
Learn how to link COREC order data with freee. Discover 3 methods including AI automation to eliminate manual CSV exports and transcription errors.
“We use COREC for orders and freee for accounting, but there’s no direct link…”
If you’re manually transferring data between these two systems, you’re not alone. This guide covers all the ways to connect COREC and freee, from manual methods to AI-powered automation.
The COREC-freee Integration Challenge
What is COREC?
COREC is a popular order management system for Japanese SMBs.
| Feature | Description |
|---|---|
| Order management | Track customer orders |
| Quote creation | Generate professional quotes |
| Delivery tracking | Monitor shipments |
| Customer database | Manage contacts |
What is freee?
freee is Japan’s leading cloud accounting software.
| Feature | Description |
|---|---|
| Bookkeeping | Double-entry accounting |
| Invoicing | Create and send invoices |
| Tax filing | Corporate tax preparation |
| Banking | Bank account integration |
The Problem
There is currently no official one-click direct integration to convert COREC orders into freee invoices.
| Current State | Impact |
|---|---|
| No API connection | Manual work required |
| Different data formats | Reformatting needed |
| Timing mismatch | Delays in invoicing |
As a result, many businesses end up manually transcribing data, which becomes a significant burden during month-end closing.
Method 1: CSV Import/Export (Manual)
This is currently the most common method.
Process
| Step | Action | Time |
|---|---|---|
| 1 | Export from COREC | 5 min |
| 2 | Open in Excel | 1 min |
| 3 | Reformat columns | 15 min |
| 4 | Check for errors | 10 min |
| 5 | Upload to freee | 5 min |
| 6 | Verify import | 10 min |
| Total | Per batch | ~45 min |
Detailed Steps
Step 1: Export from COREC
Download order data as a CSV file from COREC’s export function.
Step 2: Reformat for freee
Use Excel to reorder columns and adjust fields to match freee’s import format.
| COREC Field | freee Field | Conversion Needed |
|---|---|---|
| Order Date | 取引日 | Format change |
| Customer | 取引先 | Direct copy |
| Product | 品目 | May need adjustment |
| Amount | 金額 | Direct copy |
| Tax | 税区分 | Code conversion |
Step 3: Upload to freee
Import the processed file through freee’s manual upload feature.
Evaluation
| Criteria | Rating | Notes |
|---|---|---|
| Cost | ◎ Free | No additional tools |
| Time | × High | 45+ min per batch |
| Accuracy | △ Medium | Human error possible |
| Scalability | × Poor | Doesn’t scale |
Pros: No additional cost. Cons: Time-consuming every month. High risk of data inconsistency due to manual processing.
Method 2: Link via Third-Party Tools
A workaround is linking through intermediate platforms.
Option A: COREC → Square → freee
| Step | Connection | Method |
|---|---|---|
| 1 | COREC → Square | Manual or Zapier |
| 2 | Square → freee | Official integration |
Pros: Smooth if you already use Square for retail sales. Cons: Complex for pure B2B businesses.
Option B: COREC → Zapier → freee
| Step | Action |
|---|---|
| 1 | Set up COREC trigger |
| 2 | Configure data mapping |
| 3 | Connect to freee action |
Pros: Flexible customization. Cons: Monthly Zapier cost ($20-100+).
Option C: COREC → Make.com → freee
Similar to Zapier but with different pricing.
| Factor | Zapier | Make.com |
|---|---|---|
| Ease of use | Higher | Medium |
| Cost for low volume | Lower | Lower |
| Cost for high volume | Higher | Lower |
Evaluation of Third-Party Tools
| Criteria | Rating | Notes |
|---|---|---|
| Cost | △ Medium | $20-100+/month |
| Time | ○ Low | After setup |
| Accuracy | ○ Good | Data flows automatically |
| Scalability | ○ Good | Handles volume |
| Setup | × Hard | Technical knowledge needed |
Method 3: AI Automation with Totsugo (Recommended)
With the AI agent “Totsugo,” you can achieve direct data integration between COREC and freee without any coding.
How It Works
| Step | What Happens | Your Action |
|---|---|---|
| 1 | Totsugo receives order data | Upload or connect |
| 2 | AI analyzes content | Automatic |
| 3 | Draft created in freee | Automatic |
| 4 | You review and approve | Hit Enter |
How It Eliminates Transcription
Totsugo reads order emails or API data directly from COREC.
| Feature | Description |
|---|---|
| AI Content Recognition | Instantly analyzes items, prices, quantities, tax rates |
| Auto-Draft in freee | Creates invoice draft without manual entry |
| One-Click Approval | Review and hit “Approve” to finish |
Why Choose Totsugo for COREC Integration?
| Benefit | Description | Impact |
|---|---|---|
| Zero Processing | No Excel reformatting | Save 45 min/batch |
| Zero Errors | No manual entry mistakes | Eliminate rework |
| Real-Time | Drafts created as orders arrive | Faster invoicing |
| No Coding | Set up without developers | Start today |
Evaluation
| Criteria | Rating | Notes |
|---|---|---|
| Cost | ○ Medium | Subscription fee |
| Time | ◎ Very Low | Minutes per month |
| Accuracy | ◎ High | AI + human review |
| Scalability | ◎ Excellent | Handles any volume |
| Setup | ◎ Easy | Same-day start |
Comparison of All Methods
| Method | Cost | Time | Accuracy | Ease |
|---|---|---|---|---|
| CSV Manual | Free | High | Medium | Easy |
| Third-Party | Medium | Low | Good | Hard |
| AI (Totsugo) | Medium | Very Low | High | Easy |
ROI Calculation
For a business processing 50 orders per month:
Before: CSV Method
| Item | Value |
|---|---|
| Time per batch | 45 min |
| Batches per month | 4 |
| Monthly time | 3 hours |
| Error rate | 2% |
| Rework time | 1 hour |
| Total monthly time | 4 hours |
After: AI Method
| Item | Value |
|---|---|
| Review time | 15 min |
| Error rate | <0.1% |
| Total monthly time | 15 min |
Savings
| Metric | Improvement |
|---|---|
| Time saved | 3.75 hours/month |
| Annual time saved | 45 hours |
| Error reduction | 95%+ |
Frequently Asked Questions
Q. Does COREC have an API?
A. COREC offers API access for some plans. Totsugo can connect via API or email forwarding.
Q. Can I use this with freee Deals (freee取引)?
A. Yes. Totsugo creates draft transactions or invoices based on your preference.
Q. What if my COREC data has custom fields?
A. AI understands custom fields and maps them appropriately.
Q. Is my data secure?
A. All data is encrypted in transit and at rest, deleted after processing.
Q. How long does setup take?
A. Most users are running within 30 minutes.
Summary
While an official direct link between COREC and freee is missing, AI provides a solution that is even more convenient than a standard integration.
| Approach | Effort | Result |
|---|---|---|
| Wait for official integration | None | Unknown timeline |
| Build custom integration | High | Expensive |
| Use AI automation | Low | Start today |
If you spend hours on CSV processing or worry about transcription errors, it’s time to try the next generation of automation with an AI agent.
🚀 Automate Reconciliation with Totsugo
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