{"id":91,"date":"2021-06-07T10:30:30","date_gmt":"2021-06-07T01:30:30","guid":{"rendered":"https:\/\/biz.moneyforward.com\/support\/receivable\/?p=91"},"modified":"2026-02-24T12:25:21","modified_gmt":"2026-02-24T03:25:21","slug":"g008","status":"publish","type":"post","link":"https:\/\/biz.moneyforward.com\/support\/receivable\/guide\/opportunity\/g008.html","title":{"rendered":"\u6848\u4ef6\u306e\u4f5c\u6210\u30fb\u7de8\u96c6\u30fb\u524a\u9664\u65b9\u6cd5"},"content":{"rendered":"<h2>\u6982\u8981<\/h2>\n<p>\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001\u6848\u4ef6\u306e\u4f5c\u6210\u30fb\u7de8\u96c6\u30fb\u524a\u9664\u65b9\u6cd5\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<div class=\"box-info\">\n\u300c\u6848\u4ef6\u300d\u753b\u9762\u306b\u3064\u3044\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u30ac\u30a4\u30c9\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<br \/>\n<a href=\"https:\/\/biz.moneyforward.com\/support\/receivable\/guide\/opportunity\/g054.html\" target=\"_blank\" class=\"allow\">\u300c\u6848\u4ef6\u300d\u753b\u9762\u306e\u4f7f\u3044\u65b9<\/a>\n<\/div>\n<h2>\u5bfe\u8c61\u30da\u30fc\u30b8<\/h2>\n<p><a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/transactions\/opportunities\" target=\"_blank\" rel=\"nofollow noopener\">\u6848\u4ef6<\/a><\/p>\n<h2>\u5bfe\u8c61\u306e\u304a\u5ba2\u3055\u307e<\/h2>\n<p>\u300c\u6848\u4ef6\u300d\u306e\u300c\u95b2\u89a7\u300d\u300c\u7de8\u96c6\u300d\u300c\u524a\u9664\u300d\u300cCSV\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u300cSalesforce\u304b\u3089\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u6a29\u9650\u306b\u30c1\u30a7\u30c3\u30af\u304c\u5165\u3063\u305f<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/roles\" target=\"_blank\" rel=\"nofollow noopener\">\u30ed\u30fc\u30eb<\/a>\u3067\u3054\u5229\u7528\u4e2d\u306e\u304a\u5ba2\u3055\u307e<br \/>\n<small>\u203b\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u6a29\u9650\u306b\u3088\u308a\u3001\u64cd\u4f5c\u3067\u304d\u308b\u7bc4\u56f2\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/small><\/p>\n<h2>\u76ee\u6b21<\/h2>\n<ul>\n<li><a href=\"#opportunities\">\u6848\u4ef6\u3068\u306f<\/a><\/li>\n<li><a href=\"#create\">\u6848\u4ef6\u3092\u65b0\u898f\u4f5c\u6210\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"#import\">\u6848\u4ef6\u3092CSV\u30a4\u30f3\u30dd\u30fc\u30c8\u3067\u4f5c\u6210\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"#Salesforce\">\u6848\u4ef6\u3092\u300cSalesforce\u300d\u304b\u3089\u767b\u9332\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"#edit\">\u6848\u4ef6\u3092\u7de8\u96c6\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"#export\">\u6848\u4ef6\u3092CSV\u3067\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<li><a href=\"#delete\">\u6848\u4ef6\u3092\u524a\u9664\u3059\u308b\u65b9\u6cd5<\/a><\/li>\n<\/ul>\n<h2 id=\"opportunities\">\u6848\u4ef6\u3068\u306f<\/h2>\n<p>\u300c\u6848\u4ef6\u300d\u3068\u306f\u3001\u5951\u7d04\u60c5\u5831\u3084\u54c1\u76ee\u306a\u3069\u3001\u53d6\u5f15\u5148\u3068\u306e\u5951\u7d04\u60c5\u5831\u304c\u8a18\u8f09\u3055\u308c\u305f\u3082\u306e\u3092\u3044\u3044\u307e\u3059\u3002<\/p>\n<p>\u6848\u4ef6\u306f\u3001\u4f5c\u6210\u6642\u306b\u5404\u54c1\u76ee\u306e\u58f2\u4e0a\u8a08\u4e0a\u56de\u6570\u3068\u652f\u6255\u56de\u6570\uff08\u8acb\u6c42\u66f8\u306e\u679a\u6570\uff09\u3092\u305d\u308c\u305e\u308c\u8a2d\u5b9a\u3067\u304d\u307e\u3059\u3002<br \/>\n\u8acb\u6c42\u66f8\u306f1\u679a\u3060\u3051\u4f5c\u6210\u3057\u3001\u58f2\u4e0a\u306f\u5404\u6708\u3067\u4f5c\u6210\u3059\u308b\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u306e\u5951\u7d04\u7b49\u3067\u6d3b\u7528\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n<div class=\"box-info\">\n\u6848\u4ef6\u3092\u4f5c\u6210\u3059\u308b\u3068\u3001\u81ea\u52d5\u3067\u58f2\u4e0a\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002\u4f5c\u6210\u3057\u305f\u6848\u4ef6\u3092\u3082\u3068\u306b\u8acb\u6c42\u66f8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002<br \/>\n\u6848\u4ef6\u3068\u58f2\u4e0a\u306e\u9055\u3044\u306b\u3064\u3044\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u30ac\u30a4\u30c9\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<br \/>\n<a href=\"https:\/\/biz.moneyforward.com\/support\/receivable\/faq\/opportunity_faq\/f011.html\" target=\"_blank\" class=\"allow\">\u300c\u6848\u4ef6\u300d\u3068\u300c\u58f2\u4e0a\u300d\u306e\u9055\u3044\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/a>\n<\/div>\n<h2 id=\"create\">\u6848\u4ef6\u3092\u65b0\u898f\u4f5c\u6210\u3059\u308b\u65b9\u6cd5<\/h2>\n<h3>\u624b\u9806<\/h3>\n<ol>\n<li>\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/transactions\/opportunities\" target=\"_blank\" rel=\"nofollow noopener\">\u6848\u4ef6<\/a>\u300d\u753b\u9762\u53f3\u4e0a\u306e\u300c\u65b0\u898f\u4f5c\u6210\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/07\/2022-07-15_20h31_04.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/07\/2022-07-15_20h31_04.png\" alt=\"\" \/><\/a><\/li>\n<li>\u300c\u65b0\u3057\u3044\u6848\u4ef6\u300d\u753b\u9762\u3067\u5404\u9805\u76ee\u3092\u5165\u529b\u3057\u3001\u753b\u9762\u53f3\u4e0b\u306e\u300c\u4f5c\u6210\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n\u5165\u529b\u9805\u76ee\u306e\u8a73\u7d30\u306f<a href=\"#three3\">\u3053\u3061\u3089<\/a>\u306e\u9805\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/p>\n<p><a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-24_15h24_35.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-24_15h24_35.png\" alt=\"\" \/><\/a><\/li>\n<li>\u300c\u6848\u4ef6\u3092\u4f5c\u6210\u3057\u307e\u3057\u305f\u3002\u300d\u3068\u3044\u3046\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u8868\u793a\u3055\u308c\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<br \/>\n\u300c\u8a73\u7d30\u300d\u3092\u30af\u30ea\u30c3\u30af\u3059\u308b\u3068\u3001\u4f5c\u6210\u3055\u308c\u305f\u6848\u4ef6\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/06\/2022-06-28_21h10_24.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/06\/2022-06-28_21h10_24.png\" alt=\"\" \/><\/a><\/li>\n<\/ol>\n<h3 id=\"three3\">\u300c\u6848\u4ef6\u300d\u306b\u767b\u9332\u53ef\u80fd\u306a\u60c5\u5831\u8a73\u7d30<\/h3>\n<table>\n<tbody>\n<tr>\n<th width=\"7%\"> <\/th>\n<th width=\"25%\">\u9805\u76ee\u540d<\/th>\n<th width=\"68%\">\u9805\u76ee\u306e\u8aac\u660e<\/th>\n<\/tr>\n<tr>\n<td>\u2460<\/td>\n<td>\u6d88\u8cbb\u7a0e\u8a2d\u5b9a<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a href=\"https:\/\/receivable.moneyforward.com\/settings\/tax_rounding_method\/edit\" target=\"_blank\" class=\"key\" rel=\"noopener\">\u6d88\u8cbb\u7a0e<\/a>\u300d\u753b\u9762\u306e\u300c\u8a08\u7b97\u65b9\u6cd5\u300d\u306b\u767b\u9332\u3055\u308c\u3066\u3044\u308b\u60c5\u5831\u304c\u53cd\u6620\u3057\u307e\u3059\u3002<br \/>\n\u300c\u6d88\u8cbb\u7a0e\u8a2d\u5b9a\u300d\u3092\u30af\u30ea\u30c3\u30af\u3059\u308b\u3068\u3001\u300c\u7a0e\u8fbc\u300d\u307e\u305f\u306f\u300c\u7a0e\u629c\u300d\u3092\u8a2d\u5b9a\u3067\u304d\u307e\u3059\u3002\n<\/td>\n<\/tr>\n<tr>\n<td>\u2461<\/td>\n<td>\u53d6\u5f15\u5148<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u53d6\u5f15\u5148\u3092\u30d7\u30eb\u30c0\u30a6\u30f3\u304b\u3089\u9078\u629e\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<td>\u2462<\/td>\n<td>\u53d6\u5f15\u5148\u90e8\u9580<\/td>\n<td>\u4efb\u610f\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u53d6\u5f15\u5148\u306b\u7d10\u3065\u304f\u53d6\u5f15\u5148\u90e8\u9580\u3092\u9078\u629e\u3067\u304d\u307e\u3059\u3002<\/td>\n<tr>\n<td>\u2463<\/td>\n<td>\u8acb\u6c42\u5148<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u8acb\u6c42\u5148\u3092\u30d7\u30eb\u30c0\u30a6\u30f3\u304b\u3089\u9078\u629e\u3057\u307e\u3059\u3002<\/td>\n<tr>\n<td>\u2464<\/td>\n<td>\u5951\u7d04\u671f\u9593<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u6848\u4ef6\u306e\u5951\u7d04\u671f\u9593\u306e\u958b\u59cb\u65e5\u3068\u7d42\u4e86\u65e5\u3092\u9078\u629e\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2465<\/td>\n<td>\u90e8\u9580<\/td>\n<td>\u4efb\u610f\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u90e8\u9580\u3092\u30d7\u30eb\u30c0\u30a6\u30f3\u304b\u3089\u9078\u629e\u3067\u304d\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2466<\/td>\n<td>\u50b5\u6a29\u306e\u52d8\u5b9a\u79d1\u76ee<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a href=\"https:\/\/receivable.moneyforward.com\/settings\/default_accounts\/edit\" rel=\"nofollow\" target=\"_blank\" class=\"key\">\u4ed5\u8a33<\/a>\u300d\u753b\u9762\u306e\u300c\u58f2\u4e0a\u8a08\u4e0a\u300d\u306e\u300c\u6848\u4ef6\u304b\u3089\u4f5c\u6210\u300d\u306b\u3042\u308b\u300c\u79d1\u76ee\u3068\u6458\u8981\u300d\u3067\u8a2d\u5b9a\u3057\u305f\u52d8\u5b9a\u79d1\u76ee\u304c\u53cd\u6620\u3055\u308c\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2467<\/td>\n<td>\u50b5\u6a29\u306e\u88dc\u52a9\u79d1\u76ee<\/td>\n<td>\u4efb\u610f\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a href=\"https:\/\/receivable.moneyforward.com\/settings\/default_accounts\/edit\" rel=\"nofollow\" target=\"_blank\" class=\"key\">\u4ed5\u8a33<\/a>\u300d\u753b\u9762\u306e\u300c\u58f2\u4e0a\u8a08\u4e0a\u300d\u306e\u300c\u6848\u4ef6\u304b\u3089\u4f5c\u6210\u300d\u306b\u3042\u308b\u300c\u79d1\u76ee\u3068\u6458\u8981\u300d\u3067\u8a2d\u5b9a\u3057\u305f\u88dc\u52a9\u79d1\u76ee\u304c\u53cd\u6620\u3055\u308c\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2468<\/td>\n<td>\u54c1\u76ee<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u54c1\u76ee\u3092\u30d7\u30eb\u30c0\u30a6\u30f3\u304b\u3089\u9078\u629e\u3057\u307e\u3059\u3002<\/p>\n<ul>\n<li>\u5358\u4fa1\uff1a\u54c1\u76ee\u306b\u8a2d\u5b9a\u3057\u305f\u5358\u4fa1\u304c\u53cd\u6620\u3057\u307e\u3059\u3002\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u7de8\u96c6\u3067\u304d\u307e\u3059\u3002<\/li>\n<li>\u6570\u91cf\uff1a\u534a\u89d2\u6570\u5b57\u3067\u300c-1,000,000\uff5e1,000,000\u300d\u306e\u5024\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/li>\n<li>\u7a0e\u7387\uff1a\u300c\u8a2d\u5b9a\u300d\uff1e\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/masters\/items\" target=\"_blank\" rel=\"nofollow noopener\">\u54c1\u76ee<\/a>\u300d\u753b\u9762\u3067\u5404\u54c1\u76ee\u306b\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u79d1\u76ee\u306b\u7d10\u3065\u304f\u7a0e\u533a\u5206\u304c\u81ea\u52d5\u3067\u53cd\u6620\u3057\u307e\u3059\u3002<\/li>\n<li>\u58f2\u4e0a\u8a08\u4e0a\u56de\u6570\uff1a\u534a\u89d2\u6570\u5b57\u3067\u300c250\u300d\u4ee5\u4e0b\u306e\u6570\u5024\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/li>\n<li>\u652f\u6255\u56de\u6570\uff1a\u8acb\u6c42\u66f8\u306e\u767a\u884c\u679a\u6570\u3067\u3059\u3002\u534a\u89d2\u6570\u5b57\u3067\u300c99\u300d\u4ee5\u4e0b\u306e\u5024\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\u2469<\/td>\n<td>\u30e1\u30e2<\/td>\n<td>\u4efb\u610f\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u6848\u4ef6\u306e\u30e1\u30e2\u30921,000\u5b57\u4ee5\u5185\u3067\u5165\u529b\u3067\u304d\u307e\u3059\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"import\">\u6848\u4ef6\u3092CSV\u30a4\u30f3\u30dd\u30fc\u30c8\u3067\u4f5c\u6210\u3059\u308b\u65b9\u6cd5<\/h2>\n<h3>\u624b\u9806<\/h3>\n<ol>\n<li>\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/transactions\/opportunities\" target=\"_blank\" rel=\"nofollow noopener\">\u6848\u4ef6<\/a>\u300d\u753b\u9762\u53f3\u4e0a\u306e\u300c\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u3001\u300cCSV\u30d5\u30a1\u30a4\u30eb\u300d\u3092\u9078\u629e\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-28_22h36_02.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-28_22h36_02.png\" alt=\"\" \/><\/a><\/li>\n<li>CSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3057\u307e\u3059\u3002<br \/>\nWindows\u306f\u300cShift-JIS\u3067\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u300d\u3001Mac\u306f\u300cUTF-8\u3067\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u3066\u304f\u3060\u3055\u3044\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2025\/03\/2025-03-19_18h07_18.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2025\/03\/2025-03-19_18h07_18.png\" alt=\"\" \/><\/a><\/li>\n<li>\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3057\u305fCSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u958b\u304d\u3001\u5fc5\u8981\u4e8b\u9805\u3092\u5165\u529b\u3057\u3066\u4fdd\u5b58\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_11h41_20.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_11h41_20.png\" alt=\"\" \/><\/a><\/p>\n<p>1\u3064\u306e\u6848\u4ef6\u306b\u8907\u6570\u306e\u54c1\u76ee\u304c\u7d10\u3065\u304f\u969b\u306f\u300c\u53d6\u5f15No.\u300d\u300c\u53d6\u5f15\u5148\u30b3\u30fc\u30c9\u300d\u300c\u5951\u7d04\u958b\u59cb\u65e5\u300d\u300c\u5951\u7d04\u7d42\u4e86\u65e5\u300d\u7b49\u3001\u6848\u4ef6\u5185\u3067\u5171\u901a\u3059\u308b\u9805\u76ee\u306b\u3059\u3079\u3066\u540c\u3058\u60c5\u5831\u3092\u5165\u529b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u5165\u529b\u9805\u76ee\u306e\u8a73\u7d30\u306f<a href=\"#three2\">\u3053\u3061\u3089<\/a>\u306e\u9805\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_11h45_23.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_11h45_23.png\" alt=\"\" \/><\/a><\/li>\n<li>\u753b\u9762\u53f3\u4e0a\u306e\u300c\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u3001\u300cCSV\u30d5\u30a1\u30a4\u30eb\u300d\u3092\u9078\u629e\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-28_22h36_02.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-28_22h36_02.png\" alt=\"\" \/><\/a><\/li>\n<li>\u300c\u6848\u4ef6\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u753b\u9762\u3067\u300c\u30d5\u30a1\u30a4\u30eb\u3092\u9078\u629e\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u3066\u30d5\u30a1\u30a4\u30eb\u3092\u9078\u629e\u3059\u308b\u304b\u3001\u30d5\u30a1\u30a4\u30eb\u3092\u30c9\u30e9\u30c3\u30b0\uff06\u30c9\u30ed\u30c3\u30d7\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/05\/2022-05-11_09h43_26.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/05\/2022-05-11_09h43_26.png\" alt=\"\" \/><\/a>\n<\/li>\n<li>\u300c\u30a4\u30f3\u30dd\u30fc\u30c8\u304c\u5b8c\u4e86\u3057\u307e\u3057\u305f\u3002\u300d\u3068\u8868\u793a\u3055\u308c\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_09h00_11.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/06\/2024-06-07_09h00_11.png\" alt=\"\" \/><\/a>\n<\/li>\n<div class=\"box-info\">\n<ul style=\"margin: 0px 0px 0px 20px\">\n<li>CSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u30d5\u30a1\u30a4\u30eb\u5f62\u5f0f\u306f\u5909\u66f4\u305b\u305a\u306b\u5229\u7528\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/li>\n<li>CSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u4efb\u610f\u9805\u76ee\u306e\u5217\u304c\u5b58\u5728\u3057\u306a\u3044CSV\u30d5\u30a1\u30a4\u30eb\u3084\u3001\u9805\u76ee\u306e\u4e26\u3073\u9806\u304c\u7570\u306a\u308bCSV\u30d5\u30a1\u30a4\u30eb\u3082\u30a4\u30f3\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/div>\n<h3 id=\"three2\">CSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u767b\u9332\u53ef\u80fd\u306a\u60c5\u5831\u8a73\u7d30<\/h3>\n<\/ol>\n<table>\n<tbody>\n<tr>\n<th width=\"7%\"> <\/th>\n<th width=\"25%\">\u9805\u76ee\u540d<\/th>\n<th width=\"68%\">\u9805\u76ee\u306e\u8aac\u660e<\/th>\n<\/tr>\n<tr>\n<td>\u2460<\/td>\n<td>\u53d6\u5f15No<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u304c\u3001\u6848\u4ef6\u60c5\u5831\u306b\u306f\u53cd\u6620\u3057\u307e\u305b\u3093\u3002<br \/>\nCSV\u30d5\u30a1\u30a4\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5185\u3067\u7570\u306a\u308b\u6848\u4ef6\u306b\u3064\u3044\u3066\u306f\u91cd\u8907\u3057\u306a\u3044\u756a\u53f7\u3092\u5272\u308a\u5f53\u3066\u3066\u304f\u3060\u3055\u3044\u3002<br \/>\n\u6570\u5b57\u306e\u307f10\u5b57\u4ee5\u5185\u3067\u5165\u529b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2461<\/td>\n<td>\u53d6\u5f15\u5148\u30b3\u30fc\u30c9<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/masters\/clients\" target=\"_blank\" rel=\"nofollow noopener\">\u53d6\u5f15\u5148<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u53d6\u5f15\u5148\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2462<\/td>\n<td>\u53d6\u5f15\u5148\u90e8\u9580\u30b3\u30fc\u30c9 \u4efb\u610f<\/td>\n<td>\n\u300c\u53d6\u5f15\u5148\u30b3\u30fc\u30c9\u300d\u3067\u8a2d\u5b9a\u3057\u305f\u53d6\u5f15\u5148\u306b\u7d10\u3065\u304f\u53d6\u5f15\u5148\u90e8\u9580\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2463<\/td>\n<td>\u8acb\u6c42\u5148\u30b3\u30fc\u30c9<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/masters\/invoice_addresses\" target=\"_blank\" rel=\"nofollow noopener\">\u8acb\u6c42\u5148<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u8acb\u6c42\u5148\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3057\u307e\u3059\u3002<br \/>\n\u300c\u53d6\u5f15\u5148\u30b3\u30fc\u30c9\u300d\u300c\u53d6\u5f15\u5148\u90e8\u9580\u30b3\u30fc\u30c9\u300d\u306b\u3088\u3063\u3066\u8acb\u6c42\u5148\u304c\u7d10\u3065\u3044\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u7a7a\u6b04\u3067\u53d6\u308a\u8fbc\u3080\u3068\u305d\u306e\u8acb\u6c42\u5148\u304c\u81ea\u52d5\u3067\u53cd\u6620\u3057\u307e\u3059\u3002\n<\/td>\n<tr>\n<td>\u2464<\/td>\n<td>\u5951\u7d04\u958b\u59cb\u65e5<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u5951\u7d04\u958b\u59cb\u65e5\u3092\u300cyyyy\/MM\/dd\u300d\u307e\u305f\u306f\u300cyyyy\/M\/d\u300d\u5f62\u5f0f\u3067\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2465<\/td>\n<td>\u5951\u7d04\u7d42\u4e86\u65e5<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u5951\u7d04\u7d42\u4e86\u65e5\u3092\u300cyyyy\/MM\/dd\u300d\u307e\u305f\u306f\u300cyyyy\/M\/d\u300d\u5f62\u5f0f\u3067\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2466<\/td>\n<td>\u90e8\u9580\u30b3\u30fc\u30c9 \u4efb\u610f<\/td>\n<td>\n\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/masters\/departments\" target=\"_blank\" rel=\"nofollow noopener\">\u90e8\u9580<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u89aa\u90e8\u9580\u30b3\u30fc\u30c9\u307e\u305f\u306f\u5b50\u90e8\u9580\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2467<\/td>\n<td>\u50b5\u6a29\u306e\u52d8\u5b9a\u79d1\u76ee\u30b3\u30fc\u30c9 \u4efb\u610f<\/td>\n<td>\n\u30af\u30e9\u30a6\u30c9\u4f1a\u8a08Plus\u306e\u300c<a class=\"key\" href=\"https:\/\/enterprise-accounting.moneyforward.com\/bs_items\" target=\"_blank\" rel=\"nofollow noopener\">\u52d8\u5b9a\u79d1\u76ee<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u52d8\u5b9a\u79d1\u76ee\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<br \/>\n\u6848\u4ef6\u304b\u3089\u4f5c\u6210\u3055\u308c\u308b\u58f2\u4e0a\u306b\u7d10\u3065\u304f\u58f2\u4e0a\u4ed5\u8a33\u306e\u501f\u65b9\u52d8\u5b9a\u79d1\u76ee\u306b\u53cd\u6620\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2468<\/td>\n<td>\u50b5\u6a29\u306e\u88dc\u52a9\u79d1\u76ee\u30b3\u30fc\u30c9 \u4efb\u610f<\/td>\n<td>\n\u30af\u30e9\u30a6\u30c9\u4f1a\u8a08Plus\u306e\u300c<a class=\"key\" href=\"https:\/\/enterprise-accounting.moneyforward.com\/bs_items\" target=\"_blank\" rel=\"nofollow noopener\">\u52d8\u5b9a\u79d1\u76ee<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u88dc\u52a9\u79d1\u76ee\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<br \/>\n\u6848\u4ef6\u304b\u3089\u4f5c\u6210\u3055\u308c\u308b\u58f2\u4e0a\u306b\u7d10\u3065\u304f\u58f2\u4e0a\u4ed5\u8a33\u306e\u501f\u65b9\u88dc\u52a9\u79d1\u76ee\u306b\u53cd\u6620\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u2469<\/td>\n<td>\u54c1\u76ee\u30b3\u30fc\u30c9<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/masters\/items\" target=\"_blank\" rel=\"nofollow noopener\">\u54c1\u76ee<\/a>\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u54c1\u76ee\u30b3\u30fc\u30c9\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246a<\/td>\n<td>\u5358\u4fa1<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u534a\u89d2\u6570\u5b57\u3067\u300c-1,000,000,000\uff5e1,000,000,000\u300d\u306e\u5024\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246b<\/td>\n<td>\u6570\u91cf<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u534a\u89d2\u6570\u5b57\u3067\u300c-1,000,000\uff5e1,000,000\u300d\u306e\u5024\u3092\u5165\u529b\u3057\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246c<\/td>\n<td>\u58f2\u4e0a\u8a08\u4e0a\u56de\u6570 \u4efb\u610f<\/td>\n<td>\n\u534a\u89d2\u6570\u5b57\u3067\u300c250\u300d\u4ee5\u4e0b\u306e\u5024\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<br \/>\n\u7a7a\u6b04\u306e\u5834\u5408\u306f\u3001\u300c\u5951\u7d04\u958b\u59cb\u65e5\u300d\u3068\u300c\u5951\u7d04\u7d42\u4e86\u65e5\u300d\u306b\u5165\u529b\u3057\u305f\u5951\u7d04\u6708\u306b\u57fa\u3065\u304d\u3001\u81ea\u52d5\u3067\u58f2\u4e0a\u56de\u6570\u304c\u8a2d\u5b9a\u3055\u308c\u307e\u3059\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246d<\/td>\n<td>\u652f\u6255\u56de\u6570<\/td>\n<td>\u5fc5\u9808\u9805\u76ee\u3067\u3059\u3002<br \/>\n\u652f\u6255\u56de\u6570\uff08\u8acb\u6c42\u66f8\u767a\u884c\u679a\u6570\uff09\u3092\u5165\u529b\u3057\u307e\u3059\u3002<br \/>\n\u534a\u89d2\u6570\u5b57\u3067\u300c99\u300d\u4ee5\u4e0b\u306e\u5024\u3092\u5165\u529b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246e<\/td>\n<td>\u30e1\u30e2 \u4efb\u610f<\/td>\n<td>\n\u30e1\u30e2\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<br \/>\n1,000\u5b57\u4ee5\u5185\u3067\u5165\u529b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u246f<\/td>\n<td>\u8a08\u7b97\u65b9\u6cd5 \u4efb\u610f<\/td>\n<td>\n\u300c\u7a0e\u8fbc\u300d\u307e\u305f\u306f\u300c\u7a0e\u629c\u300d\u3092\u5165\u529b\u3067\u304d\u307e\u3059\u3002<br \/>\n\u7a7a\u6b04\u306e\u5834\u5408\u306f\u3001\u300c<a href=\"https:\/\/receivable.moneyforward.com\/settings\/tax_rounding_method\/edit\" target=\"_blank\" class=\"key\" rel=\"noopener\">\u6d88\u8cbb\u7a0e<\/a>\u300d\u753b\u9762\u306e\u300c\u8a08\u7b97\u65b9\u6cd5\u300d\u3067\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u8a08\u7b97\u65b9\u6cd5\u306b\u5fdc\u3058\u3066\u6848\u4ef6\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div class=\"box-info\">\n1\u3064\u306e\u6848\u4ef6\u306b\u8907\u6570\u306e\u54c1\u76ee\u304c\u7d10\u3065\u304fCSV\u30d5\u30a1\u30a4\u30eb\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u3068\u3001\u300c\u53d6\u5f15No\u304c\u91cd\u8907\u3057\u3066\u3044\u307e\u3059\u300d\u3068\u3044\u3046\u30a8\u30e9\u30fc\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u8868\u793a\u3055\u308c\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u8a72\u5f53\u306e\u30a8\u30e9\u30fc\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u8868\u793a\u3055\u308c\u305f\u5834\u5408\u306f\u3001\u300c\u53d6\u5f15No.\u300d\u300c\u53d6\u5f15\u5148\u30b3\u30fc\u30c9\u300d\u300c\u5951\u7d04\u958b\u59cb\u65e5\u300d\u300c\u5951\u7d04\u7d42\u4e86\u65e5\u300d\u7b49\u306e\u9805\u76ee\u304c1\u3064\u306e\u6848\u4ef6\u5185\u3067\u4e0d\u4e00\u81f4\u3068\u306a\u3063\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\n<\/div>\n<h3>\u6848\u4ef6\u306eCSV\u30a4\u30f3\u30dd\u30fc\u30c8\u3092\u4e2d\u6b62\u3059\u308b\u65b9\u6cd5<\/h3>\n<ol>\n<li>\u300c\u6848\u4ef6\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u753b\u9762\u3067\u300c\u4e2d\u6b62\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_16h56_20.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_16h56_20.png\" alt=\"\" \/><\/a>\n<\/li>\n<li>\u300c\u6848\u4ef6\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u3092\u4e2d\u6b62\u3057\u307e\u3059\u304b\uff1f\u300d\u753b\u9762\u3067\u300c\u4e2d\u6b62\u3059\u308b\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_19h41_47.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_19h41_47.png\" alt=\"\" \/><\/a>\n<\/li>\n<li>\u300c\u4e00\u90e8\u306e\u6848\u4ef6\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u3092\u4e2d\u6b62\u3057\u307e\u3057\u305f\u300d\u3068\u8868\u793a\u3055\u308c\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<br \/>\n\u30a4\u30f3\u30dd\u30fc\u30c8\u6e08\u307f\u306e\u6848\u4ef6\u304c\u3042\u308b\u5834\u5408\u3001\u300c\u6848\u4ef6\u25cf\u4ef6\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3057\u307e\u3057\u305f\u300d\u3068\u8868\u793a\u3055\u308c\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_19h44_40.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-21_19h44_40.png\" alt=\"\" \/><\/a>\n<\/li>\n<\/ol>\n<div class=\"box-error\">\n<strong>\uff1c\u3054\u6ce8\u610f\uff1e<\/strong><br \/>\n\u30a4\u30f3\u30dd\u30fc\u30c8\u6e08\u307f\u306e\u6848\u4ef6\u304c\u3042\u308b\u5834\u5408\u3001\u518d\u5ea6\u540c\u3058\u30c7\u30fc\u30bf\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u3068\u3001\u91cd\u8907\u3057\u3066\u540c\u3058\u6848\u4ef6\u304c\u767b\u9332\u3055\u308c\u307e\u3059\u3002<br \/>\n\u305d\u306e\u305f\u3081\u3001\u518d\u5ea6\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u524d\u306b\u30c7\u30fc\u30bf\u3092\u78ba\u8a8d\u3057\u3001\u9069\u5b9c\u4fee\u6b63\u3092\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002\n<\/div>\n<h2 id=\"Salesforce\">\u6848\u4ef6\u3092\u300cSalesforce\u300d\u304b\u3089\u767b\u9332\u3059\u308b\u65b9\u6cd5<\/h2>\n<h3>\u624b\u9806<\/h3>\n<ol>\n<li>\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/transactions\/opportunities\" target=\"_blank\" rel=\"nofollow noopener\">\u6848\u4ef6<\/a>\u300d\u753b\u9762\u3067\u300c\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u3001\u300cSalesforce\u300d\u3092\u9078\u629e\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-26_16h27_02.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-26_16h27_02.png\" alt=\"\" \/><\/a><\/li>\n<li>\u300c\u6848\u4ef6\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u753b\u9762\u3067\u6848\u4ef6\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3059\u308b\u300cSalesforce\u300d\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u9078\u629e\u3057\u3001\u300c\u30a4\u30f3\u30dd\u30fc\u30c8\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-26_16h28_12.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2022\/10\/2022-10-26_16h28_12.png\" alt=\"\" \/><\/a>\n<\/li>\n<li>\u300cSalesforce (\u25cf\u25cf\u25cf) \u304b\u3089\u6848\u4ef6 \u25cf\u25cf \u4ef6\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3057\u307e\u3057\u305f\u300d\u3068\u8868\u793a\u3055\u308c\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/li>\n<\/ol>\n<h3>\u3054\u6ce8\u610f<\/h3>\n<ul>\n<li>\u300c\u8a2d\u5b9a\u300d\uff1e\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/settings\/salesforce\/connections\" target=\"_blank\" rel=\"noopener\">Salesforce<\/a>\u300d\uff1e\u300c\u9023\u643a\u8a2d\u5b9a\u300d\uff1e\u300c\u6848\u4ef6\u300d\u753b\u9762\u3067\u8a2d\u5b9a\u3057\u305f\u6761\u4ef6\u3067\u30a4\u30f3\u30dd\u30fc\u30c8\u3055\u308c\u307e\u3059\u3002<\/li>\n<li>\u30de\u30cd\u30fc\u30d5\u30a9\u30ef\u30fc\u30c9 \u30af\u30e9\u30a6\u30c9\u8acb\u6c42\u66f8Plus\u3067\u672a\u767b\u9332\u306e\u6848\u4ef6\u306f\u3001\u300c\u6848\u4ef6\u300d\u753b\u9762\u306b\u65b0\u898f\u6848\u4ef6\u3068\u3057\u3066\u8ffd\u52a0\u3055\u308c\u307e\u3059\u3002<\/li>\n<li>\u9023\u643a\u6e08\u307f\u306e\u6848\u4ef6\u306f\u81ea\u52d5\u66f4\u65b0\u3055\u308c\u307e\u305b\u3093\u3002\u300cSalesforce\u300d\u3067\u5909\u66f4\u304c\u3042\u3063\u305f\u5834\u5408\u3001\u30af\u30e9\u30a6\u30c9\u8acb\u6c42\u66f8Plus\u306b\u5909\u66f4\u5f8c\u306e\u60c5\u5831\u3092\u53cd\u6620\u3059\u308b\u305f\u3081\u306b\u306f\u624b\u5165\u529b\u3067\u306e\u4fee\u6b63\u304c\u5fc5\u8981\u3067\u3059\u3002<\/li>\n<li>\u30a4\u30f3\u30dd\u30fc\u30c8\u6642\u70b9\u3067\u300c<a href=\"https:\/\/receivable.moneyforward.com\/settings\/tax_rounding_method\/edit\" target=\"_blank\" class=\"key\" rel=\"noopener\">\u6d88\u8cbb\u7a0e<\/a>\u300d\u753b\u9762\u306e\u300c\u8a08\u7b97\u65b9\u6cd5\u300d\u306b\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u8a08\u7b97\u65b9\u6cd5\u306b\u5fdc\u3058\u3066\u6848\u4ef6\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002<\/li>\n<\/ul>\n<h2 id=\"edit\">\u6848\u4ef6\u3092\u7de8\u96c6\u3059\u308b\u65b9\u6cd5<\/h2>\n<p>\u6848\u4ef6\u306e\u8a73\u7d30\u753b\u9762\u3067\u300c\u7de8\u96c6\u300d\u3092\u30af\u30ea\u30c3\u30af\u3059\u308b\u3068\u3001\u5185\u5bb9\u3092\u7de8\u96c6\u3067\u304d\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-15_13h19_42.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2024\/08\/2024-08-15_13h19_42.png\" alt=\"\" \/><\/a><\/p>\n<div class=\"box-error\">\n<strong>\uff1c\u3054\u6ce8\u610f\uff1e<\/strong><\/p>\n<ul style=\"margin: 0px 0px 0px 20px\">\n<li>\u6d88\u8cbb\u7a0e\u306e\u8a08\u7b97\u65b9\u6cd5\uff08\u7a0e\u8fbc\u30fb\u7a0e\u629c\uff09\u306f\u7de8\u96c6\u3067\u304d\u307e\u305b\u3093\u3002<\/li>\n<li>\u5bfe\u8c61\u306e\u6848\u4ef6\u3092\u3082\u3068\u306b\u8acb\u6c42\u66f8\u304c\u4f5c\u6210\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u58f2\u4e0a\u306e\u8ffd\u52a0\u3068\u30e1\u30e2\u306e\u7de8\u96c6\u306e\u307f\u884c\u3048\u307e\u3059\u3002<\/li>\n<\/ul>\n<\/div>\n<h2 id=\"export\">\u6848\u4ef6\u3092CSV\u3067\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3059\u308b\u65b9\u6cd5<\/h2>\n<h3>\u624b\u9806<\/h3>\n<ol>\n<li>\u300c<a class=\"key\" href=\"https:\/\/receivable.moneyforward.com\/transactions\/opportunities\" target=\"_blank\" rel=\"nofollow noopener\">\u6848\u4ef6<\/a>\u300d\u753b\u9762\u3067\u300c\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2023\/07\/2023-07-26_08h36_39.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2023\/07\/2023-07-26_08h36_39.png\" alt=\"\" \/><\/a><\/li>\n<li>\u300c\u6848\u4ef6\u54c1\u76ee\u3042\u308a\uff08Shift-JIS\uff09\u300d\u300c\u6848\u4ef6\u54c1\u76ee\u3042\u308a\uff08UTF-8\uff09\u300d\u300c\u6848\u4ef6\u54c1\u76ee\u306a\u3057\uff08Shift-JIS\uff09\u300d\u300c\u6848\u4ef6\u54c1\u76ee\u306a\u3057\uff08UTF-8\uff09\u300d\u306e\u3044\u305a\u308c\u304b\u3092\u9078\u629e\u3057\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2023\/07\/2023-07-26_08h41_44.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/22\/2023\/07\/2023-07-26_08h41_44.png\" alt=\"\" \/><\/a><\/li>\n<\/ol>\n<h3>\u300c\u6848\u4ef6\u54c1\u76ee\u3042\u308a\u300d\u300c\u6848\u4ef6\u54c1\u76ee\u306a\u3057\u300d\u306b\u3064\u3044\u3066<\/h3>\n<p>\u300c\u6848\u4ef6\u54c1\u76ee\u3042\u308a\u300d\u3068\u300c\u6848\u4ef6\u54c1\u76ee\u306a\u3057\u300d\u3067\u306f\u3001\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3067\u304d\u308b\u9805\u76ee\u304c\u7570\u306a\u308a\u307e\u3059\u3002<br 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