---
title: How to Connect to SmartHR
description: This article explains how to set up SmartHR as an integrated application with mfloow.
---

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# How to Connect to SmartHR

## This article explains how to set up SmartHR as an integrated application with mfloow.

Updated May 17, 2024

 

 

| **User Permissions for Accessing This Feature** |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- |
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest  | General |
| ○ | ○ | × | × | × | × |

 

By integrating with external services, you can take advantage of automation features.

This section explains how to integrate with SmartHR and configure automation settings.

 

1. [How to Connect the App](https://help.mfloow.com/en/smarthr-connection#add-app)
2. [Automation Settings](https://help.mfloow.com/en/smarthr-connection#automation)
3. [Reference: Items Linked with SmartHR](https://help.mfloow.com/en/smarthr-connection#smarthr-ref)

 

### How to Connect the App

The steps to follow are as follows:

**①　Generate an "access token" in SmartHR.**

　　You can generate an access token by navigating to "Common Settings" \> "External System Integration" in SmartHR. For more detailed instructions, please refer to the SmartHR documentation.

**②　In the mfloow application integration, enter the "access token" generated in step 1 along with the "API endpoint."**

 

In the application integration main screen, navigate to "Settings" and select "Application Integration," then choose "SmartHR."

![01-Smart](https://help.mfloow.com/hs-fs/hubfs/01-Smart.png?width=688&height=407&name=01-Smart.png)

SmartHR integration details screen:

![02-Smart](https://help.mfloow.com/hs-fs/hubfs/02-Smart.png?width=688&height=402&name=02-Smart.png)

Enter the "access token" issued by SmartHR, followed by the "API endpoint URL."

The API endpoint URL should be the URL associated with your SmartHR account, formatted as follows: "**https://xxxxxx.smarthr.jp/**", where "**xxxxxx**" represents your unique company identifier. Please confirm your company's unique URL, as 'xxxxxx' varies for each organization.

Please save the configuration settings. If you encounter any errors, double-check the access token and API endpoint URL for accuracy.

\*If you are unable to locate your access token, please generate a new one.

 

### Automation Settings

Click the "Create Automation" button located on the Automation screen.

![03-Smart](https://help.mfloow.com/hs-fs/hubfs/03-Smart.png?width=688&height=259&name=03-Smart.png)

Enter a name for the automation and click the "Create New" button.

![02-SH](https://help.mfloow.com/hs-fs/hubfs/02-SH.png?width=568&height=414&name=02-SH.png)

Set up the automation rules by clicking on each step to access the options menu.

![03-SH](https://help.mfloow.com/hs-fs/hubfs/03-SH.png?width=688&height=546&name=03-SH.png)

![04-SH](https://help.mfloow.com/hs-fs/hubfs/04-SH.png?width=688&height=470&name=04-SH.png)

#### Automation Rules

 

| **Condition** | **Value** |
| --- | --- |
| ① Trigger | Conditions for Automation Activation |
| ② Filter | You can select values based on employment status and employment type. |
| ③ Approval Manager | Can be selected at the discretion of the administrator. |
| ④ Action | Create an account in SmartHR |

**Example: when a full-time employee is created in mfloow, an account will be automatically generated in SmartHR.**

Set the "Trigger" to "Member Creation."

![05-SH](https://help.mfloow.com/hs-fs/hubfs/05-SH.png?width=688&height=514&name=05-SH.png)

 

Set the "Filter" to select "Active" for the employment status and "Full-time" for the employment type.

![06-SH](https://help.mfloow.com/hs-fs/hubfs/06-SH.png?width=688&height=498&name=06-SH.png)

![07-SH](https://help.mfloow.com/hs-fs/hubfs/07-SH.png?width=688&height=561&name=07-SH.png)

 

Set the "Approval Manager" to the designated approver member. Please note that an account will only be created in SmartHR once it has been approved.

![04-SmartHR-01](https://help.mfloow.com/hs-fs/hubfs/04-SmartHR-01.png?width=623&height=513&name=04-SmartHR-01.png)

 

Set the "Action" to "Create Member" in SmartHR.

![05-SmartHR-02](https://help.mfloow.com/hs-fs/hubfs/05-SmartHR-02.png?width=623&height=564&name=05-SmartHR-02.png)

 

To activate the created automation, click the "Inactive" icon on the rule details screen, and then click the "Activate" button.

![07-SmartHR](https://help.mfloow.com/hs-fs/hubfs/07-SmartHR.png?width=623&height=484&name=07-SmartHR.png)

![11-SH](https://help.mfloow.com/hs-fs/hubfs/11-SH.png?width=629&height=256&name=11-SH.png)

 

The created automation will be displayed as "Active" in the automation list.

![12-SH](https://help.mfloow.com/hs-fs/hubfs/12-SH.png?width=688&height=248&name=12-SH.png)

### Reference: Items Linked with SmartHR

 

| **mfloow** | **SmartHR** | **Notes** |
| --- | --- | --- |
| Last Name (Required) | Last Name | Will be created |
| First Name (Required) | First Name | Will be created |
| Last Name (in Katakana) | Last Name (Katakana) | Will be created |
| First Name (in Katakana) | First Name (Katakana) | Will be created |
| Last Name (English) | - |   |
| First Name (English） | - |   |
| - | Business Name: Last Name |   |
| - | Business Name: First Name |   |
| - | Business Name: Last Name (Katakana) |   |
| - | Business Name: First Name (Katakana) |   |
| - | Date of Birth |   |
| - | Legal Gender（Radio） |   |
| Email Address | Email Address | Will be created |
| - | Profile Image |   |
| -※ | Employment Status (Required) | Note: This entry will be created for employees who are currently active. |
| - | Start Date |   |
| - | Termination Date |   |
| - | Reason for Termination |   |
| Employee ID | Employee ID | Will be created |
| - | Business Location |   |
| Employment Type | Employment Type | Will be created |
| Job Title | Job Title | Will be created |
| - | Job Responsibilities |   |
| - | Payment Structure |   |
| Department | Department | Will be created |
| -※ | Employee Information Effective Date \*Required | \*The current date and time will be applied. |
| User Permissions | - |   |

 

- [Account](https://help.mfloow.com/en/account?hsLang=en#main-content)

    - [Initial Settings](https://help.mfloow.com/en/account?hsLang=en#initial-settings)
    - [Shared Settings](https://help.mfloow.com/en/account?hsLang=en#shared-settings)
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    - [Member Permissions](https://help.mfloow.com/en/members?hsLang=en#member-permissions)
    - [Adding & Editing Members](https://help.mfloow.com/en/members?hsLang=en#adding-editing-members)
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    - [Flow Template Duration Settings](https://help.mfloow.com/en/flow-template?hsLang=en#flow-template-duration-settings)
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    - [Adding & Editing Tasks](https://help.mfloow.com/en/task?hsLang=en#adding-editing-tasks)
    - [Task Settings](https://help.mfloow.com/en/task?hsLang=en#task-settings)
    - [Handover of Tasks](https://help.mfloow.com/en/task?hsLang=en#handover-of-tasks)
- [Dashboard](https://help.mfloow.com/en/dashboard?hsLang=en)
- [Insights](https://help.mfloow.com/en/insights?hsLang=en#main-content)

    - [About Insights](https://help.mfloow.com/en/insights?hsLang=en#about-insights)
- [Automation](https://help.mfloow.com/en/automation?hsLang=en#main-content)

    - [Automation: Connect to External Services](https://help.mfloow.com/en/automation?hsLang=en#automation-connect-to-external-services)
- [AI Features](https://help.mfloow.com/en/ai-features?hsLang=en#main-content)

    - [Flow Template](https://help.mfloow.com/en/ai-features?hsLang=en#flow-template)
- [Other](https://help.mfloow.com/en/other?hsLang=en#main-content)

    - [Site Security](https://help.mfloow.com/en/other?hsLang=en#site-security)
    - [Operating Environment](https://help.mfloow.com/en/other?hsLang=en#operating-environment)

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