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.
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."
SmartHR integration details screen:
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.
Enter a name for the automation and click the "Create New" button.
Set up the automation rules by clicking on each step to access the options menu.
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."
Set the "Filter" to select "Active" for the employment status and "Full-time" for the employment type.
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.
Set the "Action" to "Create Member" in SmartHR.
To activate the created automation, click the "Inactive" icon on the rule details screen, and then click the "Activate" button.
The created automation will be displayed as "Active" in the automation list.
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 | - |