How to Integrate Applications

2024/07/24

How to integrate Notion with SmartHR to register employee information from SmartHR into Notion

t.nakaya

Benefits and Automation Examples of App Integration

By automatically transferring necessary information from SmartHR to Notion, your work processes will become smoother.
If you frequently transfer or operate between two applications while managing employee information and related files, this is a must-see!

Benefits and Automation Possibilities of Integrating Notion with SmartHR

1. Information Management and Organization

While SmartHR allows you to manage employee information, it is difficult to directly store documents, images, PDFs, and other files with the employee information.
By integrating with Notion, you can store these files in Notion and keep them organized.
For example, by linking employee information from SmartHR to Notion and uploading submitted documents and important contracts to Notion, you can access them quickly when needed.
Utilizing Notion's database functionality makes tagging and searching files easier, improving work efficiency.

2. Flexible Information Management

Notion offers high flexibility and allows for information customization.
You can import employee data managed in SmartHR into Notion and freely add or modify necessary items.
For example, you can create pages to record the skill sets or progress of personnel. Additionally, task management for each team can be conducted within Notion.
This allows for information management tailored to the needs of each department, enhancing the visibility of operations.

3. Streamlining Business Processes

The integration of Notion and SmartHR significantly reduces the burden of management tasks.
For instance, when a new employee is added to SmartHR, the information is automatically reflected in Notion, eliminating the need for manual data entry or updates and reducing human errors.

With Yoom, You Can Implement It Easily Without Coding!

Yoom is a service that allows you to automatically integrate your existing SaaS tools into your workflow.
No specialized knowledge or complex coding is required; you can create a workflow bot simply by entering and selecting the necessary information on the settings screen.
If you're interested, you can experience a two-week free trial, so try issuing an account from Start Yoom for Free.

How to Register Employee Information from SmartHR to Notion

Here, we will introduce the flow of "Registering Employee Information from SmartHR to Notion"!

Please check the flow from the "Try it" banner below.

Step 1: Connect My Apps

Let's register your Notion and SmartHR with My Apps!
(1) To connect, log in to Yoom and click on My Apps on the left side of the screen
(2) A +New Connection button will appear on the right side of the screen, click it

How to Register Notion with My Apps
‍(1) Select Notion from the list of apps
(2) On the screen requesting access, click "Select Pages"
(3) Click "Allow Access"
※ Optionally check the pages you want to allow access to
(4) My Apps registration is complete!

How to Register SmartHR with My Apps
(1) Select SmartHR from the list of apps
(2) Refer to How to Register SmartHR with My Apps to complete the registration!

After Completing Registration with Yoom
(1) Click on the banner below and try this template!

(2) Select a project from the workspace list
※ The copied template will be stored in "My Projects" within the project selected in (2).
(3) Click "Edit" at the top right of the flow list screen

Step 2: Set the Trigger

(1) Click "App Trigger" from the flow list screen
(2) Set the title of the app trigger
(3) Verify that the account information linked with SmartHR is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "When an employee is newly registered" for the trigger action
(5) Click Next

■ API Connection Settings for App Trigger
(6) Set the trigger activation interval to 5 minutes
※ The activation interval that can be set varies depending on the plan.
(7) Enter the tenant ID, which is the "●●●●●●" part of the management screen URL "https://●●●●●●.smarthr.jp"
(8) If no error occurs in the test, click Save

Step 3: Operate the Database

(1) Click "Operate the Database"
(2) Set the title
(3) Verify that the account information linked with Notion is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "Add Record" for the execution action
(5) In the database linkage settings, select a database ID from the candidates
(6) Click Next

■ Detailed Settings for Database Operation
(7) Set each item of the values for the record to be added
※ The item names will change depending on the information of the sheet specified in the database linkage. Set it to link the information of "When an employee is newly registered" with Notion.


(8) Click Test and check Notion!

(9) If no error occurs, click Save
(10) Return to the flow list screen and change the app trigger to ON to complete the flow settings!

We have prepared convenient flow templates for those who smoothly manage customer information with Sansan and efficiently organize minutes and shared materials with Notion!

Furthermore, we offer a flow template for those who efficiently manage emails, calendars, and Drive using Google Workspace, to integrate SmartHR with Google Workspace!

Be sure to click the banner and check it out!

Summary

By integrating Notion's strengths in information organization and project management with SmartHR's strengths in HR and labor management, we found that organizing employee information becomes easy.
Furthermore, by adding project-specific task management information to employee information, you can smoothly grasp the progress!

With Yoom, you can easily build integration flows without code, so even beginners can start right away.
Try it with the free plan first and experience the automation of your tasks.

The person who wrote this article
t.nakaya
I changed my job from a dental hygienist to the IT industry, and in my previous job, I worked on web page replacement etc. as director support at a web company. Taking advantage of this experience, I am now putting all my energy into telling everyone about the appeal of Yoom. With an approach that combines technology and user perspectives, we sincerely want to help you improve your work efficiency through Yoom.
Tags
Automation
Integration
Notion
SmartHR
Related Apps
App integration
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