How to link freee HR Labor with Money Forward Admina and register employee information from freee HR Labor to Money Forward Admina

For companies aiming to streamline operations and optimize information management, centralizing employee information and automating integration are crucial challenges. This time, we will introduce how to integrate freee HR and Labor with Money Forward Admina to automatically register employee information entered in freee HR and Labor into Money Forward Admina. This reduces manual work and errors, enabling smooth business operations. It can be implemented without any coding, so please read until the end.

Recommended for

Those experiencing manual integration issues and errors between freee HR and Labor and Admina.
IT or HR personnel looking to streamline account and device management during onboarding and offboarding.
Those who want to centrally manage employee information and SaaS usage to enhance operational transparency.
IT personnel or business managers looking to optimize the IT environment through business automation using APIs.

Benefits and Examples of Integrating freee HR and Labor with Money Forward Admina

Benefit 1: Streamlining Onboarding and Offboarding Processes

When registering employee information in freee HR and Labor for new hires, SaaS account setup and device management are automatically handled in Money Forward Admina. This allows new employees to start their work smoothly from day one. For example, the IT department can save the effort of setting up accounts for each SaaS individually, and coordination with the HR department becomes smoother. On the other hand, during offboarding, related accounts and device information can be quickly deactivated, reducing security risks.

Benefit 2: Improving Operational Efficiency by Reducing Manual Input

By simply registering employee information in freee HR and Labor, the data is automatically reflected in Money Forward Admina, eliminating the need for manual input. Specifically, HR personnel no longer need to enter the same information into multiple systems, reducing workload and decreasing manual input errors, thereby improving information accuracy.

Benefit 3: Enhancing Operational Transparency through Centralized Information Management

By linking freee HR and Labor data with Money Forward Admina, you can centrally manage employee information, SaaS accounts, and device information. This allows you to immediately understand which services each employee is using, enhancing operational transparency. For example, you can check license usage in real-time, preventing unnecessary costs. Additionally, integrated information enables quicker management decisions, leading to IT environment optimization.

Now, let's explain how to use the no-code tool Yoom to add employee information registered in freee HR and Labor to Money Forward Admina.

[What is Yoom]

How to Automatically Integrate Employee Information Registered in freee HR and Labor with Money Forward Admina

This can be achieved by receiving records registered in the freee HR and Labor database using the freee HR and Labor API and registering the record data entered in freee HR and Labor into Money Forward Admina using the API provided by Money Forward Admina. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

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This flow will proceed in four main processes.
・Register freee HR and Labor and Money Forward Admina as My Apps
・Copy the template
・Set up freee HR and Labor as the starting point of the flow, followed by the operation settings of Money Forward Admina
・Turn on the trigger button and verify the integration operation between freee HR and Labor and Money Forward Admina

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If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Link freee HR and Money Forward Admina to My Apps

First, let's start by registering freee HR to My Apps.

Click on the My Apps menu on the left side of the Yoom screen and press the New Connection button on the right side of the screen.

A screen like the one in the image below will be displayed, so enter "freee HR" in the search window.
Click on freee HR that appears in the suggestions.

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Next, the freee login screen will be displayed, so please log in.

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Once logged in, the screen will switch to the start of account linking.
Scroll down and click the "Authorize" button.

Next, register Money Forward Admina to My Apps.
Similarly, access the My Apps menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter "Admina" in the search window and select "Money Forward Admina" from the displayed suggestions.

A screen like the one in the image below will be displayed, so enter the information accordingly.
・Set a management name of your choice for the account name. Example: My Account
・Set the API key obtained from Money Forward Admina as the access token.
・You can obtain the API key by logging into Money Forward Admina and navigating to "Settings > API Key List".

Once entered, click "Add".

Money Forward Admina will be displayed in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

The template will be copied, so click the "OK" button at the bottom right.

Step 3: Initial freee HR settings and subsequent Money Forward Admina operation settings

A screen like the one in the image below will appear, so click the area in the red frame.

A screen to select the linked account and action will appear, so confirm that the freee HR account to be linked this time is correct, and click "Next".

The app trigger Webhook event reception settings screen will appear.
Follow the instructions to set it up in the freee HR management screen.
※ For detailed settings, please check here
※ For an overview of Webhooks, please check here

Once the settings are completed on the freee HR side, click "Test" → "Save".

Next, click within the red frame below.
In the screen to select the linked account and action, click "Next".

A screen like the one in the image below will appear.
Since the information to obtain freee HR data is already entered, click "Test" → "Save" as it is.

Finally, set up Money Forward Admina.
Click "Create Identity" within the red frame.

A screen like the one in the image below will appear, so confirm that the Money Forward Admina account to be linked this time is correct, and if correct, click "Next".

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A screen like the one below will appear.
Enter the required fields.
・Organization ID: Obtain from the API key list in settings and enter.
・Employee Status: Enter any content.
・Employee Type: Enter any content.

Clicking on the input field will display the output.
Click "Retrieve Employee Information" to easily enter the information obtained from freee HR.
Proceed with inputting the content using the output.
Once input is complete, click "Test" → "Save".

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Step 4: Turn on the trigger button and verify the linkage operation between freee HR and Money Forward Admina

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.

Here is the template used this time.

Other Automation Examples Using freee HR Labor and Money Forward Admina

① Detecting Missed Attendance from the Previous Day in freee HR Labor and Notifying Chatwork

This flow detects missed attendance from the previous day in freee HR Labor and notifies Chatwork. By using this template, the accuracy of attendance management is improved, and the burden of payroll and labor management for employees is reduced. It allows administrators to easily grasp attendance information without accessing freee HR Labor to detect missed clock-ins from the previous day.

② Once an employee is registered in freee HR, request schedule adjustments and then register the event in Google Calendar to notify

This is the flow where, once an employee is registered in freee HR, you request schedule adjustments and then register the event in Google Calendar to notify. By using this template, you can create content based on the registration details in freee HR, preventing manual errors and omissions in tasks. Additionally, automatically adding events to Google Calendar improves the accuracy of schedule management.

③ Update Money Forward Admina information when the employee management sheet in Google Sheets is updated

This is a flow to update Money Forward Admina information when the employee management sheet in Google Sheets is updated. By using this template, when the information in the employee management sheet in Google Sheets is updated, it will be automatically reflected in the identity of Money Forward Admina. Even in cases of frequent information updates due to transfers, etc., the automatic synchronization of data reduces the workload of the person in charge.

Summary

The integration of freee HR Labor and Money Forward Admina significantly streamlines the management of employee information and SaaS accounts. By reducing manual tasks, operational efficiency is improved, and centralized information management enhances operational transparency. Utilizing this system enables smooth and error-free business operations, leading to the optimization of the entire company's IT environment.
Additionally, Yoom introduces many methods for automatic app integration that can be implemented without coding.
You can register for a free membership here, so please give it a try.