How to integrate SmartHR with Microsoft Excel to update the employee management ledger in Microsoft Excel when employee information is updated in SmartHR.

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings smoother.
First, let's connect SmartHR and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for SmartHR.
Please refer to this article for registration.
Next, integrate Microsoft Excel.
When the sign-in screen appears, enter your email address and password.
Note: Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

It's OK once the two apps are integrated into My App.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click "Try this template".
If you are using Yoom, log in, and if you are new, please register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left to see the template you just copied.
Click the ellipsis (...) on the right and select Edit.

This time, there are two steps below.
Let's set them up together!

Things to Prepare

A Microsoft Excel sheet containing employee information from SmartHR.
The headers are set as follows.
(The headers are based on the output that can be obtained in the subsequent flow setting screen.)

Now, let's set up the app trigger.
Select "When an employee is newly updated (Webhook activation)".
You can change the title to make it easier to understand.
Please check the account information to be linked.
Keep the trigger action as is and proceed to the next step.
Please refer to this article for setting up the Webhook.

Before testing, update the information of an existing test employee in SmartHR.
Note: It is recommended to work with a test employee rather than an actual employee.
Test it, and if the employee information is reflected in the output, save it.
Next, click "Add Record".
Please also check the account information to be linked.
Keep the action as is and proceed with the database integration.

Let's set the remaining items as well.

Enter the record update conditions.
This time, we set it to update when the employee number in SmartHR and Microsoft Excel are equal.

You can set update conditions from the output as shown below.

Proceed to the next step and set the values for the records to be added.
Please select from the output as before.

No. is a count of the number of cases, and the employee number is a constant value entered during information registration, so it is excluded from the update target.
Set the other items as well.

Scroll down and set the remaining items.

Test this as well, and if successful, save it.
Check it in Microsoft Excel.

It was successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.

Here is the flowbot used this time ↓

Other Automation Examples Using SmartHR and Microsoft Excel

1.Add employees to the Microsoft Excel employee management sheet when they are registered in SmartHR flow.
This is triggered by employee registration.
If you use this flow bot together, you can automatically transfer information from registration to updates.

2.This is a flow to issue a KING OF TIME account when an employee is registered in SmartHR.
You can also integrate with attendance apps.
When an employee joins the company, it is necessary to issue accounts for multiple apps, but using this flow can reduce manual work.

3.Register employees from the Yoom database to SmartHR flow.
Previously, after filling out the form, it was necessary to manually register employees.
By using this automation, you can invite employees, so by simply sharing the form, the subsequent tasks can be automated.

Summary

This time, we introduced a flow bot that "updates the employee management ledger in Microsoft Excel when employee information is updated in SmartHR."
By integrating SmartHR and Microsoft Excel, it is expected to streamline the management of employee information.
Additionally, reducing manual tasks and reflecting information in real-time can improve the accuracy and speed of operations, leading to more effective use of company resources.
In particular, by utilizing the no-code tool Yoom, these processes can be easily automated.

Please refer to this article and try integrating SmartHR with Microsoft Excel.