SaaS Integration Guide
1Password
AKASHI
AWS IAM Identity Center
Acall
Active! gate SS
Adobe CC (Enterprise plan)
AirCourse
Airtable
Amazon Business
Amazon Web Services (AWS)
Amplitude
App Store Connect
AppFigures
AppsFlyer
Asana
Ashita_cloud
Atlassian
Autodesk(Suspended)
Awesome Screenshot
Backlog
BambooHR
Basecamp
Bitbucket
Bitdefender
Bitrise
Bitwarden
Biz Storage fileshare
BlazeMeter
Board
Box
Brabio!
Businessmap
Cacoo
Calendly
Call Connect
Canny
Canva
Channel
ChatGPT for teams
Chatwork
Cisco Meraki
ClickUp
Clip Studio
Cloud CIRCUS
Cloud sign
Cloudflare
Codecov
Collaboflow
Confluence
Contentful
ContractS CLM
Coopel
Create! Web Flow
Crowdstrike
Cybozu
Datadog
DatoCMS
DeepL
DeployGate
Dialpad
DirectCloud
Discord
DocSend
Docbase
Docker
DocuSign
Domo
Dropbox Business
Dropbox Sign
Elastic Cloud
Esa
Exment
Expensify
FastAnswer2
Fastly
Figma
Flyle
Fontworks
Formrun
Formspree
Freshchat
Freshdesk
Freshservice
GMO Sign
Garoon
Gather
Ghost
GigaCC
GitHub
GitKraken
GitLab
Google Cloud Platform
Google Drive with Service Account
Google Play Console
Google Tag Manager
Google Workspace
HENNGE One
HERP Hire
HRBrain Talent Management
HRMOS Talent Management
HRMOS adopts
HRMOS diligence and indolence
HackMD
HaloPSA
Heap
Heroku
Honeybadger
Honeycomb
HotProfile
HubSpot
Hubble
Huntress
ISM CloudOne
InVision
Intercom
Jamf
JetBrains
Job Can Recruitment Management
Job Kan Attendance Management
Job Kan Labor HR
KARTE
KING OF TIME
Kamon
Kaonavi
Keeper Enterprise
Kibela
Kincone
Kintone (Japanese version)
LINE WORKS (OAuth linkage)
Lanscope Endpoint Manager
Lanscope Endpoint Manager (Device)
Lastpass
Linear
List of supported SaaS
Looker
Loom
Lucidchart
Lumin
Lychee Redmine
MAJOR FLOW Z
Mackerel
Mail Dealer
Mailtrap
Marketo Engage
Mekari Journal
Meta Ads Manager
Metabase
MicroCMS
Microsoft 365
Microsoft Entra ID (Azure AD)
Microsoft Intune
Microsoft Teams
MiiTel
Miro
Money Forward Admina
Money Forward Cloud Accounting
Money Forward Cloud Accounting Plus
Money Forward Cloud Accounting Plus (Cost Data)
Money Forward Cloud Agreement
Money Forward Cloud Attendance
Money Forward Cloud Expense
Money Forward Cloud Fixed Assets
Money Forward Cloud Human Resources Management
Money Forward Cloud Invoice
Money Forward Cloud Payroll
Money Forward Cloud payable
Money Forward Pay for Business
Mural
My Redmine
NEXT ENGINE
NI Collabo 360
Netlify
Netsuite
New Relic
NinjaMock
NinjaOne RMM
NotePM
Notion
Okta
OneDrive
Onelogin
OpenAI Platform
Openlogi
OpsRamp
Overflow
PHONE APPLI PEOPLE
PagerDuty
Percy
Pipedrive
Postman
Productboard
ProtoPie
Quantive
Quay
Questetra
Quickbooks
Rakuro
Re:lation
Receptionist
Recruitment batch Kanrikun
Redash
Reftab
Rollbar
SECURE DELIVER
Salesforce
Sansan
Save Point
Seculio
SecureNavi
SendGrid
Sentry
ServiceNow
Shopify
Signavio
Site24x7
Sketch
Slack
Slido
Smaregi Time Card
SmartHR
Smartsheet
Snowflake
Snyk
Soliton OneGate
SonarCloud
Soracom
Splashtop Enterprise
Square
Studio
Sumareji
TOYOKUMO Safety Confirmation Service 2
Tableau
Tailscale
Tally
Tareru Dokodemo Cabinet
Tayori
TeamGantt
TeamSpirit
TeamViewer
Teamwork
Terraform Cloud
TimeCrowd
Todoist
Toggl track
TrackJS
Transifex
Trello
Trimble
Trust Login by GMO
Twilio
Typeform
Unipos
Unity
Valimail
Vercel
Vimeo
Wantedly
Webex by CISCO
Webflow
Whimsical
Wistia
WithSecure
Wix
Wordpress
Wordpress self-host (API)
Workable
Workhub
Workplace from Meta
Wrike
Xero
YarakuZen
Yayoi My Portal
YouCanBook.me
Zaico
Zapier
Zendesk
Zenhub
Zeplin
Zoho CRM
Zoho People
Zoom
bakuraku series
dbt Cloud
direct
fondesk
freee HR
freee accounting
freee sign (formerly NINJA SIGN)
hotjar
invox
job can payroll
job can workflow
kickflow
kintone (global version)
monday.com
oVice
oplus
raku raku sales
smartround
trocco
What's New
Tutorial
0. Getting Started
1. Account Creation and Initialization
2. Employee Master Setup
3. Cost Management Setup
4. Integrating SaaS
5. Setup Billing
SaaS Management
Billing
Check SaaS license status
Custom Apps(Manual Integration)
How can I learn more about how to work with cloud services?
How to link cloud services managed by other business divisions and departments?
Integration Log Function
Inviting other users
Need to stop the integrated service
Request an unsupported SaaS or feature to be added
Troubleshooting failed integrations
User Type Judgment Criteria: Quick Reference
[Event Log] Check SaaS usage
Shadow IT
Admina Browser Extention for Microsoft Edge
How to setup Admina Browser Extension
Shadow IT Detection
The detail of Shadow IT detection
Account Management
About alert types
Account Provisioning (register a new SaaS account)
Export account data
What is Last Activity
Employee Off-Boarding
Alert Mute
Delete/deactivate an account in the Admina by Money Forward
Do you have a retired account left?
Manage former employee accounts (Employee offboarding)
Note on possible data loss when deleting a cloud service account
Retired account export
Slack Notification Settings
Cost Management
Analyze the cost situation (Insight)
Check the payment status of SaaS
Cost Management with CSV Data
Manage SaaS contract dates
Manage SaaS invoices and receipts
Use cost management β
Manage public files
Device Management
Device features FAQ
How to create a device ledger CSV for import
List of management items
Use device functions
FAQ
Can I use two-factor authentication (2FA) to log into Money Forward Admina?
Deleted users in Google Analytics remain in Money Forward Admina
How to get an account with Jira, Confluence, Trello, etc.
I want to change my Money Forward Admina login password
If you link with the Money Forward Cloud Series, you will receive a security notification email
Integration procedures when 2FA (two-factor authentication) is enabled
New Admina Role
To change your Money Forward Admina billing address
User name display (acquisition criteria)
What happens if the person who linked the cloud service retires?
What if IP address restrictions are applied on the SaaS side?
[Integration Error] Authentication error occurs when login using Google Authentication or SSO.
Others
Table of Contents
- All Categories
- SaaS Management
- Custom Apps(Manual Integration)
Custom Apps(Manual Integration)
Updated by Yasuhiro Miyoshi
Custom Apps(Manual Integration)
This is a way to manually register SaaS and accounts in the Admina by Money Forward.
This feature enables the following actions
- Manually register SaaS that are already integrated with the Admina by Money Forward (e.g., when the SaaS plan is not supported and automatic integration is not possible).
- Manually registering SaaS that are not integrated with the Admina by Money Forward, as well as in-house and on-premise systems.
How to register SaaS manually
Manually register SaaS that can be supported by the Admina by Money Forward.
Even though SaaS can be integrated with Admina by Money Forward, there are cases where automatic integration is not possible depending on the SaaS subscription plan. As an example, we will explain the manual registration of Adobe CC.
Customers with plans other than the Enterprise plan can centralize their accounts by manually registering Adobe CC.
- Search Adobe CC、and click [If you need to manage the service manually]
- Enter any name for the Workspace Name and click [Create]. (By default, the organization name from the Admina by Money Forward environment creation is entered.)
- The service will be registered in the service list with the name of the workspace created by Adobe CC.
Manually Integration non-compliant SaaS and in-house systems
This section describes the procedure for managing SaaS and system accounts that do not exist in the Integration List, such as systems running in-house.
- From Integration, click the "Register and manage services without integration" button. (You can search for a service by entering an appropriate string in the service name to make the button easier to display.)
- When you enter a service name or URL, you can select a service name if the service is registered in the Admina by Money Forward database. If you do not have a service name, such as an in-house operated service, select "Name arbitrarily" and enter the name. Enter a workspace name and click the [Create] button.
- Confirm that the registered service is displayed; if you want to change the URL or service name, you can do so by clicking the "Edit" button in the upper right corner.
Add account information to your registered services
Add or edit information about your account to the services you have added.
Manually register account
- Click on the right-most arrow portion of the added service and click the "Edit" button.
- The Edit Custom Workspace screen will appear, and you can add or edit the items displayed.
Editable metadata
- Name:You can select an already registered employee master or enter any value.
- Mail Address:If the user selected in Name has an e-mail address, it will be entered automatically. Arbitrary values can also be entered.
- License:Any license name and total quantity can be set and assigned to that user.
- example)A Basic license and a Pro license are created and a Pro license is assigned to a user. The number of used licenses is increased by 1 and the number of unused licenses is decreased by 1.
- Role:You can choose from Admin, Guest, or Other.
- 2FA: You can set whether 2FA login is implemented, enabled or disabled.
After entering all the information, click the "Apply" button to start the account registration process.
Bulk account registration
Batch registration of registered system accounts.
- Click the right-most arrow for the added service and click "Account Import.
- The Import Account screen will appear. Download the template file (.csv) from the "Download template file"
- Fill in the form according to the format of the downloaded template and save it in UTF-8 format. (Line 7 is an example, please delete it.)
- After saving, drop the file and it will automatically go through the registration process.Check the "Delete Missing Accounts" checkbox and upload to delete accounts that do not exist in the CSV file.
- Confirm that your account has been registered.