SmartHR Integration

Set up SmartHR integration to visualize accounts. Optionally use SmartHR as your external data source and automate the addition of user data and ensure seamless synchronization.

Prerequisites:

• For Josys to sync data with SmartHR, API Access must be enabled within SmartHR. 

Steps to integrate:

Sign in to the Josys portal with your Josys credentials to initiate the integration process.

Step 1: Go to Apps tab on the side panel, and select Apps Catalogue.

Step 2: Select SmartHR and Click on Integrate. 

Step 3: Fill in the required fields and click Next to integrate the app.

Step 4: After the integration process is complete, accounts with login access to SmartHR will be retrieved from SmartHR and will be associated with users on Josys. Please note that this process may take some time, depending on the total volume of data.

Enabling SmartHR as the External Data Source

Step 1: Go to Settings on the side panel and select External Data Source

Step 2: Click on Link next to SmartHR. You will see a confirmation pop-up and click on Link to confirm.

Once the above steps have been completed, Josys will begin to retrieve user data from SmartHR. Please note that this process may take some time, depending on the total volume of user data.

Upon successful integration, the SmartHR icon will be displayed in the users' table, signifying the users who have been registered via this source.

If you want to integrate with other sources, you could check-out Add users via External Data Source.