Initial Setup Steps for Identity Provisioning with Money Forward Admina

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Money Forward Admina.

Note: For detailed instructions on operating Money Forward Admina, please refer to the documentation provided by Money Forward Admina.

Item Details
Pre-check
  • Money Forward Admina administrator privileges are required.
  • SAML integration settings with Money Forward Admina must be configured in advance.
Setup Flow / Manual

Note: After connecting TrustLogin and Money Forward Admina using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual

How to Configure SAML Authentication for Money Forward Admina

  • The Identity Provisioning settings you create in this procedure can be linked to an existing SAML app.
    For details on SAML app settings, please seehere.
Notes
  • None in particular

Setup Steps

Money Forward Admina Settings

  1. Log in to Money Forward Admina with administrator privileges.
  2. Click "Settings".
    MoneyForwardAdmina_ID_51.png
  3. Click the "Security" tab.
    MoneyForwardAdmina_ID_52.png
  4. Scroll down the screen and copy the "Tenant URL" to the clipboard.
    MoneyForwardAdmina_ID_53.png
  5. Click "Regenerate Secret token".
    MoneyForwardAdmina_ID_54.png

  6. Click "Regenerate" on the confirmation screen.
    MoneyForwardAdmina_ID_55.png

  7. Copy the issued "Secret token" to the clipboard.
    Note: You cannot check the token again after "Save". Please make sure you have copied it before proceeding.
    MoneyForwardAdmina_ID_56.png

    This completes the preparation on the Money Forward Admina side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png
  3. On the Add Service screen, search for and select "Money Forward Admina", then click the "Add" button.
    IDProvServiceCommon03.png
  4. You will be redirected to the "Identity Provisioning > MoneyForwardAdmina" page.
    Click the "Edit" button.
    IDProvServiceCommon04.png
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL The value of "Tenant URL" you copied in step 4 of Money Forward Admina Settings
    Access Token The value of "Secret token" you copied in step 5 of Money Forward Admina Settings

    zen_IDProv_02.png

  6. Click the "Connect" button in the upper right of the screen.
    zen_IDProv_03.png

  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Money Forward Admina side.
For configuration instructions, see here

Available Default Functions

Initial Setup Steps for Identity Provisioning with Money Forward Admina

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Money Forward Admina.

Note: For detailed instructions on operating Money Forward Admina, please refer to the documentation provided by Money Forward Admina.

Item Details
Pre-check
  • Money Forward Admina administrator privileges are required.
  • SAML integration settings with Money Forward Admina must be configured in advance.
Setup Flow / Manual

Note: After connecting TrustLogin and Money Forward Admina using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual

How to Configure SAML Authentication for Money Forward Admina

  • The Identity Provisioning settings you create in this procedure can be linked to an existing SAML app.
    For details on SAML app settings, please seehere.
Notes
  • None in particular

Setup Steps

Money Forward Admina Settings

  1. Log in to Money Forward Admina with administrator privileges.
  2. Click "Settings".
    MoneyForwardAdmina_ID_51.png
  3. Click the "Security" tab.
    MoneyForwardAdmina_ID_52.png
  4. Scroll down the screen and copy the "Tenant URL" to the clipboard.
    MoneyForwardAdmina_ID_53.png
  5. Click "Regenerate Secret token".
    MoneyForwardAdmina_ID_54.png

  6. Click "Regenerate" on the confirmation screen.
    MoneyForwardAdmina_ID_55.png

  7. Copy the issued "Secret token" to the clipboard.
    Note: You cannot check the token again after "Save". Please make sure you have copied it before proceeding.
    MoneyForwardAdmina_ID_56.png

    This completes the preparation on the Money Forward Admina side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png
  3. On the Add Service screen, search for and select "Money Forward Admina", then click the "Add" button.
    IDProvServiceCommon03.png
  4. You will be redirected to the "Identity Provisioning > MoneyForwardAdmina" page.
    Click the "Edit" button.
    IDProvServiceCommon04.png
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL The value of "Tenant URL" you copied in step 4 of Money Forward Admina Settings
    Access Token The value of "Secret token" you copied in step 5 of Money Forward Admina Settings

    zen_IDProv_02.png

  6. Click the "Connect" button in the upper right of the screen.
    zen_IDProv_03.png

  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Money Forward Admina side.
For configuration instructions, see here

Available Default Functions