> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2-1. Connect a SaaS

> For SaaS listed in the supported integrations, you can connect directly with our service to automatically retrieve data.

For SaaS listed in the [supported integrations](/en/integrations/ey32ki15er-function), you can connect directly with our service to automatically retrieve data.

## Connect a SaaS

1. Go to Integration > **Integration**.

2. Search for the SaaS name you want to connect, or click its icon.

   <img src="https://mintcdn.com/moneyforwardi/A6BdMgzLrrNasi1-/images/it-management/7ueugu6ubg/2026-06-16-7-12-51.png?fit=max&auto=format&n=A6BdMgzLrrNasi1-&q=85&s=65dbca01fc748727922f7bcf7cf9fcfa" alt="SaaS search screen" width="2046" height="716" data-path="images/it-management/7ueugu6ubg/2026-06-16-7-12-51.png" />

3. A "Create New Integration" panel appears on the right. Enter the required fields and click **Connect**.
   Refer to the Integration Guide for details on each required field.

   <img src="https://mintcdn.com/moneyforwardi/VpauqsJsZhuQT8Wg/images/it-management/7ueugu6ubg/2026-07-13-14-43-22.png?fit=max&auto=format&n=VpauqsJsZhuQT8Wg&q=85&s=b1c455f6725ecd4471d2808bed469790" alt="Create new integration screen" width="830" height="1192" data-path="images/it-management/7ueugu6ubg/2026-07-13-14-43-22.png" />

   1. **The connection method varies by SaaS.** For details, see the [SaaS integration guides](/en/integrations) and [SaaS connection patterns](/en/it-management/saas-management/8iscw8ce8k-saa-s).
   2. Connection speed depends on the integration type:<br />
      API and OAuth ... a few seconds<br />
      ID/Password\* ... 1 to 5 minutes
   3. \***ID / Password connections are not available in the following situations:**
      * The service forces login via a third-party provider (e.g. Google Login) or single sign-on (SSO).
      * Connecting an employee account is not acceptable from a security standpoint.
        In these cases, [create a dedicated system integration account on the SaaS side](/en/it-management/faq/7gbneu0vz5-auth-error) and use that to connect.

4. The connection starts. Wait for it to complete.

   <img src="https://mintcdn.com/moneyforwardi/utO4qhQhKtdjH7b6/images/it-management/7ueugu6ubg/2025-11-19-11-47-07.png?fit=max&auto=format&n=utO4qhQhKtdjH7b6&q=85&s=f5030a185be8bf304e741e66393d7eeb" alt="Connection in progress screen" width="684" height="898" data-path="images/it-management/7ueugu6ubg/2025-11-19-11-47-07.png" />

5. When the connection succeeds, the Integration Settings page shows a success status.
   You can view the connected SaaS by clicking **View retrieved data** or from the service screen.
   If the connection fails, see [Troubleshooting SaaS connection failures](/en/it-management/saas-management/93nahw45is-trouble).

   <img src="https://mintcdn.com/moneyforwardi/utO4qhQhKtdjH7b6/images/it-management/7ueugu6ubg/2025-11-19-11-47-24.png?fit=max&auto=format&n=utO4qhQhKtdjH7b6&q=85&s=feb59f97a2a28ae49f30a17ceabaed49" alt="Integration settings success screen" width="732" height="838" data-path="images/it-management/7ueugu6ubg/2025-11-19-11-47-24.png" />

## FAQ

## **Q.** [**I have already connected a SaaS listed in the supported integrations.**](/en/integrations/ey32ki15er-function) **Can I add a custom app to manage alongside the connected SaaS?**

A. You can add a custom app within the same SaaS. Create it under Integration > Integration using the same SaaS name.

Here is an example using BOX.

1. Check the registered SaaS. Go to Services > BOX > Info > Workspace to see the connected workspaces.

   <img src="https://mintcdn.com/moneyforwardi/utO4qhQhKtdjH7b6/images/it-management/7ueugu6ubg/2026-04-08-13-21-02.png?fit=max&auto=format&n=utO4qhQhKtdjH7b6&q=85&s=923ccad0f290f7f34c358261d155961a" alt="Checking connected BOX workspaces on the service screen" width="2312" height="818" data-path="images/it-management/7ueugu6ubg/2026-04-08-13-21-02.png" />

2. Next, search for "BOX" under Integration > Integration and click **Manage service manually**.

   <img src="https://mintcdn.com/moneyforwardi/utO4qhQhKtdjH7b6/images/it-management/7ueugu6ubg/2026-04-08-13-21-24.png?fit=max&auto=format&n=utO4qhQhKtdjH7b6&q=85&s=45f9b3acb690e29c4980e1dbef0d6dbe" alt="Searching for BOX on the integration screen and selecting the manual management option" width="2612" height="732" data-path="images/it-management/7ueugu6ubg/2026-04-08-13-21-24.png" />

3. Enter the **Workspace name**, select a data source — **Manual import / Google Sheets** — and register.
   For details on registering custom apps, see [Register a service manually](/en/it-management/saas-management/jbzpcipgo5-custome-app) and [Connect a SaaS via Google Sheets](/en/it-management/saas-management/iwb7akg6zp-saa-s-spreadsheet).

   <img src="https://mintcdn.com/moneyforwardi/VpauqsJsZhuQT8Wg/images/it-management/7ueugu6ubg/2026-07-13-14-44-06.png?fit=max&auto=format&n=VpauqsJsZhuQT8Wg&q=85&s=83abd9b751014a01da90b2f7205d06df" alt="Screen for entering workspace name and selecting a data source" width="1222" height="1344" data-path="images/it-management/7ueugu6ubg/2026-07-13-14-44-06.png" />

4. After registration, go to Services > BOX > Info > Workspace to see the newly added custom app.
   Custom apps are labeled **Custom**.

   <img src="https://mintcdn.com/moneyforwardi/utO4qhQhKtdjH7b6/images/it-management/7ueugu6ubg/2026-04-08-14-15-37.png?fit=max&auto=format&n=utO4qhQhKtdjH7b6&q=85&s=1a053d55889fd8cc507491ae23a798e6" alt="The newly added custom app appears in the workspace list" width="2348" height="936" data-path="images/it-management/7ueugu6ubg/2026-04-08-14-15-37.png" />
