Ready to set up your HR system to integrate with a Goody Business account?! It’s easy. Note: this is only applicable to users who are on the Team subscription plan.
You can find a list of the 30+ HR platforms that Goody can integrate with here.
Step 1: Sign in to your Goody for Business account
Step 2: Click on “Contacts” on the top menu bar
Step 3: Click on “Connect HR” on the left-hand menu
Step 4: Click on “Connect HR” to open the menu of HR platforms
Step 5: Find and click on the HR platform your company currently uses to begin the integration (note: for security purposes you must have clearance from your company to integrate the HR system and have all of the appropriate access and information needed)
Step 6: Once you’ve selected the correct HR platform - follow the instructions indicated to enter the API key or user login information. Once you enter the requested information you will see the below
As the system is syncing you will see the below message. You will be prompted with an email once the initial sync is complete. You do not have to remain on the page.
Please note there are specific requirements for TriNet, Gusto and Paylocity.
TriNet requires that developer access is setup (contact account rep at TriNet for more information)
Gusto requires that the integration user is a “Full Access Admin” - note they must be an existing “Full Access Admin” and cannot change permissions before the integration. *Note: Although Gusto is eligible for integration with Goody, Gusto for Partners does not offer the option for integration at this time.
Paylocity requires the following information: Client ID, Client Secret, and Company ID which can be obtained by contacting Paylocity and requesting API access
Step 7: Select which departments within your HR system should be visible within the specific Workspace(s) you have set up in Goody
IMP: you must have at least 1 Workspace created within your Goody account to complete the setup of the HR integration
You will receive below error message if a Workspace has not been setup
Step 8: Click “Save & Start Sync”
*Once the integration is set up, syncing will happen daily at 5am EST. Manual syncing can also be done at any time by clicking the “Resync now” button. The integration can also be disconnected at any time.
After the sync is complete, the HR synced contacts will be listed under the applicable departments you’ve selected in the left-hand menu
Once your initial sync is complete, you'll be ready to set up Autogifts. Find out how here!
Any questions or need further help? Book a call here or send us a message in our live chat below