Sync contacts from your HR system

Admins on the Team plan connect an HR system in Settings → Integrations → HR systems. wrkflow adds new starters to Contacts, keeps their details current and takes people who leave out of the synced groups. It never deletes contacts or responses.

1. 1Choose Connect an HR system and pick BambooHR (company subdomain and API key), Personio (client id and secret, API v1 or v2) or Workday (a custom report's URL and an integration system user).
2. 2Choose Test connection to check the credentials. Nothing is saved or changed.
3. 3Map the HR system's fields onto your attributes: department, location, job title, manager email, and the hire date as a tenure band. Attributes you don't map are left alone.
4. 4Choose how often to sync (every hour or every day) and whether to keep a group per department, then Connect and Sync now.

What a sync does

• Everyone who works there joins “<HR system> · All employees”, and their department's group if you chose that.
• Details you mapped follow the HR system. A blank there clears the value in wrkflow.
• People who are terminated, inactive or no longer listed leave the synced groups. Their contact and past responses stay.
• Sync history shows each run with the people added, updated and removed, and anything that went wrong.

Credentials are encrypted before they're stored and are never shown again. Use a read-only account in the HR system where you can.