Difference between revisions of "Keypay Integration"

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(Created page with "=Obtaining your API Key= ==Keypay/Quickbooks Online== To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below. * Log into <b>Keypay/Q...")
 
 
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=Import/Update Staff=
=Import/Update Staff=
* Click the Settings cog; select Staff >> Import >> Staff
* Click the <b>Settings</b> cog; select <b>Staff >> Import >> Staff</b>
* Your Data Format will always be Keypay; click the Download Staff button.
* Your <b>Data Format</b> will always be Keypay; click the <b>Download Staff</b> button.
 
<br>
[[File:Keypay-staff-import.png|450px]] [[File:Keypay-down-staff.png|550px]]


* This connects to Keypay and will load your staff list:
* This connects to Keypay and will load your staff list:
** If you have new staff in Keypay that do not exist in Wageloch, they will appear as Blue.
** If you have new staff in Keypay that <b>do not</b> exist in Wageloch, they will appear as <b>Blue</b>.
** Be sure to select their Pay Group from the drop menu available.
** Be sure to select their <b>Pay Group</b> from the drop menu available.
** If you’re updating existing staff between Keypay and Wageloch; they will appear as Green.
** If you’re updating <b>existing staff</b> between Keypay and Wageloch; they will appear as <b>Green</b>.
 
<br>
[[File:Keypay-staff-imp-list.png|750px]]


* Select the staff you wish to import using the tick box on the left side.
* Select the staff you wish to import using the <b>tick box</b> on the left side.
* Once all staff are selected, click Import Staff in the bottom right.
* Once all staff are selected, click <b>Import Staff</b> in the bottom right.
* You’ll receive a prompt asking to confirm the import; Click Yes.
* You’ll receive a prompt asking to confirm the import; Click <b>Yes.</b>
* Once complete, you’ll be advise that the import was successful. Click OK to exit.
* Once complete, you’ll be advise that the import was successful. Click <b>OK</b> to exit.
<br>
[[File:Keypay-import-done.png|400px]]  [[File:Keypay-staff-import1.png|625px]]

Latest revision as of 07:31, 13 October 2023

Obtaining your API Key

Keypay/Quickbooks Online

To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below.

  • Log into Keypay/QuickBooks
  • Click on the Employees tab and then Settings
  • At the bottom of the settings tab, you will be able to see your payroll API Key
  • Copy your API key and temporarily pop it in a Notepad document.


Keypay-qb.png Keypay-qb-api.png


Keypay/Employment Hero

If you are logging in through Keypay/Employment Hero:

  • Click the users name on the top right of the screen then choose My Account.
  • Select Account Details from the left menu
  • At the bottom of the screen, there will be an API Key field
  • Copy your API key and temporarily pop it in a Notepad document.

Keypay-eh-account.png Keypay-eh-api.png


Establish API Connection

  • Open Wageloch and sign in
  • Click the Settings cog; select Payroll then Payroll Connection.
  • Under the Credentials tab, enter (copy/paste) your Keypay API Key.

Keypay-connection.png Keypay-wl-api.png


Select Keypay File

  • Click the Company Files tab.
  • Click the business or site name under the Store heading
  • Select from the drop menu to find the appropriate company file.
  • Click Done to save your file selection.
  • Click Done again to save your API Key and file.


Keypay-comp-select.png Keypay-file-select.png Keypay-comp-save.png

Payroll Mappings

  • Click the Settings cog; Select Payroll and Payroll Mappings
  • Select the Pay group you wish to map
  • Link the Timesheet Columns for Wageloch to the appropriate pay category in KeyPay.
  • Complete this for each pay group and row.
  • Click Done to save your changes.
  • Click OK to acknowledge the Save prompt.


Payroll-mappings.png Keypay-mapping.png Keypay-category.png

Import/Update Staff

  • Click the Settings cog; select Staff >> Import >> Staff
  • Your Data Format will always be Keypay; click the Download Staff button.


Keypay-staff-import.png Keypay-down-staff.png

  • This connects to Keypay and will load your staff list:
    • If you have new staff in Keypay that do not exist in Wageloch, they will appear as Blue.
    • Be sure to select their Pay Group from the drop menu available.
    • If you’re updating existing staff between Keypay and Wageloch; they will appear as Green.


Keypay-staff-imp-list.png

  • Select the staff you wish to import using the tick box on the left side.
  • Once all staff are selected, click Import Staff in the bottom right.
  • You’ll receive a prompt asking to confirm the import; Click Yes.
  • Once complete, you’ll be advise that the import was successful. Click OK to exit.


Keypay-import-done.png Keypay-staff-import1.png