Connectors Overview
Connect your payroll system directly to Audit1
Payroll Connectors Overview
Learn how to connect your payroll system directly to Audit1 for automated data synchronization.
What are Payroll Connectors?
Payroll Connectors are pre-built integrations that automatically sync payroll data from your payroll provider directly into Audit1. Think of them as bridges that connect your payroll system to Audit1, eliminating manual data entry and file uploads.
Why Use Connectors?
- π Fully Automated: Data syncs automatically without any manual intervention
- β±οΈ Real-Time: Get the latest payroll data as soon as it's available
- β Accurate: Eliminates manual data entry errors
- π Secure: Direct encrypted connection between systems
- π Comprehensive: Captures all payroll data fields automatically
- π° Efficient: Saves time and reduces operational costs
Available Connectors
Audit1 offers direct integrations with these major payroll providers:
π΅ Paylocity
- Best For: Mid to large-sized employers
- Data Sync: Employees, pay statements, earnings, deductions
- Update Frequency: Real-time or scheduled
- View Setup Guide β
π’ UKG (Ultimate Kronos Group)
- Best For: Enterprise organizations
- Data Sync: Employee records, payroll reports, time tracking
- Update Frequency: Scheduled sync
- View Setup Guide β
π΄ Hartford XactPay
- Best For: Hartford insurance policyholders
- Data Sync: Consent data, payroll records, employee information
- Update Frequency: Scheduled sync
- View Setup Guide β
π‘ AccountantsWorld
- Best For: Accounting firms managing multiple clients
- Data Sync: Multi-client payroll aggregation
- Update Frequency: Scheduled sync
- View Setup Guide β
Comparison: Connectors vs Other Methods
| Feature | Connectors | SFTP | API | Manual |
|---|---|---|---|---|
| Setup Complexity | Medium | Low | High | None |
| Automation Level | Full | Partial | Full | None |
| Technical Knowledge | Low | Medium | High | None |
| Real-Time Data | β Yes | β No | β Yes | β No |
| Maintenance | Low | Low | Medium | High |
| Best For | Regular payroll sync | Batch uploads | Custom integration | One-time uploads |
How Connectors Work
ββββββββββββββββββββ ββββββββββββββββββββ
β β OAuth Connection β β
β Your Payroll β ββββββββββββββββββββΊ β Audit1 β
β System β β Connector β
β (Paylocity, β Automated Sync β β
β UKG, etc.) β ββββββββββββββββββββΊ β β
ββββββββββββββββββββ ββββββββββββββββββββ
β
βΌ
ββββββββββββββββββββ
β Audit1 β
β Platform β
β (Processing & β
β Reporting) β
ββββββββββββββββββββ
The Process:
- One-Time Setup - Authorize Audit1 to connect to your payroll system
- Automatic Detection - Connector monitors for new payroll data
- Data Extraction - Payroll information is securely retrieved
- Data Sync - Information is automatically imported into Audit1
- Processing - Audit calculations run automatically
- Notifications - You're notified when data is processed
General Setup Process
While each connector has specific steps, the general process is similar:
Step 1: Contact Support
Reach out to enable connector access for your organization:
- Email: [email protected]
- Phone: Available during business hours
- Specify which payroll system you use
Step 2: Receive Authorization
You'll receive:
- Instructions specific to your payroll system
- Any required consent forms or agreements
- Access credentials (if needed)
- Setup documentation
Step 3: Authorize Connection
This typically involves:
- Logging into your payroll system
- Authorizing Audit1 to access payroll data
- Selecting which data to sync
- Confirming permissions
Step 4: Configure Sync Settings
Choose your preferences:
- Sync Frequency: How often data updates (real-time, daily, weekly)
- Data Scope: Which employees and data to include
- Notifications: How you want to be notified of syncs
- Validation Rules: Any special requirements for your data
Step 5: Test Connection
- Run an initial test sync
- Verify data appears correctly in Audit1
- Confirm all employee records synced properly
- Check payroll calculations are accurate
Step 6: Go Live
Once testing is complete:
- Enable automatic sync
- Disable any manual processes
- Set up monitoring and alerts
- Train your team on the new workflow
Who Can Use Connectors?
β
You CAN use connectors if:
- You have an active account with one of our supported payroll providers
- You have admin or payroll admin access in your payroll system
- You want to automate data submission to Audit1
- You process payroll regularly (weekly, bi-weekly, monthly)
β Connectors may NOT work if:
- Your payroll provider isn't on our supported list (use SFTP or API instead)
- You don't have authorization to grant data access
- You have highly customized payroll setups (contact support to discuss)
- You process payroll across multiple disconnected systems
Security & Permissions
What Access Do Connectors Need?
Connectors typically request read-only access to:
- Employee names and identifiers
- Gross pay and wages
- Pay dates and periods
- Job classifications
- Hours worked
- Basic deductions (for audit calculations)
Connectors DO NOT access:
- Banking information
- Social Security Numbers (full)
- Tax forms or filings
- Personal contact information beyond work email
- Sensitive employee documents
How Is Data Protected?
- π Encryption: All data transfers use industry-standard encryption (TLS 1.3)
- π OAuth 2.0: Secure authorization without sharing passwords
- π‘οΈ Access Control: You control what data is shared
- π Audit Trails: All data access is logged
- π Compliance: SOC 2, HIPAA, GDPR compliant
- β±οΈ Token Expiry: Access tokens expire and refresh securely
Revoking Access
You can revoke Audit1's access at any time:
- Through your payroll system's integrations page
- By contacting Audit1 support
- Through the Audit1 admin portal
Common Questions
Setup & Configuration
Q: How long does setup take?
A: Initial setup typically takes 15-30 minutes. Authorization and testing may add another 30 minutes.
Q: Do I need IT support?
A: Usually not. Most setups only require payroll admin credentials. Complex environments may benefit from IT assistance.
Q: Can I connect multiple payroll accounts?
A: Yes, if you manage payroll for multiple entities, each can have its own connection.
Q: What if my payroll system isn't listed?
A: Use our SFTP upload or API integration options. Contact support to discuss building a custom connector.
Data & Syncing
Q: How often does data sync?
A: Depends on the connector and your settings. Options range from real-time to scheduled daily/weekly syncs.
Q: Can I control what data syncs?
A: Yes, during setup you can specify data scope, employees to include, and date ranges.
Q: What happens if a sync fails?
A: You'll receive an email notification. Most connectors automatically retry. You can also manually trigger syncs.
Q: Can I sync historical data?
A: Yes, most connectors can retrieve historical payroll data. Discuss timeframes with support during setup.
Security & Privacy
Q: Is my payroll data safe?
A: Yes. All data is encrypted in transit and at rest. Audit1 is SOC 2 certified and HIPAA compliant.
Q: Who can see the synced data?
A: Only authorized users in your organization and relevant insurance carriers (per your policy agreements).
Q: Can I audit what data was accessed?
A: Yes, audit logs are available showing all data access and sync activity.
Q: What if I need to stop syncing?
A: You can pause or disconnect at any time through your settings or by contacting support.
Troubleshooting
Q: Data isn't syncing. What should I check?
A: Verify your payroll system credentials are current, check if any permissions changed, and ensure your payroll system is accessible.
Q: Some employees are missing. Why?
A: Check if they fall within your sync date range, verify they're active in your payroll system, and confirm they meet your sync filters.
Q: Synced data looks incorrect. What do I do?
A: Contact support immediately with specific examples. Most issues are related to data mapping or formatting.
Best Practices
β
Do's
Setup:
- β Test thoroughly before going live
- β Document your setup for future reference
- β Verify data mapping between systems
- β Set up notifications for sync status
- β Train your team on the new workflow
Ongoing:
- β Monitor sync status regularly
- β Review synced data periodically for accuracy
- β Keep credentials current if using API keys
- β Update settings when business processes change
- β Maintain backup processes for critical periods
β Don'ts
- β Don't share credentials with unauthorized users
- β Don't bypass validation if sync warnings appear
- β Don't modify sync settings without understanding impacts
- β Don't assume it's working - verify regularly
- β Don't disconnect during payroll runs without a backup plan
Connector-Specific Guides
Click on your payroll provider for detailed setup instructions:
Complete guide for connecting Paylocity to Audit1, including OAuth setup, credential management, and multi-tenant configurations.
Step-by-step instructions for UKG integration, including report configuration, employee sync, and scheduled automation.
Hartford-specific setup for XactPay integration, including consent data sync and policy holder configurations.
Guidance for accounting firms managing multiple client payrolls through AccountantsWorld integration.
Alternative Integration Methods
If connectors don't meet your needs, consider:
π SFTP File Upload
Best for: Batch file uploads, custom payroll systems
Learn More β
π REST API Integration
Best for: Custom integrations, real-time submissions
Learn More β
π£ Webhooks
Best for: Event-driven workflows, real-time notifications
Learn More β
π Manual Upload
Best for: One-time submissions, small volumes
Access via: Audit1 Admin Portal
Getting Help
Support Resources
- π§ Email: [email protected]
- π± Phone: Available during business hours (Mon-Fri, 9 AM - 5 PM ET)
- π Documentation: developer.audit1.info
- π¬ Live Chat: Available in Admin Portal
- π Status Page: status.audit1.info
What to Include in Support Requests
When contacting support about connectors:
- Which payroll system you're using
- Your Audit1 organization ID
- Description of the issue
- Screenshots if applicable
- Recent sync logs or error messages
- What you've already tried
Next Steps
- Choose Your Connector: Review the available options above
- Read the Specific Guide: Click through to your payroll system's guide
- Contact Support: Request connector activation
- Follow Setup Steps: Complete the authorization process
- Test & Verify: Confirm data is syncing correctly
- Go Live: Enable automatic syncing
Ready to get started? Choose your connector guide:
Updated about 2 months ago
