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Integrate Gusto with Engagedly

Table of contents

  1. Introduction
  2. Integration process
  3. Default field mappings
  4. Set up Gusto
  5. Authentication
  6. Add organization branches
  7. Sync employee accounts
  8. Sync process
  9. Sync status and reports
  10. Disable connection

1. Introduction

Integrating Gusto with Engagedly allows admins to sync employee information, including custom fields, from Gusto directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

📒Note: This document covers the integration setup for both Tangerine (V2) and Indigo (V3). Screenshots are captured from Indigo (V3), so the user interface may vary slightly in Tangerine.

Prerequisites
  • Admin access to both Gusto and Engagedly.

2. Integration process

Contact our support team to enable Gusto for your organization. Once enabled, the application status changes to “Available”, allowing you to proceed with the connection.

Navigate to Settings > Integrations in Engagedly to verify the status.

In the “HRIS” section, Gusto appears as an available option.

3. Default field mappings

By default, the following fields are mapped between Gusto and Engagedly:

Engagedly fields

Gusto fields

First Name

First name

Last Name

Last name

Email

Work Email

Reporting to

Manager

Job Title

Job Title

Employee ID

Employee Number

Blocked

Terminated

📒Notes:

  • These are the default mappings. Contact our support team to customize or add additional fields as required.

  • Only permanent employees sync initially. Contractual employees are excluded.

Along with the field mappings, provide the following details:

  • Sync only active employees
  • Sync all employees (active, dismissed)
  • Sync all department, manager, job title, and location details

4. Set up Gusto

After the Gusto application is enabled, perform the following steps to establish the connection:

Navigate to Settings > Integrations in Engagedly

  1. Click Gusto.

    Integrate Gusto with Engagedly1

         2.  Click ADD COMPANY at the top right.

    Integrate Gusto with Engagedly2

    If no connection exists, an empty state appears.

    5. Authentication

    After adding your organization, you are redirected to the Gusto login page.

    1. Enter your email address and password.
    2. Click Continue to authenticate your account.

    Gusto3

         3.  Select your organization from the drop-down and click Authorize

    Integrate Gusto with Engagedly4

    6. Add organization branches

    Add each branch of your organization manually.

    By default, the email address is the unique identifier.

    Contact our support team if you prefer using employee ID.

    Select organizations on the integration page to include them in sync, while unselected organizations are excluded.

    Gusto5

    To sync all organizations, select them and click SAVE.

    Integrate Gusto with Engagedly6

    After successful authentication, the connection between Engagedly and Gusto is established.

    7. Sync employee accounts

    Contact our support team to schedule user data syncs to keep employee accounts up-to-date in Engagedly. Syncs can run once daily, twice daily, or at a frequency you specify.

    During each sync, Engagedly automatically:

    • Adds new employees
    • Updates existing employee records
    • Blocks or dismisses employees as required
    • Updates departments, job titles, and other mapping attributes

    You may also request our support team to stop syncing at any time.

    📒Notes:

    • Dismissed employees in Gusto appear as blocked in Engagedly.
    • Ethnicity data does not sync in Engagedly.

    8. Sync process

    By default, Engagedly syncs employees from Gusto every 24 hours at 6:30 AM UTC.

    Contact our support team to change the sync time.

    8.1. Sync manually

    After adding users in Gusto, sync them to import new employees immediately.

    • Click SYNC USERS at the top right.

    Integrate Gusto with Engagedly7

    9. Sync status and reports

    After the sync completion, you receive an email notification regarding the sync status and the report, including the number of employees created and updated, and any errors encountered.

    10. Disable connection

    You can disable the Gusto integration with Engagedly at any time.

    • Click DISCONNECT at the top right, then again click DISCONNECT to confirm.

    Integrate Gusto with Engagedly8

    ⚠️ Warning: Disconnecting an organization deletes all saved organizations.

    📒Note: Sync stops if you disconnect the integration, but previously synced employee data remains.

    Repeat the setup steps to reconnect.