Table of contents
- Introduction
1.1. Prerequisites - Integration
- Set up the connection
- Authentication
- Sync employee data
- Automatic updates
1. Introduction
Gusto is a modern cloud-based HR and payroll platform designed to help businesses manage hiring, compliance, employee benefits, and workforce management. It offers automated payroll processing, tax filing, benefits administration, time tracking, and employee onboarding.
Integrating Gusto with Engagedly enables admins to streamline employee data synchronization, reduce manual entry, and ensure consistency across HR and performance management systems. This integration helps your organization maintain accurate and up-to-date employee records, enabling a more efficient and connected employee experience.
1.1. Prerequisites
- An active subscription to Engagedly and Gusto.
- Admin access to both platforms.
2. Integration
Contact our support team to enable Gusto for your organization. Once enabled, the application status is updated to “Available”, allowing you to proceed with the connection within Engagedly.
By default, the following field mappings are configured during the initial sync setup:
- Employee first name
- Employee last name
- Job title
- Work email address
- Manager
- Employee status (active, blocked)
📒Notes:
• These mappings are customized based on your organization’s requirements.
• Only permanent employees are synced in the initial sync. Contractual employees are excluded.
3. Set up the connection
After the Gusto application is enabled, perform the following steps to establish the connection:
- Log in to the Engagedly application.
- Navigate to Settings on the left pane.
- Select Integrations and click Gusto.
📒Note: Ensure that Gusto is integrated with Engagedly.
4. Click ADD COMPANY at the top right.
If no connection is established, an empty state is displayed.
4. Authentication
After adding your organization, you are redirected to the Gusto login page.
- Enter your email address and password.
- Click Continue to authenticate your account.
3. Click the drop-down menu and select the organization.
4. Click Authorize.
You must manually add all branches of your organization separately.
During organization creation, the email address is used as the unique identifier by default.
Contact our support team if you prefer using the employee ID.
After successful authentication, the connection between Engagedly and Gusto is established.
Organizations selected on Engagedly’s integration page are included in the sync process, while unselected organizations are excluded.
If you prefer selecting all organizations, select them and click SAVE.
5. Sync employee data
After successful authorization, employees from Gusto are automatically synced to Engagedly every 24 hours based on the default time configuration.
By default, the sync time configuration is 6:30 AM UTC.
Contact our support team if you prefer to change it.
You can manage employee synchronization manually if required:
- Click SYNC USERS to trigger all Gusto employees to sync with Engagedly automatically. The sync report (number of employees created and updated, and any errors) is emailed to you (logged-in user).
- Click DISCONNECT and again click DISCONNECT.
⚠️Warning: Disconnecting an organization deletes all added or saved organizations.
📒Note: Syncing stops if you disconnect the integration. However, it does not affect employees who were already synced.
Repeat the steps to re-authorize the connection.
6. Automatic updates
Based on your mapping details, our engineering team initiates a daily synchronization process to update all employee accounts from Gusto to Engagedly. This is managed through a CRON job that ensures seamless updates, including:
- Adding new employees
- Updating the existing employee details
- Blocking or dismissing employees
- Editing department names, job titles, and other mapped employee information.
After every successful synchronization, any newly added employees or updated demographic details in Gusto are automatically synced with Engagedly.
By default, the following fields are synced:
Engagedly |
Gusto |
First Name |
First name |
Last Name |
Last name |
|
Work Email |
Reporting to |
Manager |
Job Title |
Job Title |
Employee ID |
Employee Number |
Blocked |
Terminated |
However, the field mappings are implemented based on your requirements.
If employees are blocked in Gusto, they are also blocked in Engagedly.
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
📒Notes:
- Dismissed employees in Gusto are considered as blocked employees in Engagedly.
- Ethnicity data is not mapped to Engagedly.