HRIS integrations: get user data with Merge
We partner with Merge, a leading API platform, to offer integrations with all of the most popular HRIS systems so you can easily sync employee data. Merge collects the data, brings it to their server, and then gives us access so we can bring that data into Quinto. With an integration in place, you can automate the process of adding users, positions, reporting relationships, locations, and departments.
How the integration works
When a user is added to your HRIS:
They will be added to Quinto on the next sync.
If a vacant position with the same name exists, the user is put in that position.
If not, Quinto creates a new position for that user.
Note: The process can be affected by the order of users. There might be an incoming user in a position that has not been vacated yet via the sync process. In this case, Quinto creates an additional position and leaves the current incumbent's position vacant by the time the sync finishes.
When a user's position changes in your HRIS:
They will be removed from their previous position in Quinto.
If a vacant position with the new name exists, the user is put in that position.
If not, Quinto creates a new position for that user.
When a user is deactivated in your HRIS:
They will be deactivated in Quinto on the next sync.
What needs to be done manually
Creating job descriptions and linking positions
The integration creates positions, but not job descriptions; these still need to be created manually in Quinto. After the sync, link positions to job descriptions. You can use the Positions without jobs filter to quickly identify these positions. Learn more
Inviting users to access Quinto
The integration adds users, but it doesn't send them invites; you'll need to send invites manually. You can use the Added > Today filter to quickly identify these users. Learn more
Setting up an integration
Click the gear icon on the top right of your screen.
Select General administration in the drop-down.
Click Integrations under Account in the side menu.
Select your HRIS.
Expand the categories to see the data Merge will access. Click Continue.
Provide the information requested so Merge can connect to your system. This might be a subdomain and API key, but will vary depending on your HRIS. Merge provides instructions explaining where to find the required information in your HRIS. Once you’ve filled in the required fields, click Submit.
Click Continue. Review the data Merge has access to and click Continue. Click Finish.
Select how often you want to re-sync in the Import frequency setting.
Select which type of group in your HRIS you want to map to departments in Quinto.
Select the status of new users imported through the integration.
Select the language of your HRIS content if you have more than one language installed.
Select specific user groups if you don’t want to import all users from your HRIS.
Click Synchronize now on the top right of the page. You’ll only need to do this once for setup. Going forward, Quinto will resync with your HRIS automatically according to the import frequency.
If you import someone and later deactivate them in your HRIS, they will be deactivated in Quinto on the next sync. However, while Merge collects the data of all users in your HRIS, Quinto does not import users who are deactivated in your HRIS.
What data do we access?
Merge collects the following data if it’s available:
Employee:
Avatar
Company
Display Full Name
Employee Number
Employment Status
Employments
First Name
Groups
Hire Date
Last Name
Manager
Mobile Phone Number
Personal Email
Preferred Name
Start Date
Team
Termination Date
Username
Work Email
Work Location
Effective Date
Employee
Employment Type
Job Title
Companies:
Display Name
Groups:
Is Commonly Used As Team
Name
Type
Teams:
Name
Locations:
City
Country
Location Type
Phone Number
State
Street 1
Street 2
Zip Code
The data Merge collects is read-only. That means Merge will never change your data. Merge will not collect social security numbers or any information about employee pay. If Merge doesn’t collect a piece of data, we can’t access it. However, it’s important to note that while you can specify which groups of users you want to add to Quinto, Merge collects the data of all users in your HRIS.
