This article describes how to set up payroll integration with Xledger.
Overview
The Xledger Payroll integration in RecMan streamlines payroll processes by enabling effortless data transfer. Transfer salary data and synchronize employee details directly from RecMan. Easily transfer payroll for multiple employees at once, or sync a single employee to avoid creating them manually in both systems. Discover more about Xledger Payroll integration in this article.
Note
This integration requires an Xledger account.
Create an API key in Xledger
The API key is necessary for full integration. For CSV export only, it is not required.
- Once logged in as an administrator in Xledger, go to Administration in the main menu.
- Select Access Control.
- Select GraphQL.
- Press API tokens and then the green Generate new token button.
- Give the API key a name, e.g., RecMan.
- Choose Select all on Read and Write.
- Then press Generate token to get the API key. Copy this key to take with you to RecMan. See steps further down here.
How to set up integration
To activate Xledger integration, go to the System settings and select Marketplace.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace. All non-Admin users can access and explore Marketplace under the blue Home icon.
Click the blue activation button with the price to begin using the Xledger integration.
Select integration type(s):
- Full integration – Tick the checkbox Full integration to start configuring it. Enter the API Key.
- CSV export – Tick the checkbox CSV export to enable it.
The next step is to choose an environment to connect your integration (only one can be selected):
- Production: Configure the integration to communicate with your production environment in Xledger. We recommend testing the integration in the Demo environment before starting with the Production environment.
- Demo: Configure the integration to communicate with your demo environment in Xledger. Note that errors may occur when switching from Demo to Production, and support may be necessary.
Afterward, select if this key should be accessible for:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
You will be able to manage your keys in the Credentials tab.