The "Integrations" page of Core HR allows you to create and manage your connections and data syncs between Core HR and your respective third-party application.
The Integrations page will offer three pages:
- Connectors - Setting up the access between Core HR and other systems.
- Sync - Set up and run a data sync between Core HR and other systems.
- Sync History - A log of what data was synced and any issues encountered.
The example images will refer to various third-party applications, but these steps can be used for any supported application.
Access to Integrations
Access to the "Integrations" module must be granted by Arcoro. For additional users to gain access to the "Integrations" module, please contact us with the user(s) who should have access so we can help you set up the user(s).
Current Data Syncs
The Integration tool currently offers the following data syncs:
- Acumatica
- CMiC Construction
- Core HR
- ExakTime
- File
- HCSS
- Payroll
- Sage 100 Contractor
- Sage 300 CRE
- Viewpoint Vista (CSV)
- SFTP
Connectors
The "Connectors" menu allows you to create and see connections created for your Arcoro module and supported third-party application. There will typically be two connectors listed, one for Core HR and one for your third-party application.
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Actions
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- Modify an existing connector.
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- Delete an existing connector.
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- Company - Your company.
- Name - Name of the connector.
- Product - The product that you are connecting to.
Creating/Editing a Connector
Connections are typically created with the assistance of an Acoro Integrations Consultant but can be created manually. Existing connectors can be edited if you need to update the username or password.
- Click New Connector or click the
- Set up the connector with the appropriate information:
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Name - The name of the connector that will be shown in the connectors list.
- The name of the Connector should be in the format of "Company Name or Data Folder - System Being Connected To" (i.e. "Arcoro - Core HR Connection") as it must be unique in the integrations tool and be easily identifiable.
- Product - The product that you will be connecting to.
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Configuration - The configuration of the connector. Depending on the configuration, additional options/fields will appear such as, but not limited to:
- Arcoro Company ID - The company ID of your Core HR account.
- URL - The URL of the third-party application we are connecting to.
- Username - The username for the connector.
- Password - The password for the connector.
- Use SFTP - Certain products allow us to sync data to third-party systems via SFTP. If enabled, will allow you to specify/enter the required credentials to allow SFTP data syncs.
- Test connection to confirm credentials are valid.
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Name - The name of the connector that will be shown in the connectors list.
- Click Save when finished.
Sync
After the "Connector" has been set up, the "Sync" page allows you to create and run syncs from your third-party application to Arcoro or vice-versa. Syncs are typically created with the assistance of an Acoro Integrations Consultant but can be created/edited manually.
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Actions
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- Initiate data sync.
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- Company - Your company.
- Name - The name of the sync. Generally the direction of the sync.
- Status
- Started
- Duration
- User
Creating/Editing a Sync
Syncs are typically created with the assistance of an Acoro Integrations Consultant but can be created/edited manually. Existing syncs can be edited if you need to specify the data that should be synced.
- Click New Sync or click the
- Set up the sync depending on your organization's needs.
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Name - The name for the sync that will appear in your "Sync" list.
- The name of the Sync should be in the format of "Company Name or Data Folder - Direction of Data Travel" (i.e. "Arcoro - Core to Sage 300 CRE") as it must be unique in the integrations tool and be easily identifiable.
- Source - The source of the data sync.
- Destination - The destination of the data. Additional options may appear depending on the destination.
- Specify the data that should be synced from the source. The available fields will differ depending on the application.
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Name - The name for the sync that will appear in your "Sync" list.
- Click Save when finished.
Running a Sync
- Click the
- Check the box for "Save Changes".
- Not enabling "Save Changes" will allow the sync to run, but will not write the data to the destination. This can help find data issues during syncing but does not guarantee you will not encounter errors if "Saving Changes" is enabled.
- Some syncs may provide additional fields that can customize your sync such as specifying which employees should be synced via employee ID.
- Click Run.
Sync History
The "Sync History" page will allow you to review the progress of a sync for what data was synced and if there were any warnings or errors during the sync.
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- View Sync Details
- Name - Name of the sync that occurred.
- Company - Your company.
- Status - If the sync has been completed or not.
- Save - If "Save Changes" was enabled.
- Started - When the sync was initiated.
- Duration - How long the sync lasted.
- User - The user that initiated the sync.
- Total - The number of total events during the sync.
- Errors - The number of errors that occurred during the sync.
- Warnings - The number of warnings that occurred during the sync.
- Info
- Failures
Sync Details
Fields You Should Focus On:
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Errors - Errors will list any issues encountered during the sync that require your attention (i.e. A piece of data could not be synced).
- The number of errors occurring should ideally be 0. If you have any errors, they should be addressed as soon as possible to prevent any issues during syncing.
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Warnings - Warnings will list any events that may require your attention, but can be ignored depending on your situation.
- The number of warnings occurring should be as low as possible, but it may not be possible for it to reach 0 depending on your organization and the data that is being synced.
- Files - Useful for SFTP data transfers if you need to access the file(s) that were synced for the instance, where available.