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Allocate/Optima

Chris Kartsakalis
  • Updated

 

Allocate API Integration

Optima


Allocates integration with BundyPlus Live allows you to directly import/export employee timesheet data to streamline your payroll process.

This article will detail how to configure the API interface.

First, you will need the following:

  • Optima Client Code
  • Optima Environment Code
  • Optima Login Details (Username + Password)
    • This login must be assigned at the client level to access the clients employee list.
  • Source Supplier code created in Optima as 'Bundyplus'
    In Reference Data > Attendance > Attendance Source Supplier > Create Attendance Source Supplier
  • Time Clocks created in Optima
    In Reference Data > Attendance > Attendance Devices > Create Attendance device
    The Device ID's must match the serial number of the time clock.

Configuring the Integration

  1. Go to Settings > Integrations > Allocate
  2. Tick the Enabled checkbox
  3. Enter your Allocate Credentials
  4. (Optional) Select Enable filtered Employee importing and Enter text in the filter field
    This will only import employees with the custom text set in this field
    1. This field is can be located in Allocate > Personnel > Person Search > Select Employee > Attendance Ids
    2. Enter the text anywhere in the Attendance Identifier field
      For example:
      Filter text is set to 'Bundy'
      Employee Attendance ID is 200
      New Employee Attendance ID is 200Bundy
  5. Click Save

Create your Payrun

  1. Go to Settings > Payruns > Add Payrun
  2. Enter Details and go Next
  3. Leave the date details as this does not affect the transactions being sent
  4. Change export type to Allocate
  5. Check Do you want to schedule automatic exporting? and select an Export Frequency
  6. Check Do you want to schedule automatic importing? and select an Import Frequency
  7. Click Next
  8. Click Next (You will import your employees into this Payrun once the API is connected)
  9. Click Save

Import Employees

  1. Go to Settings > Payruns
  2. Click on the Import Employees Now button under the Auto Import Column
    • This will now start the employee import process into BundyPlus Live.
  3. Once the import process is complete, you can go to the Employees section and see your list of employees

You have now successfully configured your Optima (Allocate) integration.

 

Trouble shooting

  • Is interface enabled?
  • Are credentials correct?
  • Does "Save and Test" button work? No, recommend checking credentials.