Integrations allow you to connect with a service to create extended functionality between the service and Deputy. You can set up a number of integrations that can reduce the number of processes involved for basic tasks. Below is a guide on each process and that services that support the integration.
Getting Started
Before you begin, please ensure that you have a valid account with the service you are trying to set up an integration with. We currently support the following:
- ADP
- BambooHR
- Box
- Clover
- Dropbox
- EPOSNow
- Kounta
- NetSuite
- QuickBooks
- Revel
- ServiceM8
- Square
- Vend
- Xero
- Gusto
We also have support for the following, however, please refer to their documentation if you require any assistance:
- Zapier
- Preceda
- Reckon
- Foodstorm
Please ensure that your pop-up blocker is turned off, as this will prevent you from logging into your service.
Adding Integrations
To add integrations, head to the location page and click ‘Edit Settings’ on the location in which you would like to add the integration.
Navigate to the ‘Integrations’ tab on the left. Here you can check all the services you would like to connect with. When you have selected the appropriate services, click ‘Continue’ at the bottom of the service list.
Now click ‘Authorize’ next to the service you would like to activate. Using a Xero service as an example, you will be prompted to log into your Xero account after clicking ‘Authorize’.
Simply enter in your details to get started.
Services
These are the current list of functions available, and the systems that provide them. The ‘program’ referred to in the service description means the supported programs.
New Employee Sync
New User > Add Employee
This function will sync employees created in the program and create them in Deputy as well. This is to reduce the time and number of processes for employee creation.
Supported programs:
- ADP
- BambooHR
- Clover
- Kounta
- Netsuite
- QuickBooks
- Square
- Vend
New Deputy Employee > Add to [service]
When you create an employee in Deputy, enabling this extension will also create an employee in the corresponding program.
Supported programs:
- NetSuite
- Gusto
New Gusto Employee > Add to Deputy
When creating a new employee in Gusto, this will automatically add them to your business in Deputy.
Supported programs:
- Gusto
Sales Data Sync
Sales CSV File > Create Sales
This will integrate sales files into Deputy to allow you to see sales vs scheduling and timesheets cost. This is also similar to the Dropbox integration.
Supported programs:
- Box
New Sale > Create Sale
When a sale is entered into the program, it will sync with Deputy’s sales data, which affects particular reports and the stats bar on the Schedule page.
Supported programs:
- Clover
- Kounta
- NetSuite (As ‘New Transaction > Create Sale’)
- Revel
- Square
- Vend
New Invoice > Create Sale
When an invoice is created in the program, it will also create and sync the data into Deputy.
- QuickBooks
- Xero
EPOSNow Data > Sync with Deputy
When a sale, or any data is created or entered into EPOSNow, it will automatically sync with Deputy.
Supported programs:
- EPOSNow
Timesheets
Timesheet > Sync Timesheet
When a timesheet is created by an employee in one of the supported programs, it will create and sync a timesheet in Deputy as well.
Supported programs:
- Clover
- Kounta
- Revel
- Square
Clock on/off > Create Timesheet
When a staff member clocks on and off in the ServiceM8 mobile app, ServiceM8 generates a timesheet automatically in Deputy, allowing managers to approve and export timesheets.
Supported programs:
- ServiceM8
Pay Rate Sync
Updated Employee > Sync Pay Rates
When you upgrade an employee’s details (pay rates) in Xero, this will automatically sync pay rates in the employee’s Deputy profile.
Supported programs:
- Xero
Miscellaneous Functions
New Photo > Box Upload
Photos taken by the Deputy Kiosk will be uploaded to a specified Box folder. This is similar to the Dropbox integration.
Supported programs:
- Box
Export Leave > Approve Leave
When Leave is exported and approved in Deputy, this will sync with BambooHR’s leave system.
Supported programs:
- BambooHR