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How to Connect Your HRIS with Wishlist

Michelle Vercellino
Updated

Your Wishlist program can connect with a number of different HRIS. This will make updating your employee roster much easier when new employees are added or someone leaves the company. If interested, reach out to your CSM as setting up your HRIS integration is different based on the system. Below are all the systems we can currently integrate with an outline of the process your CSM will help you navigate:

Note: If you don't see your HRIS in this list we may be able to create a custom integration, however, there could be a fee associated. Reach out to your CSM for more details.

 

Bamboo

  1. As a Program Admin you will need to provide Wishlist with an API token and the company name subdomain that is set up in Bamboo.

  2. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.

  3. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

Greenhouse HR

  1. Greenhouse has an API that Wishlist can use to get user information. You would need to provide your CSM with a username and password to your portal.
    1. Instructions for this can be found here.

  2. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.

  3. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

IntelliHR

  1. You will need to login to the IntelliHR platform

  2. Once logged in, go to Settings > Public API Access Keys and generate an API key.

  3. Provide the API key along with the Company Id/Tenant Name to your CSM

  4. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.
  5. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

  6. Fields that are synced with Wishlist are:

    • External Id

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Birth Date

    • Hire Date

Namely HR

  1. As a Program Admin you will need to provide Wishlist with an API token and the company name (companyname.Namely.com) to their Namely portal.

  2. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.

  3. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

Paychex

  1. Provide your Client ID# to your Wishlist CSM.
  2. Wishlist will be able to do this integration for you by requesting App access through Paychex support.
  3. This generally takes 2 days on the Paychex side
  4. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.
  5. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

Paylocity

  1. This is one of our easiest integrations! In order for us to process this we will need you to fill out the Paylocity API Agreement Form.
  2. Send this form to us and your Paylocity contact.
  3. Paylocity has varied amounts of response time, so if you haven’t heard back in a week, reach out to them again. Usually, that gets the ball moving.
  4. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

Rippling

  1. Wishlist has an extremely easy integration with Rippling. In order to get it started log into Wishlist.

  2. Open a separate tab and navigate to the Wishlist application on and Install

  3. Go through the flow, it will bounce back and forth a bit between Rippling and Wishlist but at the end the sync will be made and the roster will be updated in 24 hours.

Roster

  1. Please see the roster template attached. This is a CSV format of our roster

  2. Use the following naming convention CompanyName.csv and use the credentials provided by your CSM to drop the roster on the Wishlist FTP

  3. You must use FTP software (FileZilla, Cyberduck, etc) to access the FTP site. Your credentials are write-only, meaning that you cannot see other files on the server and you can only add a file

  4. For a video on how to connect via FTP software, and what to expect when uploading your first file, please reach out to your CSM.

Tribe HR

  1. As a Program Admin you will need to provide Wishlist with an API token, username, and API token, username, and company name (companyname.Tribe.com) to their Tribe HR portal.

  2. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.

  3. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

 

Trinet

  1. Trinet has an easy API integration with Wishlist. Your CSM will fill out a form on your behalf in order to request API access.
  2. Once we have this our internal team will be able to set up the integration and we will reach out to you once complete.
  3. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

Workday

  1. Create a “Workday Report” that is accessible to us via a URL. The report should contain all of the fields that get loaded into the roster (name, email, hire date, birth date, etc).
  2. Once the report is created please provide your CSM with:
    1. The Workday Report URL
    2. Basic Authentication (Username / Password)
  3. We will be able to set up the integration from there.
  4. You may want to review the roster in the Wishlist tool to make sure it looks accurate before going live.

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