To use the direct integration with Cascade, you'll need to link your IRIS Cascade HR account to ExpenseIn.

Note: For security reasons, ExpenseIn will never link your ExpenseIn account and Cascade account for you. This must be done by an authorised person from your company.

To connect your Cascade account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the HR subheading.

3. Locate IRIS Cascade from the available connections list and click the Connect button.

4. Against the new IRIS Cascade connection, click the three dots icon and select Edit Credentials from the drop-down.

5. In the Hierarchy Starting Node field, enter the name of the node which will limit the integration synchronisation to Employees that fall under this starting node within your Cascade Hierarchy.

6. Enter your Client Key and Client Secret into the relevant fields.

Note: If you don't have a Client Key or Client Secret, you'll need to contact IRIS Cascade directly, as only they can provide these details for the integration.

7. Click Save.

8. Go back to the HR page to ensure the IRIS Cascade integration status has changed from Awaiting Credentials to Connected.

Once the status displays as Connected, your ExpenseIn and Cascade accounts will complete an initial synchronisation. See our IRIS Cascade HR integration Help Article for more information on how the integration works.