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

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

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

1. Click the Account Name > Admin.

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

3. Locate Staffology HR in the list of available connections and click Connect.

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

5. In the Company field, enter the name of the company in Staffology HR. This will limit the synchronisation to Employees associated with that company in your Staffology HR account.

Note: If you leave this blank, all Employees from your Staffology HR account will synchronise with ExpenseIn.

6. Select whether to Include Bank Details in the sync.

7. Enter your API Username and API Password.

​Note: If you're unsure how to set up an API Username and Password in Staffology HR, you'll need to contact IRIS Support directly.

8. Click Save.

9. Go back to the HR page to ensure the Staffology HR integration status has changed from Awaiting Credentials to Connected.

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