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 Cascade in the list of available connections and click Connect.

4. Against the new 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 to limit the integration synchronisation to Employees who fall under this starting node within your Cascade hierarchy.

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

7. Enter your Client Key and Client Secret.

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

8. Click Save.

9. Go back to the HR page to ensure the 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.