{"id":6567,"date":"2025-04-29T13:50:06","date_gmt":"2025-04-29T13:50:06","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=6567"},"modified":"2025-05-01T15:58:28","modified_gmt":"2025-05-01T15:58:28","slug":"integration-partner-configure-provider","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/integration-partner-configure-provider\/","title":{"rendered":"Integration Partner- Configure Provider"},"content":{"rendered":"\n<p>\n  This feature enables import of employee data from various partners such as CGI, ADP, and others. Through the Integration Partner page, users can configure partner credentials and test both department and employee synchronization prior to importing. For supported partners, balance synchronization is also available and can be tested beforehand. Additionally, in Bolt, users have the flexibility to sync employees and balances via CSV files, even when a partner is already set.\n<\/p>\n\n\n\n<p>\n  Admin user can configure the providers in the system. System supports below providers user can configured:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ADP: ADP US &amp; ADP CA<br>      <\/li>\n\n\n\n<li> Bamboo HR<br>      <\/li>\n\n\n\n<li>CGI: Desjardins \u2013 EmployerD &amp; National Bank \u2013 Nethris<br>      <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-blue-color has-text-color has-link-color wp-elements-b5c674f015a01fd0391d8bd2b5ad9b71\">Configure ADPUS\/ADPCA<\/h2>\n\n\n\n<p>\n  To configure ADPUS\/ADPCA, user\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br>    <\/li>\n\n\n\n<li>Select a <strong>Provider<\/strong> <strong>name as \u201cADPUS \u2013 Workforce Now\u201d<\/strong> from the Provider drop-down menu.<br>    <\/li>\n\n\n\n<li>Click on \u201c<strong>Configure Credentials<\/strong>\u201d<br>    <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1914\" height=\"904\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6568\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33.png 1914w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-300x142.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-1024x484.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-768x363.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-1536x725.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-33-100x47.png 100w\" sizes=\"auto, (max-width: 1914px) 100vw, 1914px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>4. A side drawer will open, user will select<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Department Number source name from the drop-down menu<\/li>\n\n\n\n<li>Enter the Subscriber ID<\/li>\n\n\n\n<li>Click on \u201cGenerate Client Credentials\u201d<\/li>\n\n\n\n<li>It will save the creds and show the success toast message.<br><br>    <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<p>After credentials are set, status will be updated to \u201c<strong>Set<\/strong>\u201d and button \u201c<strong>Generate Client Credentials<\/strong>\u201d will be disabled under Provide Credentials side drawer.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"896\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6570\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34.png 1913w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-300x141.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-1024x480.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-768x360.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-1536x719.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-34-100x47.png 100w\" sizes=\"auto, (max-width: 1913px) 100vw, 1913px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-blue-color has-text-color has-link-color wp-elements-2108aa97a4f2e77dfe2f430f1bf95fcb\">Configure BambooHR<\/h2>\n\n\n\n<p>\n  To configure BambooHR, user\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br>    <\/li>\n\n\n\n<li>Select a <strong>Provider<\/strong> <strong>name as \u201cBamboo HR\u201d<\/strong> from the Provider drop-down menu.<br>    <\/li>\n\n\n\n<li>Click on \u201c<strong>Configure Credentials<\/strong>\u201d<br>    <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1904\" height=\"878\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b.png\" alt=\"A screenshot of a chat\n\nAI-generated content may be incorrect.\" class=\"wp-image-6572\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b.png 1904w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-300x138.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-1024x472.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-768x354.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-1536x708.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-chat-ai-generated-content-may-b-100x46.png 100w\" sizes=\"auto, (max-width: 1904px) 100vw, 1904px\" \/><\/figure>\n\n\n\n<p>4. A side drawer will open, user needs to enter the company domain<br>    <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"877\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6574\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35.png 1919w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-300x137.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-1024x468.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-768x351.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-1536x702.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-35-100x46.png 100w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>5, Click on \u201c<strong>Generate Key<\/strong>\u201d will open the BambooHR webpage.<br>    <\/p>\n\n\n\n<p>User needs to login to BambooHR. After successful login and allowing access will redirect to Synerion bolt. It will also change the API key status to \u201c<strong>Set\u201d<\/strong><br>    <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading has-blue-color has-text-color has-link-color wp-elements-c463bb09d2ec2f0653c981e4228bde26\">Configure CGI: National Bank Nethris <\/h2>\n\n\n\n<p>\n  To configure CGI provider, user\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br>    <\/li>\n\n\n\n<li>Select a <strong>Provider<\/strong> <strong>name as \u201cNational Bank &#8211; Nethris\u201d<\/strong> from the Provider drop-down menu.<br>    <\/li>\n\n\n\n<li>Click on \u201c<strong>Configure Credentials<\/strong>\u201d<br>    <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"879\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6576\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36.png 1919w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-300x137.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-1024x469.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-768x352.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-1536x704.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-36-100x46.png 100w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>4. A side drawer will open, user provides<\/p>\n\n\n\n<p>5, User code, Business Code, and Password.<br>        <\/p>\n\n\n\n<p>6. Turn on\/off the \u201cMultiple Companies\u201d. If toggle is off, it will not the show the  Company Number Length field.<br>        <\/p>\n\n\n\n<p>7. Select the Department template options<br>        <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"898\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6578\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37.png 1919w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-300x140.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-1024x479.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-768x359.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-1536x719.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-37-100x47.png 100w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>8. Click on \u201c<strong>Save<\/strong>\u201d<br>9. It will save the creds and show the success toast message.<br>    <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading has-blue-color has-text-color has-link-color wp-elements-c821bbca488e686a8f816a60149b71ca\">Configure CGI: Desjardins-EmployerD <\/h2>\n\n\n\n<p>To configure CGI provider: Desjardins- EmployerD, <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<\/li>\n\n\n\n<li>Select a <strong>Provider<\/strong> <strong>name as \u201cDesjardins- EmployerD\u201d<\/strong> from the Provider drop-down menu.<\/li>\n\n\n\n<li>Click on \u201c<strong>Configure Credentials<\/strong>\u201d   <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1907\" height=\"888\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6580\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38.png 1907w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-300x140.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-1024x477.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-768x358.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-1536x715.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-38-100x47.png 100w\" sizes=\"auto, (max-width: 1907px) 100vw, 1907px\" \/><\/figure>\n\n\n\n<p>4. A side drawer will open, user provides<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User code, Business Code, and Password.<br>        <\/li>\n\n\n\n<li>Turn on\/off the \u201cMultiple Companies\u201d. If toggle is off, it will not the show the  Company Number Length field.<br>        <\/li>\n\n\n\n<li>Select the Department template options<br>        <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"878\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8.png\" alt=\"\" class=\"wp-image-6582\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8.png 1919w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-300x137.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-1024x469.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-768x351.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-1536x703.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6567-8-100x46.png 100w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>5.  Click on \u201c<strong>Save<\/strong>\u201d<br><\/p>\n\n\n\n<p>6.  It will save the creds and show the success toast message.<br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This feature enables import of employee data from various partners such as CGI, ADP, and others. Through the Integration Partner page, users can configure partner credentials and test both department and employee synchronization prior to importing. For supported partners, balance synchronization is also available and can be tested beforehand. Additionally,&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[280],"ht-kb-tag":[215,116],"class_list":["post-6567","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration-partner","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=6567"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6567\/revisions"}],"predecessor-version":[{"id":6721,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6567\/revisions\/6721"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6567"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6567"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}