---
title: "Connect a Netchex Integration"
slug: "connect-a-netchex-integration"
description: "Connect a Netchex integration to R365: select entities, authenticate, and configure sync settings."
updated: 2026-07-07T16:10:24Z
published: 2026-07-16T08:00:00Z
canonical: "docs.restaurant365.com/connect-a-netchex-integration"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect a Netchex Integration

[Netchex](/doc/docs/netchex-integration-overview) appears under both the **Employee HR Management** and **Payroll** categories on the [Integrations page](/doc/docs/integrations-menu). It is one integration that covers both capabilities. Connecting the integration in either category automatically enables it in both (the integration will display as connected in both categories).

> A Netchex integration cannot be connected if another HR Employee Management or Payroll integration is enabled. The Connect button will be disabled.

---

## Security

**Users with the following permission can connect a Netchex integration:**

- Administration → Integrations →
  - 3rd Party HR Admin
  - 3rd Party HR View Only
  - 3rd Party HR Sync
  - 3rd Party Payroll View Only
  - 3rd Party Payroll Submission
  - 3rd Party Payroll Admin

| Category | Integration Access Level |
| --- | --- |
| **HR Management** | **View Only** | Read-only access to HR integration cards. |
| **Sync** | Can trigger manual sync/polling operations. |
| **Admin** | Full admin access to connection settings. |
| **Payroll** | **View Only** | Read-only access to payroll integration cards. |
| **Submission** | Can submit payroll data to Netchex. |
| **Admin** | Full admin access to payroll connection settings. |

---

## Connect a Netchex Integration

Follow these steps to connect a Netchex Integration:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Integrations page**](/doc/docs/integrations-menu).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GQ7LC22R.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****2)** Expand the **Employee HR Management** or the **Payroll** category.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FPPEIJ4S.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****3)** Click **Connect** on the Netchex card.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XA120W03.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****4)** In the **Connection Admin** drop-down menu, select the user who will be the admin for the connection.**

> Only users with the following permission will be listed:
> 
> - Administration → Integrations → 3rd Party HR Admin

Begin typing the username to search for the desired user, then select them from the list.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XMAR46ZD.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****5)** Click **Connect to Netchex Cloud**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QMMBGT0W.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****6)** Enter the connection admin’s **Netchex credentials**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OOS3MO5Q.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****7)** Enter the Netchex **API Key.****

The API Key is provided by Netchex.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WZ4MPF29.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****8)** Click **Save**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F15NDM4A.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A50Z&se=2026-11-10T18%3A09%3A50Z&sr=c&sp=r&sig=5oUtElugSUvuh5VQ1bm2TrdGOAvtBO8jU05n%2FtL3350%3D)

****9)** After connecting, return to the [Connection screen](/doc/docs/hr-management-integration-connection-page) to **complete mappings** and **configure integration settings**.**

Learn more about integration mappings:

- [Map Legal Entities](/doc/docs/map-legal-entities-hr-management-integration)
- [Map Locations](/doc/docs/map-locations-rh-management-integration)
- [Map Jobs](/doc/docs/map-jobs-hr-management-integration)
- [Map Employees](/doc/docs/map-employees-hr-management-integration)