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    Connecting and syncing with integrated systems
    • 06 Jun 2024
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    Connecting and syncing with integrated systems

    • Updated on 06 Jun 2024
    • 1 Minute to read
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    Article summary

    Many cloud-based systems can be integrated with R365 so that data flows seamlessly between both systems. For example, R365 can pull data from some HRIS to update employee records in R365. R365 can also push data to some POS to inform the POS of changes to locations, jobs, employee records, and so on.

    After completing the initial setup with the integration coach, users can manage the connection by accessing the Integrations option in Smart Ops. This article describes the processes for managing the connection and manually syncing with the integrated system.

    Only certain cloud-based systems are available at this time. If a system is not available, please contact R365 Support for assistance.

    Setting up an integration

    To begin setting up an integration, access the Smart Ops module in R365.

    Select your username in the upper-right corner of the screen.

    From the resulting drop-down menu, select Integrations.The Integrations window appears.

    Search for the system to integrate with R365.

    Select Connect for the system to integrate with R365.

    In the Connection Admin drop-down menu, begin typing your username and select your username from the updated list.

    Select the Connect to ... button.

    The label on the button varies depending on the system you selected. The image shown here is an example.

    Next steps vary depending on the selected system. Continue to follow the prompts until the system is successfully connected to R365.

    Manually syncing with a integrated system

    R365 automatically syncs with integrated systems at regular intervals. However, when updated information is needed immediately, users can trigger a sync manually.

    Access the Smart Ops module in R365.

    Select your username in the upper-right corner of the screen.

    From the resulting drop-down menu, select Integrations.The Integrations window appears.

    Search for the system to sync.

    Select Sync.The integration syncs, and a confirmation message appears to inform the user of the updates.

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