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How to Integrate with PrismHR

Your step-by-step guide to integrating Connecteam with PrismHR

E
Written by Eilon Morgenstern
Updated this week

Running payroll as a PEO can be time-consuming and complex. We understand how important it is to connect each of your clients’ time clocks in Connecteam to a separate PrismHR Client ID and ensure that working hours are transferred seamlessly into the PrismHR payroll system. That’s exactly why we built this integration for you. This guide will walk you through the key steps to set it up.

This article includes:

What data is transferred from Connecteam to PrismHR

  • Hours by pay rules – such as regular, overtime, and double overtime hours

  • Hours by jobs – including optional breakdown by sub-jobs

  • Paid time off (PTO) – vacation, sick leave, and other PTO hours

Setting up the Connecteam and PrismHR integration

Step 1: Set up the Connecteam Web Service User in PrismHR

To allow Connecteam to connect to PrismHR via API, you must create a dedicated Web Service User in PrismHR with the correct permissions.

**Connecteam IPs:**
51.105.201.75
4.231.71.140
20.82.69.94
20.61.142.218
20.82.69.91
20.61.142.220
51.124.133.50
98.64.153.189
4.245.85.115
4.175.226.65
20.238.169.19
4.175.226.255
20.238.168.253
50.85.51.29
57.153.125.69
50.85.50.201
9.163.252.11
50.85.124.181
  • Set allowed methods
    If method restrictions are in use, add the following API method names exactly as shown. Leave “Allowed From” and “Allowed To” empty.

**Required API methods:**
/login/v1/createPeoSession
/clientMaster/v1/getClientList
/clientMaster/v1/getClientCodes
/employee/v1/getEmployeeList
/employee/v1/getEmployee
/payroll/v1/getBatchListByDate
/timesheet/v1/upload
/timesheet/v1/accept

Step 2: Set up the connection between Connecteam and PrismHR

To connect:

  • Go to the relevant Time Clock

  • Click Settings

  • Scroll to the bottom of the sidebar and click Integrations

  • Find PrismHR and click Connect

Enter the following credentials:

  • Web service username and password

  • Your PEO ID

  • The Client ID associated with the selected time clock’s client

If the connection is successful, click Continue to setup.

Step 3: Match Connecteam users with PrismHR employees

We will import only hourly employees from PrismHR for payroll matching.
You’ll first see the auto-matching results. You can adjust any incorrect matches manually, or exclude users by selecting Exclude from integration. Click Continue when done.

Step 4: Match Connecteam pay items with PrismHR pay codes

Match each pay rule and PTO policy in Connecteam to a corresponding pay code in PrismHR.
You may choose Exclude from integration for items you don’t want to export.

Step 5: Match Connecteam jobs with PrismHR items

If you'd like to export working hours by PrismHR departments, jobs, or locations, you'll need to match each Connecteam job or sub-item with the appropriate PrismHR item.

You can choose one of the following export options:

  • Don't include jobs: Exports only the pay rules, without any job-related information.

  • Export hours by job: Provides a breakdown of the pay rules for each job.

  • Export hours by job and sub-item: Provides a breakdown of the pay rules for each sub-item, as well as for jobs without sub-items.

If you choose to include jobs, set the matching PrismHR items for each job (or sub-item). If you don't want a job to be included in the integration, you can select Exclude from integration. When you are finished, click on Complete setup.​

If the setup was completed successfully you'll see the confirmation below:

After closing the setup confirmation modal, make sure to click on Save changes in the Integrations setting page to save all the changes.

Step 6: Set up the Pay Import Definition in PrismHR

Before exporting from Connecteam, set up a Pay Import Definition in PrismHR that matches the export format:

  • Definition ID: connecteam (lowercase, single ‘t’)

  • Description: [Optional]

  • File Format: Delimited

  • Delimiter: Comma

  • When Posting Imported Data:

    • Clear existing pay from time sheets for: All employees

    • Update existing pay on time sheets: Overwrite existing amounts

Import field definitions (in this order):

  • Employee ID

  • Employee name

  • Date worked

  • Department code

  • Location code

  • Job code

  • Pay code

  • Hours

Here’s an example of how the Pay Import Definition should be configured:​

Here’s an example of the exported CSV file structure:

Exporting timesheets to PrismHR

To export hours to PrismHR:

  • Go to the Timesheets tab under your selected time clock

  • Choose the desired date range and the users whose timesheets you want to export

  • Click Export > Export to PrismHR

  • Click Export

If the export is successful, a confirmation message will appear. If not, you'll see an error message with details on what went wrong.

Your next steps in PrismHR

After exporting, go to Payroll > Actions in PrismHR and verify that time sheet entries appear correctly for each employee.

How to update the integration when you add new items

If you add new users, jobs, sub-items, or PTO policies in Connecteam, they must be matched before the next export.

To do this:

  • Open the relevant time clock

  • Click Export > Export to PrismHR

  • Click the settings icon

  • Match new items and click Complete setup

How to disconnect the PrismHR integration

To disconnect:

  • Go to the relevant Time Clock

  • Click Settings > Integrations

  • Click Disconnect next to PrismHR

Frequently asked questions

Can I connect multiple PrismHR clients to one time clock?

No. Each time clock can be connected to only one PrismHR Client ID.

What happens if I export the same payroll period twice?

The exported hours will overwrite existing entries in PrismHR.

I get an "Unmatched items" error when exporting. What should I do?

This means something has changed in your Connecteam setup — for example, new users, jobs, or PTO policies.
Click Resolve now, complete the matching process, and click Continue.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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