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How to Set Up a User Sync With ADP

Understand how set up you User integration with ADP Run, WFN and WFN Next Generation

Maya D avatar
Written by Maya D
Updated this week

By syncing your ADP (Run, WFN or WFN Next Gen) account with Connecteam, the system automatically adds, updates, and archives users in Connecteam based on the data in ADP, saving you the hassle of manually doing this yourself.

What Does This Integration Do?

Once connected, Connecteam will automatically:

  • Create new users: Once a user is created in ADP, they will automatically be pulled into Connecteam and marked as Pending Approval.

  • Update existing users: If a user’s information is updated in ADP, the update will appear in the Pending Approvals tab in Connecteam for you to approve.

  • Archive users: If a user is archived or deleted in ADP, they will also be archived in Connecteam.

⚠️ This integration only works one way: from ADP (Run, WFN, WFN Next Gen) into Connecteam.

Who Can Set Up This Integration?

Only the Owner of the Connecteam account can set up this integration (Admins are not able to). In addition, your account must be on a Basic Plan or higher in any hub.

How to Set Up the Integration

Step 1: Connecting to ADP

  1. Navigate to User Integrations:

  • From your Connecteam dashboard, go to the Users page.

  • Click on the Add Users dropdown menu.

  • Select User Integrations.

2. Select ADP:

  • On the User Integrations page, you will see a list of available integrations.

  • Locate ADP and click the Connect button next to it.

3. Approve Integrations Permissions:

  • A modal will appear, explaining what the ADP integration does.

  • Click the Connect to ADP button within this modal.

4. Authenticate with ADP

  • You will be redirected to an ADP authentication page.

  • Log in to your ADP account and grant Connecteam the necessary permissions.

5. Confirm Connection Success

  • Once the authentication is complete, you will be redirected back to Connecteam.

  • A "Connection successful" message will appear. Click Continue to setup.

Step 2: Set Up the Integration

  1. Review the Integration Sync Logic

    • After a successful connection, you will be directed to the "Integration setup" page.

    • This page provides a summary of how the ADP user sync works:

      • When users are added in ADP, they are imported into Connecteam.

      • When users are updated in ADP, the changes are applied in Connecteam.

      • When users are deleted in ADP, they are archived in Connecteam.

      • New users will appear in Connecteam for approval before being added.

    • Review this information and click Next.

  2. Map User Fields

    • On the "User field mapping" stage, you will define how data from ADP maps to Connecteam.

    • Default mappings will be provided for essential fields like:

      • ADP: First Name → Connecteam: First Name

      • ADP: Last Name → Connecteam: Last Name

      • ADP: Mobile Phone → Connecteam: Mobile Phone

    • First Name, Last Name, and Mobile Phone are mandatory fields that must be mapped.

    • You can add additional fields by clicking + Add field and selecting the corresponding fields from ADP and Connecteam.

    • To remove a mapped field, click the trash icon next to it.

    • If a field is not selected in a dropdown, it will be ignored during the sync.

    • Once you are satisfied with your field mappings, click Complete.

  3. Setup Completion

    • "Setup completed" modal will appear.

    • Click Got it.

Step 3: Managing Pending Approvals

After the initial setup, user changes from ADP will appear under "Pending Approvals" in Connecteam. This section is where you review and approve these changes to maintain control over your user base.

  1. Access Pending Approvals

    • From the Users page in Connecteam, click on the Pending approvals button (next to the "Admins" button).

  2. Understand User States in Pending Approvals

    On this page, you will see a list of items requiring your attention, categorized by their source and action:

    • New User (from ADP): This indicates a user who was recently added in ADP and does not yet exist in your Connecteam account. You will see their details from ADP and the option to "Approve" them to create their profile in Connecteam.

    • Match with Existing User (from ADP): If a user is added in ADP, but Connecteam identifies an existing user in your app with matching information (same mobile number), it will suggest linking these two profiles. This prevents duplicate entries. You can choose to "Match" them, or “Create as new” if they are genuinely separate individuals.

    • Update User (from ADP): This signifies that an existing user, already linked between ADP and Connecteam, has had their personal information updated in ADP. You will see the previous and new values, and you must "Approve" the update for the changes to take effect in Connecteam. If you "Ignore" it, the Connecteam profile will not be updated.

    • Invite Link User (from Connecteam): This section shows users who have joined your Connecteam app directly via an invite link (e.g., from an email or QR code). These users are not from ADP or any other integration. Therefore, they will always appear as "New user" and cannot be matched with an ADP profile, as their origin is independent. You simply "Approve" them to add them to your active Connecteam users.

  3. Actioning Approvals

    For each item in the pending approvals list, you have the following options:

    • Approve: Accepts the new user, matches the user to an existing profile, or applies the pending update from ADP.

    • Ignore: Disregards the new user, proposed match, or specific update. The user or their information will not be added/modified in Connecteam.

    • Approve all / Ignore all: These buttons at the bottom of the page allow you to process all pending items in bulk.

Important Notes:

  • Every update to personal information for a synced user in ADP will generate an approval request in Connecteam, allowing you to review changes before they are applied.

  • Once a user is approved or matched, future updates for that user will appear as "Update user (username)" under pending approvals.

  • The integration will continuously sync data between ADP and Connecteam after the initial setup.

This user sync integration streamlines your user management, ensuring that your Connecteam and ADP user bases are always up-to-date while giving you control over data changes. If you encounter any issues, please contact Connecteam support.

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

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