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Overview: The integration with iSolved is done through an export/import process. When it's time to process payroll, you will export the iSolved-specific file and upload it into their system.
Instructions:
Enable the iSolved Integration
1. To enable the iSolved integration, start by going to Settings --> Integrations:
2. Click the iSolved Settings button:
3. Check the box next to Enable Integration with iSolved. Enter your iSolved Client ID (which can be found at the top of your iSolved account), iSolved Codes and click Save once done:
Note: The additional mapping categories outside of regular, overtime and double time are controlled by your Time Off Types, which can be found by going to Settings --> Time Off in Buddy Punch.
Enter Employee IDs
Any worker you want to show up on the iSolved export needs to have an Employee ID in Buddy Punch and this needs to match what's found in iSolved. You can find Employee IDs in iSolved under the Employee Management area.
More details on where to find/enter the Employee ID in Buddy Punch can be found here: https://docs.buddypunch.com/en/articles/9430602-how-to-find-enter-an-employee-id
Export the iSolved File
1. To export the iSolved file, go to Reports --> Payroll Export:
2. Choose your pay period and any filters, and click Run Report. You'll then want to click the Export dropdown followed by iSolved Format:
Important: When exporting the iSolved file do not open and resave the file using Excel. Excel will change the format of numbers. For example, a "001" would become a "1". You will want to use notepad to edit if needed.
Import Time Into iSolved
To import time into iSolved go to Payroll Processing --> Payroll Entry --> Time Card Import:
2. Select Import Type Timecard, and fill in the other details. For Attach File, click the 3 dots to find and add the report you downloaded from Buddy Punch:
3. Click Next to review any warnings or file format errors. If everything looks good, click Next again to import the hours.
4. You can review the hours for accuracy from the Time Entry Grid page:
You can then proceed with your normal payroll process. Please contact iSolved if you need further assistance with this step.
Export Example
Following is an example of how the iSolved report will look when you export it from the Payroll Export Report page:
