Zoho People is a cloud based Human Resource Management System designed to manage and access all your employee data from a centralized location

What can you do with Zoho People and Profit.co integration?

You can Import Users, Departments, Job titles, Employee number and Sync Managers from the Zoho People account to Profit.co

Configure Zoho People in Profit.co

Note: Only Super Users can be able to configure the Profit.co <> Zoho People Integrations.

Step 1

Navigate to Settings from the left navigation panel.

settings

Click on Integrations, On the Connectors page, Select the Business Level tab and click on the Zoho People Manage button.

manage

Then, click the Sign in to Zoho People button.

sign_in_to_zoho

Step 2

A side panel will appear, Enter the connection name and then press the Connect button to connect your Zoho People account.

connect
sign_in

Sign-in to the application and click on Accept to make a connection.

accept

At any stage, If you do not want to synchronize the user details for a particular period of time you can enable the Pause Connection toggle. Users will not be synchronized until you disable the toggle.

pause_connection

You will also have the option to do the Field Mapping and Exclude Employment Type in the sync from Zoho People to Profit.co on the same page.

connectors

Field Mapping allows you to create new records for the existing employee. You have to go through your database, and manually map the information from fields in one record into the corresponding fields of another record.

update

On the Update Connection page, Click on the Exclude Employment Type option, the drop-down allows you to exclude a specific employment type from the sync.

If you want to know the summary of imported users, you can enable the Share Summary toggle.

share_summary

You can schedule data sync at your preferred time using the sync scheduler option.

sync_scheduler

Step 3

Once the connection is established, The Initial Sync will start after 30 mins to import users from your Zoho People account to Profit.co for the first sync.

By default, The user’s login access will be disabled in the user management, Once the sync is completed. We have to enable the users manually every time.

active_users

Note:

  1. The first sync will happen only after 30 mins once the sync is done and other syncs will happen every day at 9 PM local time.
  2. The Terminated users in Zoho People’s login will be disabled in Profit.co. You need to Terminate them manually.
  3. All users will be given Profit user access. You can change it later for the users you want.