Before you begin
Ensure you have admin access to both Zoho People and Empuls accounts. You’ll need your Zoho People API key. With this integration, you can:- To connect Empuls with Zoho People, follow a hassle-free process. To initiate the process, you must be an admin on both systems.
- Automatically sync data to Empuls when you add new hires, delete exited employees, and update employee data in Zoho People.
- Import employee birthday and work anniversary data from Zoho People to celebrate these special days with automated greetings and gifts.
Set up integration
Go to the page
Go to the page: https://accounts.zoho.com/developerconsole.
Click Add Client ID in the top right
Click “Add Client ID” in the top right corner. If you don’t have any clients configured, skip to the next step.
Among the different options, select Server-Based Applications
Among the different options, select “Server-Based Applications.
Use the following details to create a connection
Use the following details to create a connection for a new server-based application
- Client Name: XoxodayEmpuls
- Homepage URL:
https://yourcompany.xoxoday.com - Authorised Redirect URIs: https://yourcompany.xoxoday.com/chef/integration/oauth/callback/zohopeople
Click Create and Continue on this page
Click “Create” and “Continue” on this page for the next step.
Copy Client ID and Client Secret details
Copy “Client ID” and “Client Secret” details on the Client Secret tab. Click on Continue.
Select your ZOHO Data Center where your Zoho
Select your ZOHO Data Center where your Zoho People Account is hosted. Click on CONTINUE.
Copy-paste the Client ID andSecret ID
Copy-paste the Client ID andSecret ID in the respective boxes. Click on ESTABLISH CONNECTION.
Give authorization from your Zoho Account
Give authorization from your Zoho Account. Click on PROCEED.
Select and map data fields
Select and map data fields. Click on NEXT.
- First name
- Last name
- Official email
- Employee code/ID
- Grade
- Department
- Designation
- Date of birth
- Date of Joining
- Mobile number
- Business Unit
- Cost center
- Location
- Contact/Mobile number
Define filtering criteria to avoid account creation
Define filtering criteria to avoid account creation for external consultants. Click on NEXT.
Download data to validate
Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
In this step, you can choose between two
In this step, you can choose between two data sync options:
- Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.
- Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.
Edit the configuration
Go to Admin Dashboard by clicking on Reports
Go to Admin Dashboard by clicking on “Reports and Admin”.
Navigate to the Active Integrations section and click
Navigate to the Active Integrations section and click on the Zoho People app.
Click on the three dots beside
Click on the three dots beside the REMOVE Zoho People text box.Then click on Edit Configuration.
How to turn off this integration?
Go to Admin Dashboard by clicking on Reports
Go to Admin Dashboard by clicking on “Reports and Admin”.
Navigate to the Active Integrations section and click
Navigate to the Active Integrations section and click on the Zoho People app.
You can turn off the integration
You can turn off the integration by simply clicking on REMOVE Zoho People.
It will ask whether you want
It will ask whether you want to remove Zoho People? Click on REMOVE.
Next Steps
Test the integration with a small batch of employees first. Monitor birthday/anniversary imports to ensure dates are correctly formatted.Feedback, questions or need support? Email cs@xoxoday.com.