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Integrate with Sapling

Sapling helps teams manage the complexity of distributed organizations by making processes both automated and visible. This powerful tool can help drive repeatable and consistent workflows for teams in any location.

Gusto integrates with Sapling to streamline the onboarding process by syncing new Sapling users right to Gusto.

Customers who join Gusto from Sapling will receive Gusto payroll free for their first 3 months.

Connect to Gusto from Sapling

  1. Sign in to Sapling.
  2. Go to the Integrations page from the left-menu.
  3. Scroll to “Payroll Integrations” and locate Gusto.
  4. Toggle the Gusto integration to the right to get started.
  5. If you’re already a Gusto user, click Connect to Gusto. If you’re new to Gusto, click the Start one here link.
    • If you’re starting a new Gusto account: you’ll be redirected to Gusto to select the email address you’ll use to sign in to Gusto. Once done, check that email for next steps to complete onboarding in Gusto. Then, return to Sapling and proceed with connecting.
  6. If you’re not already signed in to Gusto, enter your sign-in credentials and click Sign In.
    • If you’re already signed in, move to the next step.
  7. Select which company(ies) to authorize, and click Authorize.
    • You’ll be taken back to Sapling where you’ll see a success confirmation for the connection.
  8. From the dropdown, select the specific company you’d like to connect.
  9. Determine what types of filters you’d like to apply to prevent certain data from syncing (optional)–you can choose to filter by the following:
    • Location
    • Department 
    • Status
  10. Click Next.
  11. Review the integration details and click Activate.

The people-sync from Sapling to Gusto

Once a user has completed the pre-boarding process in Sapling, they’ll be added to Gusto as an employee with the following information already passed:

  • First and last name
  • Email
  • SSN
  • Date of birth
  • Department
  • Start date
  • Home address
  • Job title
  • Employee type
  • Pay

You’ll need to complete the remainder of the employee’s onboarding in Gusto or and/or send them an email to self-onboard what information they can (sent from Gusto).

Troubleshoot syncing issues

  • Connected the wrong company
    • Return to the Gusto integration modal and select the correct company.
  • Not all employees are being added to Gusto when onboarded
    • Return to the Gusto integration modal and make sure the filters you’ve set (the locations, departments, and statuses that will sync) aren’t prohibiting certain employees from being added to Gusto.
  • Employees in Sapling don’t match the employees in Gusto
    • Make sure the company email for the user matches in both systems.

Disconnect the integration

  1. Sign in to Sapling.
  2. Go to the Integrations page from the left-menu.
  3. Scroll to “Payroll Integrations” and locate Gusto.
  4. Toggle the Gusto integration to the left to disconnect.
  5. Confirm the disconnection by clicking Yes.

Still need help? 

Contact Sapling directly at help@trysapling.com.

Payroll, benefits, HR and more.