Accelo provides business operations software for professional services businesses and allows companies to run their entire service in the cloud.
Gusto integrates with Accelo to help streamline the administrative process by importing employee profiles from Gusto to Accelo and by surfacing PTO requests in Accelo’s calendar.
Customers who join Gusto from Accelo will receive Gusto free for their first 3 months.
Hover over your user profile icon in the top-right hand corner.
Click Integrations.
Click Gusto under “People Integrations”.
Click Connect your Gusto account.
Sign in with your Gusto credentials.
Click Authorize.
Employees must be mapped to Accelo before PTO request information will sync.
To map an employee from Gusto to Accelo:
Hover over your user profile icon in the top-right hand corner.
Click Integrations.
Click Gusto under “People Integrations”.
Click the blue Map Users button on the right-hand side of the screen.
All active Gusto Users will be automatically selected to map.
If you don’t want to map a user, unselect the checkbox. You won’t be able to sync any PTO information while a user is not mapped.
Match Gusto names to the corresponding Accelo user.
If they don’t have an Accelo account yet, click Create new user to instantly create one.
Click Map Selected Users.
You can now sync an employee’s PTO information from Gusto to your Accelo calendar.
Accelo recommends incorporating Mapping Users during the new staff onboarding process.
The PTO Accelo integration is available to customers on the Plus or Premium plan. You can upgrade your plan at any time.
Accelo will sync PTO and sick time requests for the next 90 days and past seven days. To add requests outside of that range, you can manually sync requests - scroll below for more information.
Hover over your user profile icon in the top-right hand corner.
Click Integrations.
Click Gusto under “People Integrations”.
Under “Event Types,” select whether you’d like to:
Sync all submitted and Approved PTO
This is Accelo's recommended setting - it presents a more accurate picture of your team's expected future availability and can be helpful when determining whether to grant a time off request.
Time off requests will be synced with Accelo as soon as they're created in Gusto.
Sync only Approved PTO
This setting is useful when trying to keep your Accelo calendar clear - usually used when you have a large volume of time-off requests being made frequently.
Only time off requests that have been approved will be synced with Accelo.
The sync will begin automatically once the settings have been chosen - and continue to sync every 15 minutes to provide the most up to date PTO status in Accelo.
You can now view PTO requests in Accelo on your company-wide holiday calendar and individual's vacation calendars. Hover over the event to see to see:
PTO Status
Pending or approved
Approver name
Vacation dates
Use the manual sync to enter historical PTO requests or those further than 90 days out.
Hover over your user profile icon in the top-right hand corner.
Click Integrations.
Click Gusto under “People Integrations”.
Select the date range for import.
Click Start Manual Import.
You can now view the PTO requests in Accelo on your company-wide holiday calendar or individual's vacation calendars.
Go to the App directory section.
Click the Accelo tile.
Click Revoke access next to the Accelo integration.
Confirm you'd like to revoke Accelo's Access.
Check out Accelo’s Gusto-integration guide here.
For additional assistance and troubleshooting, contact Accelo directly.