Integrate with allGeo

 

allGeo offers industry-specific solutions to automate field service operations by Integrating field events and data with back office software and processes in real-time.

allGeo’s turnkey apps can be rapidly deployed across a wide range of industries such as healthcare, facilities management, field sales, transportation and construction.

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

Connect to Gusto from allGeo 

  1. Sign in to allGeo.

  2. Click Company at the bottom of the left menu.

  3. Under "Company", click Connectors.

  4. Under “Other Connectors”, click on the Gusto Sign in option. 

    • This will open a new window for signing in to Gusto.

    • If you don’t have a Gusto account yet, click Signup and complete the prompts to get started.

  5. Enter your Gusto credentials and click Sign In.

  6. Click Authorize.

    • You’ll be taken back to allGeo, where Gusto should now be listed under “Active Connections”.

Manually sync data

Import employees, locations, jobs, and compensation to allGeo

If you’ve made changes to your employee/jobs/payroll information and plan to run payroll in Gusto before the end of the business day, you'll want to manually sync all updated information before processing payroll: 

  1. Sign in to allGeo.

  2. Click Company at the bottom of the left menu.

  3. Under "Company", click Connectors.

  4. Click Connected under the Gusto icon.

    • This will take you to an import/export page.

  5. Under “Import”, choose the information entity you’d like to sync. Options include:

    • Employees

    • Locations

      • Work address

    • Job (this is the same as a Work Order in allGeo)

      • Select the type:

        • Device (unique phone number/employee ID)

          • If Device is selected, a drop down will appear to select the device. Select one. 

        • Group (team or department)

          • If Group is selected, a drop down will appear to select the Group. Select one.

    • Compensation

Export time clock reports to Gusto

Review time clock reports before exporting, and always remind your employees to clock out at the end of their shift.

  1. Sign in to allGeo.

  2. Review the hours for the applicable pay period in allGeo for accuracy.

    • In the Reports section of allGeo, when running a report for an applicable timeframe, navigate to the “Reports Category” section.

    • Click the Time-Clocking tab.

    • From the “Group By” dropdown, select Service Hours with Daily Overtime.

    • Click Run and review hours.

  3. After confirming hours, click Company at the bottom of the left navigation pane.

  4. Under "Company", click Connectors.

  5. Click Connected under the Gusto icon.

    • This will take you to an Import/Export page.

  6. Under “Export”, select a Pay Period from the dropdown.

  7. In the window with the Import/Export page pulled up, click Submit.

  8. Click OK on the confirmation page.

  9. To view the imported hours In Gusto, go to the Run Payroll section.

  10. Select the applicable pay period.

  11. Click Run Payroll.

    • Imported hours will be visible on the Hours and earnings step of running payroll.

  12. Click an employee’s total hours (TH) to see a breakdown of regular, overtime, and double overtime hours worked.

Automatically sync data to Gusto - create a syncing schedule

In order to automatically sync data, you first need to create a schedule for when the automatic sync will occur (date, time, and frequency).

  1. Sign in to allGeo.

  2. Click Scheduler from the left menu.

  3. Click on + New option on Schedule Template page.

  4. Enter the schedule ID.

    • The Schedule ID is an internal-only field that you can use to reference this particular schedule. 

  5. Choose Connector as the Type.

    • Choosing “Connector” reflects that you're creating a schedule between allGeo and a 3rd party integration (“connector”)–in this case, Gusto.

      • 3rd party integrations automatically sync at 9 PM Monday to Friday.

  6. Select Gusto as the “Connector Name” for the schedule template.

  7. In the “Timings” section, select which day(s) you’d like information to sync.

  8. Next, confirm the Timezone.

  9. Select which information entities you’d like to sync on this schedule.

  10. Choose the start time for the sync.

  11. Enter the duration for the sync.

    • The sync will happen in full, regardless of the duration, but allGeo recommends selecting 1 minute for this section.

  12. Click the + to add additional information entities.

  13. Click Save.

  14. Click OK on the confirmation page.

To review schedules, navigate to the Scheduler section of the account and click Active schedules.

Troubleshoot syncing issues

To reconcile the data, you can use the Error Details report available Under Reports> Accounts.

Still need help? 

Contact allGeo at [email protected] or by phone at (415) 496-9436.