Round2CRM is a CRM tool for credit card-processing businesses to manage opportunities, leads, and merchants. Round2CRM’s comprehensive payroll solution can calculate commissions, bonuses, residuals, mileage reimbursements, and more.
With the Gusto and Round2CRM integration, you can sync your teams’ hours, overtime, commissions, bonuses, reimbursements and more to Gusto so you can run payroll more efficiently.
Customers who join Gusto from Round2CRM will receive Gusto payroll free for their first 3 months.
Follow these steps in Round2CRM to connect your company’s Gusto and Round2CRM accounts. Once your company’s accounts are connected, you’ll match your employees’ accounts so their payroll data can sync. If there are any employees whose data you don't want to sync to Gusto, you'll have the option to exclude anyone from syncing in Step 3.
Your Gusto and Round2CRM accounts are now connected, but stay signed in to Round2CRM and follow the below steps to finish setting up the integration.
Follow these steps in Round2CRM to select the Gusto account that corresponds to your Round2CRM account(s).
Once your company accounts are matched, stay signed in to Round2CRM and follow the below steps to match your employees’ accounts.
To finish setting up the Gusto and Round2CRM integration, follow these steps in Round2CRM to indicate which of your employees should be synced with which Gusto profiles. This allows for proper payroll syncing later.
There are 3 options for each employee’s data syncing status: you can link existing accounts to each other, add new employees to Gusto from Round2CRM, or ignore/unlink employee accounts (this prevents the employee’s data from being synced to Gusto).
If you didn’t choose to add any employees to Gusto for the first time, the integration setup is complete. Payroll and data automatically syncs from Round2CRM to Gusto daily at 5am ET. Payroll data is sent to the Payroll tab in Gusto (to view synced data, go to the Run payroll tab in Gusto and choose the pay period).
If you chose to add any employees to Gusto for the first time, follow these steps to finish setting up and connecting their accounts.
Each time you hire a new employee, follow these steps to connect their Gusto and Round2CRM accounts. You have two options to connect their accounts: you can create both accounts from Round2CRM, or, create an account in both Gusto and Round2CRM and then link them.
First, add the employee as a new hire in Gusto and create their Round2CRM account. If their name and email matches in both systems, the integration will likely auto-link their accounts at 5am ET the next day. Follow these steps to check or update their link status:
If their accounts are linked successfully, a green checkmark appears next to their name. The next time you send data from Round2CRM to Gusto, the employee’s data will be included for payroll.
If there’s still a red X next to an employee's name, hover over it for next steps.
Payroll data automatically syncs from Gusto to Round2CRM daily at 5am ET. If you need to send data sooner, follow these steps to run a manual sync.
The data from Round2CRM is sent to the Payroll tab in Gusto (to view synced data, go to the Run payroll tab in Gusto and choose the pay period).
If Round2CRM gives you an error message about an invalid email address, make sure your company email, address, and phone in Round2CRM are correct.
If you see either of these error messages in Round2CRM:
Try disconnecting and reconnecting the integration: