This article is for admins who use Round2CRM and want to connect it with Gusto.
Round2CRM is a customer relationship management (CRM) tool for credit card-processing businesses to manage opportunities, leads, and merchants. Round2CRM’s 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 to run payroll more efficiently.
Note: 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 connected, you’ll match your employees’ accounts so their payroll data syncs. To exclude any employees from syncing, you’ll have that option in Step 3.
To connect your accounts:
In the left menu, click Settings.
Go to the Integration tab.
In the Gusto tile, click Learn More.
If your company already uses Gusto, click Connect Gusto.
If you’re new to Gusto, click Try free for 90 days to create your account and get your first 3 months free. Once you set up your Gusto account, return to these steps to continue connecting your Round2CRM account.
Enter your Gusto admin credentials and click Sign in.
Select the business(es) you authorize Round2CRM to access.
Click Authorize.
You’ll be redirected to Round2CRM, where the Gusto tile now shows as Connected.
Your Gusto and Round2CRM accounts are now connected. Stay signed in to Round2CRM and follow Steps 2 and 3 to finish setting up the integration.
Follow these steps in Round2CRM to select the Gusto account that corresponds to your Round2CRM account(s).
In Round2CRM, go to the Sales tab.
Click ISO.
The ISO page lists each company you have a Round2CRM account for. For each company that you want to connect to Gusto:
Click the name of the company.
Under Gusto Account, choose the company’s corresponding Gusto account.
Click Save.
If you have more than one company, repeat these steps until you’ve selected the correct Gusto company for each one.
After you match your company accounts, stay signed in to Round2CRM and follow Step 3 to match your employees’ accounts.
Follow these steps in Round2CRM to indicate which employees to sync with which Gusto profiles.
You have three options for each employee’s data-syncing status: link existing accounts, add new employees to Gusto from Round2CRM, or ignore or unlink accounts (this prevents Round2CRM from syncing that employee’s data to Gusto).
To link accounts:
In Round2CRM, go to the Management tab.
Click Payroll.
Next to Payroll at the top, choose the company you want to link employees for.
Click the Employees tab.
Here’s what each status in the Ready for Payroll column means:
Green checkmark: This employee’s Round2CRM account connects to their Gusto profile. Round2CRM syncs its hours and commission data to Gusto payroll daily at 5am ET.
Red x: This employee does not have a linked Gusto profile.
Gray circle with a line through it: This status appears when you choose to have the integration ignore the employee. Round2CRM will not send its payroll data to Gusto.
If the Ready for Payroll column already shows the statuses you want, the integration setup is complete. To change anyone’s sync status, click Link Employees in the top-right corner, then follow the steps below.
To match an employee to an existing Gusto account: Click the Link icon next to their name ( the middle of the three icons). Choose their Gusto profile and click Link.
To add an employee to Gusto for the first time: Click the Add person icon (the first of the three icons next to their name).
To unlink an employee and prevent their Round2CRM data from syncing to Gusto: Click the Ignore icon (the third of the three icons, a circle with a line through it).
After you make your changes for each employee, scroll to the bottom of the list and click Update employees.
Click the back arrow.
Click Sync Gusto Employees to finalize your updates.
Review each person’s status in the Ready for Payroll column.
If any employee still requires action, they’ll have a red X next to their name. Hover over the X for next steps.
If you did not add any employees to Gusto, the integration setup is complete. Payroll data syncs from Round2CRM to Gusto daily at 5am ET. Payroll data syncs to the Payroll section in Gusto. To view synced data, go to the Run payroll tab and choose the pay period.
If you added new employees to Gusto for the first time, follow these steps to complete their account setup.
To finish onboarding new employees:
Go to People.
Click the Onboarding tab.
New employees you’ve added from Round2CRM appear here. Click their name to finish onboarding and add them to payroll.
After you set up the employee’s Gusto account, Round2CRM automatically updates their link status at 5am ET the next day.
Each time you hire a new employee, follow these steps to connect their Gusto and Round2CRM accounts. You have two options: create both accounts from Round2CRM, or create accounts in both systems and then link them.
To create and link a new hire’s account from Round2CRM:
In Round2CRM, add the new hire to your company’s account.
Go to the Management tab.
Click Payroll.
Next to Payroll at the top, choose the new hire’s company.
Click the Employees tab.
Click Link Employees.
Next to the employee’s name, click the Add person icon (the first of the three icons).
Scroll to the bottom of the employee list and click Update employees.
Click the back arrow.
Click Sync Gusto Employees.
Go to People.
Click the Onboarding tab.
The employee’s new profile appears here. Click their name to finish onboarding and add them to payroll.
After you set up the employee’s Gusto account, Round2CRM automatically updates their link status at 5am ET the next day.
First, add the employee as a new hire in Gusto and create their Round2CRM account. If their name and email match in both systems, the integration will likely auto-link their accounts at 5am ET the next day.
To check or update their link status:
Go to the Management tab.
Click Payroll.
Next to Payroll at the top, choose the new hire’s company.
Click the Employees tab.
Click Link Employees.
Next to the employee’s name, click the Link icon (the middle of the three icons).
Choose their Gusto profile.
Click Link.
Scroll to the bottom of the employee list and click Update employees.
Click the back arrow.
Click Sync Gusto Employees to finalize your updates.
If their accounts link 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 a red X still appears 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.
To manually send payroll data:
In the left menu, go to Management.
Click Payroll.
Go to the Submit Payroll tab.
Review the hours, commission, and other data that Round2CRM will send to Gusto for each employee.
Click Send payroll to Gusto.
Click Send to Gusto.
Round2CRM sends the data to the Payroll section in Gusto. To view synced data, go to the Run payroll tab and choose the pay period.
If you run into errors when connecting or syncing Round2CRM and Gusto, follow these steps to identify and fix the issue.
If Round2CRM gives you an error message about an invalid email address, make sure your company email, address, and phone number in Round2CRM are correct.
If either of these error messages appears in Round2CRM:
“Could not retrieve Gusto Employees. You might try creating a new session in the Setting/Integration Link.”
“Round2 was not able to sync with Gusto. You may need to refresh your connection in settings.”
Try disconnecting and reconnecting the integration. To reconnect:
In Round2CRM, go to the Settings tab.
Click Integration.
In the Gusto tile, click Disconnect.
Click Learn More.
Click Connect to Gusto.
Enter your Gusto admin credentials and click Sign in.
Select the business(es) you authorize Round2CRM to access.
Click Authorize.
You’ll be redirected to Round2CRM, where the Gusto tile now shows as Connected.
You may need to re-link your company account and employee profiles.
To check and re-link your accounts, follow the steps in the Set up the Gusto and Round2CRM integration section of the article. Specifically, check out Step 2: Match your Round2CRM company to its corresponding Gusto account and Step 3: Link your employees’ Round2CRM and Gusto accounts.
Contact Round2CRM directly at [email protected] or 800-283-9037.