Shoobx is an equity management platform used by companies and investors to automate, generate, execute, and store legal documents.
Gusto integrates with Shoobx to streamline your hiring and employee profile creation. Once you connect your Gusto and Shoobx accounts, employee data is automatically updated in each system to ensure accuracy and save time.
Customers who join Gusto from Shoobx will receive Gusto payroll free for their first 3 months.
Once your Gusto and Shoobx accounts are integrated, your Shoobx company dashboard displays a Gusto tile for easy access. Stay signed in to Shoobx and head to Step 2 below to match your employees’ Gusto and Shoobx accounts to each other.
Right after you connect your company’s Gusto and Shoobx accounts, and anytime you hire a new employee, you'll need match employee accounts so their data can sync properly. You’ll also have the option to create a new Gusto or Shoobx account for any employees who need one.
Match existing accounts
Follow these steps for people who are listed twice on the “Employees” page.
This means they already have an account in both Gusto and Shoobx, and you just need to match their accounts so their data can sync.
Follow these steps to match an employee's existing accounts to each other:
Once connected, the “Employees” screen only lists the employee once, and their “Status” column includes both the Gusto and Shoobx logos. Now you only have to enter their salary, position, or other key details in just one system. Changes you make in Gusto will automatically sync to Shoobx, and vice versa.
Create a new employee Shoobx account
Follow these steps for new hires or anyone who has only a Gusto account listed on the Shoobx “Employees” screen. This means they don’t have a Shoobx account yet.
Follow these steps to create an employee Shoobx account:
Once connected, the “Employees” screen includes both of the employee’s accounts. Shoobx will invite them to sign in to their new account and start managing their documents.
You’ll only need to manage their salary, position, or other key details in just one system. Changes you make in Gusto will automatically sync to Shoobx, and vice versa.
Create a new employee Gusto account
Follow these steps for new hires or anyone who has only a Shoobx account listed on the Shoobx “Employees” screen. This means they don’t have a Gusto account yet.
Follow these steps to create an employee Gusto account and start including them in Gusto payroll:
Now you only have to manage their salary, position, or other key details in just one system. Changes you make in Gusto will automatically sync to Shoobx, and vice versa.
The integration syncs the below employee info. Advisor and consultant data is not included in the sync.
Info that syncs both ways
For the below data fields, you can make changes in either Gusto or Shoobx, then changes will be synced to the other system.
Info that only syncs one way
Some employee data fields only sync in one direction. When you need to make updates, make sure to do so in Gusto, then it will sync to Shoobx. If you update these fields in Shoobx only, changes will not sync to Gusto.
Manually sync information to Gusto
Data automatically syncs hourly, but you can also run a manual sync anytime:
Once complete, the time of the last sync is updated.
Whenever you hire a new employee, simply set up one of their accounts in either Gusto or Shoobx. To quickly create their second account, follow the steps above (either the “Create a new employee Gusto account” or “Create a new employee Shoobx account” section).
If you’ve already created both a Gusto and Shoobx account for the new hire, you’ll need to match their accounts so their data can sync. Follow the steps in the “Match existing accounts” section above.
View the sync log
To confirm if and when any data was synced from between Gusto and Shoobx, view the Event Log in Shoobx:
If you’ve made an update to employee info that you don’t see reflected in the other system yet:
Reconnect the integration
Shoobx will email admins and display alerts on your dashboard if action is needed to restore the integration. It may be interrupted if an admin’s permissions or password have changed. Simply follow the steps in the “Step 1: Connect to Gusto from Shoobx” section of this article to reauthorize the integration.