Integrate with IncentFit

1. Sign in to your IncentFit admin account.
2. Go to Organization Settings tab in the left menu.
3. Choose Integrations.
4. Select Gusto.
5. Click Connect Gusto.
6. Click Ok.
7. Enter your Gusto admin credentials and click Sign in.
8. Click Authorize.

You’ll be redirected to IncentFit, where the Gusto section lists the last sync run. Head to the Manage Users tab to view employees synced from Gusto and their eligibility statuses. Automatic syncs take place daily at 2am CST.

If you receive a sync error message, such as “Cannot process users without a User Group,” you can find next steps in the “Error messages and resolutions” accordion below. 

If you want employee info to update in IncentFit sooner than the daily sync, you can run a manual sync anytime with the steps below. 

1. Sign in to your IncentFit admin account.
2. Go to Organization Settings tab in the left menu.
3. Choose Integrations.
4. Select Gusto.
5. Click Manually Sync with Gusto. 
6. Click Ok. 

The Gusto section updates with the date of the last sync run. On the Manage Users page, click Refresh to update with the new data. 

“Unable to find valid Customer Eligibility Preferences”

Contact IncentFit support to create or update your eligibility preferences. 

“Cannot process users without a User Group”

You may receive this error if your company has multiple user groups in IncentFit.

To resolve: In IncentFit, first make sure each employee is assigned to a user group. Next, follow the steps below to set up custom fields in Gusto, where you’ll record each employee’s IncentFit user group. Custom fields are available to Gusto customers on the Plus and Premium plans. The integration will read the custom field and enable proper data syncing. 

1. Sign in to your Gusto admin account.
2. Go to the Settings section.
3. Choose the Preferences tab.
4. Under “Custom fields,” click Add custom field. 
5. Name the field “User Group.” 
6. Under “Helper text,” type this: IncentFit user group.
7. Under “What type of field should this be,” choose Radio.
8. For “What values should the user be able to select from,” type each of your company’s IncentFit user groups separated by commas. Make sure to enter these exactly as they’re listed in IncentFit.
9. Under “Who should fill out this field,” choose Admin. 
10. Click Add field.
11. Next, fill out the new field on your employees’ profiles: go to the People section and choose Team members.
12. Click the name of an employee. 
13. Go to their Personal tab.
14. Under “Custom Fields,” click edit next to “User Group.”
15. Select their group and click Update. 
16. Repeat until each employee’s profile lists their IncentFit user group.

Once you’ve recorded each employee’s user group in Gusto, return to IncentFit and run a manual sync. 

Follow these steps if you no longer want data to sync between your company's Gusto and IncentFit accounts.

1. Sign in to your IncentFit admin account.
2. Go to Organization Settings tab in the left menu.
3. Choose Integrations.
4. Select Gusto.
5. Click Turn off Gusto Integration. 
6. Click Ok. 

Contact IncentFit directly at [email protected] or 1-844-2INCENT (1-844-246-2368), extension 2.