Import Payroll Data

In Finmark, you can connect to a variety of commonly used payroll providers such as Gusto, Rippling, Justworks, and ADP. Finmark imports this data to populate the hiring plan and keep it up to date automatically. Saving you time from manually adding your employees, updating new hires, and the associated payroll costs.

It doesn't stop there. We built an engine that eliminates the need of mapping all of the computations like in excel. You can then create simple or dynamic hiring plans in just a few minutes in Finmark. Combining the power of actuals and forecast in one platform.

Connecting to your payroll

If you are running payroll with one of the supported payroll integrations, you can connect with Finmark to import in your current and future employees during registration or in the settings section of Finmark.

  1. Registration

2. Connect in settings

What to expect on the initial import?

Once you authorize the integration, we will update you in the app with our status banners. (See Below)

  1. Data still importing (Can take up to 10-15 minutes to complete the initial import and mapping)

2. Import completed

What Next?

Navigate to the employee section, to review the imported records to add new employees into Finmark or choose to match them to existing employees.

Matching Employees

  1. When matching, simply select the record you want to match and then finish.

Re-sync Payroll

Finmark syncs with your payroll provider daily automatically. If you've made employee changes with your payroll provider and would like them to be reflected on Finmark right away, you can manually re-sync your data. To do so, click on Sync Payroll in the settings to prompt the new sync manually.

  1. If there are new employees added during a re-sync, we will prompt you to add them to your model or match them to an existing employee.

When a change is made to your payroll, it will also be reflected in Finmark. Your payroll changes will be updated across the entire model.

Click here for Step 4.

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