Integrating Rippling with Compt (Company Administrators)
Compt and Rippling have partnered to provide an API that seamlessly synchronizes specific information from Rippling to Compt. Using this integration means you no longer need to manage your employee information in the Compt platform manually. This integration is perfect for customers looking to automate the day-to-day management of their team list when using Compt. This integration is one-directional and cannot be used to transmit data from Compt to Rippling.
Setting up the Rippling + Compt API Integration
In order to set up the Rippling integration you will first need to install the Rippling Compt App that is located in this link.
- Go to the Stipend admin then Company settings Tab in Compt
Under the Rippling Settings section click the blue Set Up Rippling Integration button.
Click Start Setup.
- This will then bring you to Rippling to connect Compt with Rippling.
Click Connect Existing Account.
- Rippling will then show what information (read only access) that Compt is requesting access to, scroll to the bottom and click Authorize.
- Rippling will then ask which employees should automatically be set up in Compt, select the appropriate options, and click Continue.
- Rippling will ask when employees should get access to Compt, select the appropriate option, and click Continue.
- At that point you will then be redirected to Compt to complete the installation, click the Confirm button.
This will complete your integration setup in both Rippling and Compt.
Updating the Integration Settings
- Access the Company Settings Tab in Compt.
Click Edit API Field Mapping under the Rippling Settings section.
Select the fields you would like to map over to your Compt Team List.
(If you do not see a Compt field that you would like added or if you need a custom field added, please reach out to support@compt.io to have the field created)
- Once the fields are mapped you can trigger the sync manually or wait for the sync to happen automatically (within the hour). You can view the integration status on the Company Settings Tab under the Rippling Settings section.
Once the integration setup is completed, you can expect the sync to trigger and the information to be updated hourly if there are any changes to current employee information, or if new employees are added or terminated.
Integration Considerations
Please remember to consider the impact of the below company settings in relation to the Rippling integration:
Company Settings > New Hire Invitation Settings
Keep in mind that when the integration is enabled, employees will automatically sync to Compt. Make sure your new hire invitation settings are set to the appropriate setting since new hires will automatically be added to Compt.
Company Settings > Group Change Settings
You will see 3 options for group change settings. Please keep in mind that employees sync hourly. If your stipends are set to provide funds to specific groups, and a person's group value changes, their stipend funding will be updated based on the option selected below.
Company Settings > Rippling Settings
Manually Triggering the Sync and Updating Mapped Field Options
The sync will automatically update hourly. If you would like to manually trigger the sync, you can go to Stipend admin>Company settings>Rippling Settings>Edit Integration and click "Try Triggering the Employee Sync Now" button. If you need to make any real-time updates to the field mapping options, you can click "Edit API Field Mapping" to make any adjustments to the fields that are syncing from Rippling to Compt.
Don't hesitate to reach out to support@compt.io if you have any questions or if you'd like us to walk you through integrating Rippling with your Compt account!