HR to ERP
Remote to Exact Online integration: own employees of the Dutch entity on the worklist in Exact
With an integration between Remote and Exact Online, KoppelHet compares the own employees of your Dutch entity in Remote every day with the employees in the matching Exact division. New employees, leavers and a different department or manager go on a worklist for the administrator, because Exact Online only lets an integration read employees; EOR employees and contractors are left out.
What the integration does
Organisations with their own Dutch entity that run HR and payroll in Remote and the books in Exact Online maintain the employee list in Exact by hand. Remote also shows EOR employees and contractors, so finance does not always see who belongs in Exact.
- Once we read all employments of the own Dutch entity in Remote and compare them with Exact.
- After that Remote reports changes through webhooks; KoppelHet fetches only that one employment in full.
- New employees, leavers and differences in department or manager go on the worklist.
- After the change in Exact the line disappears at the next comparison.
What to watch for with Remote and Exact Online
- Remote distinguishes employments by model, such as employer of record, PEO and global payroll, and by type, such as own employee or contractor. Only own employees of the Dutch entity belong in Exact. An EOR employee is on Remote's payroll and reaches finance as an invoice from Remote.
- Remote asks integrations to read the list of employments once and then rely on webhooks, instead of requesting every employee over and over. The list only contains the basics; KoppelHet fetches the full record only for an employment a webhook arrives about.
- According to Remote, the end date of an offboarding can still change, even after the offboarding has been finalised. KoppelHet therefore keeps comparing the end date until after the last working day, and puts a new date on the worklist so the EndDate in Exact is right.
- Remote has a separate webhook for a cancelled termination. If the leaver is already on the worklist, KoppelHet removes that line, so the administrator in Exact does not set an end date for someone who stays.
- Remote gives an employment ID for the manager. Exact wants a user in the same division who is not a subordinate of the employee as manager. A manager at a foreign entity or without an Exact account goes on the worklist as a note.
- Employees in Exact Online can only be read through the API, and then only in packages with payroll, Time & Billing or Professional Services from Plus up. At the start we check the package; without employees in Exact there is nothing to compare and the integration makes no sense.
How we build and run it
- The integration runs on the KoppelHet platform, hosted in a data centre in the EU.
- Every sync and every error is visible in the functional log; on an error your administrator is notified.
- A change that cannot go through is not half-applied but queued for another attempt.
- KoppelHet is ISO 27001 certified. Data travels encrypted and stays on the platform no longer than needed.
- After go-live we manage the integration and adjust it when your process changes.
- The integration fits next to your existing integration layer. Only the fields in the design are transferred; the platform keeps no register of its own.
Implementation and price
This is not an app you switch on. We build the integration for your organisation on our platform, with building blocks we reuse on every project. So it is custom work that does not start from scratch.
A consultant prepares the intake and analyses both systems. We then record the mapping and exceptions field by field, test in the test or acceptance environment and go live at a moment you choose. Costs are a one-off amount for the setup and a monthly amount for platform, monitoring and support.
Frequently asked questions
Why does KoppelHet not create the employee in Exact itself?
Exact Online's REST API only lets employees be read. KoppelHet prepares everything on the worklist and checks the result at the next comparison.
Do Remote's invoices for EOR employees come along too?
Not in this integration. Invoices to accounts payable can be added later as an extension.
Technical details for IT
For those who want to know how it works under the hood: APIs, fields and sources used.
- Remote through GET /v1/employments (page and page_size, filters status, employment_model, employment_type, company_id) for the initial load, GET /v1/employments/{employment_id} per changed employment (including department, manager_employment_id, engaged_by_legal_entity_id, provisional_start_date and with an active offboarding termination_date), and webhooks through POST /v1/webhook-callbacks for employment.updated, employment.details.updated, employment.status.updated, employment.work_email.updated, offboarding.* and termination.cancelled. Company-scoped API token.
- Exact Online through the REST API with OAuth, per division. payroll/Employees (Code, StartDate, EndDate, Manager in the same division and not a subordinate) and hrm/Departments are read-only. Employees is available in Payroll, Time & Billing and Professional Services (Plus, Professional and Premium). API limits per minute and per day per division.
Which fields are transferred
The key fields. The full mapping is agreed per customer.
| Field in Remote | Field in Exact Online | Notes |
|---|---|---|
engaged_by_legal_entity_id | Division | Only the own Dutch entity, through a table |
employment_type en employment_model | Filter | No EOR, PEO or contractor |
employment_id | Employees.Code (vergelijking) | Through a table with the Exact number |
full_name en work_email | Employees (vergelijking) | |
department | Departments.Code (vergelijking) | Through a table |
manager_employment_id | Employees.Manager (vergelijking) | Looked up as an Exact user in the same division |
provisional_start_date en termination_date | Employees.StartDate en EndDate (vergelijking) |
Related
Greenhouse → Remote
Greenhouse to Remote integration: foreign hires as EOR employment with the country's form
Recruitee → Remote
Recruitee to Remote integration: hires abroad straight into an employment at Remote
Remote → 4PS Construct
Remote to 4PS Construct integration: own employees of the construction entity from Remote in 4PS
Remote → Active Directory
Remote to Active Directory integration: accounts for colleagues in other countries