Integration Operations Tasks
Role: Company admins and operations teams
Scope: Company portal integrations
Purpose
Provide a task-first index for common integration operations.
Who this is for
Company admins, finance teams, and payroll or operations owners managing integrations.
Prerequisites
- You have admin access in the Company portal.
- Your team has required third-party account access.
Step-by-step instructions
1. Pick the integration workflow
- Employee and payroll connection: Zenegy HR Integration
- Finance reconciliation workflow: e-conomic Accounting Integration
- Payment rail and payout status: Mastercard Payment Integration
2. Execute setup or verification steps
Use the selected guide to complete connection, mapping, and validation actions.
3. Validate downstream effects
Confirm expected changes in Employees, Voting Periods, Payments, and NGO payout views.
What users should expect
- Integration value appears fully once source workflows produce employee, period, and payout data.
- Operational status can differ across integrations based on external systems.
Common issues and troubleshooting
- No expected records: confirm source process completion before troubleshooting integration output.
- Access blockers: verify permissions in both Actnation and the external integration system.
Verify success
- You can identify the correct integration guide for your workflow.
- Downstream checks in company and NGO pages confirm expected data flow.