Integrating with Justworks

Drivetrain uses Merge to integrate with Justworks, we create a third party service account in Justworks to pull data into our warehouse.

Prerequisites Justworks Setup Add Third-Party in Justworks Setup Service Account Add Permissions

Prerequisites

To connect Justworks to Drivetrain, you need:

1. An active Justworks admin account

2. Admin privileges in Drivetrain

Justworks Setup

Step 1: Add Third-Party in Justworks

1. In the side navigation click on the Employees section.

2. Click Add to create a New Employee

1. Scroll down on the page, expand Add third party or temp and click Add 3rd-party

Step 2: Setup Service Account

Add the details for the employee used for service account integrations.

1. Select member type as 3rd Party Admin / Accountant

2. Select admin access as Yes

3. Enter First Name as Drivetrain and Last Name as Service Account

4. Enter the title as Service Account for Drivetrain

5. Leave Manager field empty and Keep Department as No Department

6. Keep office as Remote and choose any start date

7. Reach out to your customer success manager for work email or you can follow below steps to get work email.

8. Log in to Drivetrain, and go to Data page.

9. Click on + icon on data page, search for Justworks

1. Select Justworks on the connectors page, and choose I am an admin and Click Next

2. Copy the email coming in the widget and add that as work email in the service account.

Note: Email used here should be specifically from merge using this flow, and not any other user email.

1. Choose send invitation to work email and send now and choose no for show in directory and org chart option

2. Click on Invite

Step 3: Add Permissions

1. Add below permissions for the service account

More information about why each permission is required:

• Edit Company Settings: This is required for our integration to view Company, Office, Location, and Department information. Although we will only be viewing this information, Justworks requires EDIT access to view this information.

• Manage Employees: This is required to view Employee information and access the Employee Census Report and the Work History Report.

• View all employee information: This is required to view Employee information and access the Employee Census Report and the Work History Report.

• View basic employee information: This is required to view Employee information and access the Employee Census Report and the Work History Report.

• Upload and View all Documents: This is required to access the Employee Census Report and Work History Report.

• View Invoices and Reporting: This is required to access the Employee Census Report and Work History Report.