The isolved API integration is not enabled by default for all Finch customers. If you would like to enable this integration, please reach out to developers@tryfinch.com for assistance. 

Introduction

Connecting to isolved requires additional steps specific to their internal process. These steps must be completed before integration through the Finch platform. This document outlines the steps to successfully connect.

Process

Before connecting your isolved account through Finch, you must complete the following steps with isolved.

Steps to complete with isolved

1. Log into your isolved portal
2. Submit a request to your isolved account manager to enable the Finch/[Application*] add-on integration through the isolved portal
3. Your isolved account manager will initiate a sales form
4. Once all parties sign the sales form, it will create an internal project with the isolved Integration Implementations team
5. The isolved Integration Implementations team will complete the setup. NOTE: This process may take up to 10 business days

You will receive notification once the setup is complete. At that point, proceed with the steps to connect via Finch as outlined below. 

*This is the application you are connecting to. 

Steps to complete with Finch

1. Navigate to Finch Connect
2. Select isolved as your payroll provider
3. Enter your isolved domain (this is the URL you use to log into your isolved account, e.g.: myisolved.com, mp-hr.myisolved.com, etc.) 
4. Enter your isolved Client ID (this can be found in your isolved dashboard by navigating to  Client Management > Client Summary) 
5. Click Connect

NOTE: If you try to complete the steps with Finch before isolved has completed the setup on their side, you will receive the following error: 

Authentication failed: Missing API credentials. Please retry once the isolved team has completed the necessary setup.