RotaCloud

James Denham

Sophie Wilson

Tutorials for integrating with other software products

Integrations: RotaCloud for Admins & Managers

How to set up the RotaCloud integration with PeopleHR

Integrating PeopleHR with RotaCloud

Important things to know about switching on integration between the two systems.

What happens when I switch on People HR integration?

How often does the sync update with PeopleHR?

What data is sent from PeopleHR?

Is anything sent from RotaCloud to PeopleHR?

Why are my employees not coming across?

Why do I have duplicates and how do I get rid of duplicates?

Why is my employee’s leave not showing up in RotaCloud?

How do I stop salaries and hourly rates importing?

PeopleHR Integration

How to set up and use the RotaCloud integration with breathe

Integrating breathe with RotaCloud

Important things to know about switching on the integration between the two systems.

What happens when I switch on the breathe integration?

How do I stop employees being sent from breathe into RotaCloud?

How do I delete an employee from RotaCloud?

How do I add returning employees to RotaCloud?

What data is sent from breathe?

Is anything sent from RotaCloud to breathe?

How quickly does the data transfer from breathe into RotaCloud?

breathe Integration

Integrating Optix with RotaCloud

Optix Integration

Using webhooks to send data from RotaCloud.

Webhooks

Setting up integrations with RotaCloud and other software using Zapier

How do I set up custom integrations with other systems using Zapier?

How to set up your Tevalis integration and what information feeds through

How do I set up my Tevalis integration?

Using RotaCloud's API documentation to create custom integrations

Where can I find API documentation for RotaCloud?

Setting up your Square integration and what data feeds over

How do I set up my Square integration?

Other Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

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