Basic integration

By setting up the basic integration between NMBRS and Alleo you will achieve the following:

All the existing employees in your NMBRS account will be added to Alleo
Any mutations in NMBRS (on and off-boarding of employees) will automatically be synced with Alleo on a daily basis

It is good to know that this integration grants Alleo 'Read-Only' access to your NMBRS account, which means we never adjust any data in your NMBRS account.

In order to define which employees need to be synced, Alleo checks the Employee Type field and takes an action:

Employee type	Action
Payroll	Onboard the employee to Alleo
Former Payroll	Off-board the employee from Alleo

Requirements to set up the basic integration

Please take the following requirements into account before setting up the integration. If in doubt, please verify with your accountant/NMBRS administrator if you have the right access:

Access to NMBRS with one of the following login types:
- Client Login ('Klantlogin')
  - All Templates provide sufficient rights to set up the integration.
- Company Login ('Bedrijfslogin')
- Please note: These are the only login types supported to set up the integration.
If you have access to multiple companies in NMBRS, you can use the User Template feature in NMBRS to filter for which companies employee data is to be synced with Alleo:
If you have access to multiple Debtors with a single NMBRS account, you can select the Debtors you would like to sync with Alleo during the integration setup.
I am an accountant, can I setup the integration for my customer?
- The integration is optimised by NMBRS for customers to set it up. Therefore an email address can only be used once per integration. The next time this email address is used for another integration, the first integration connection will be lost.

Steps to set up the basic integration

Request your unique NMBRS integration link via admin-support@alleo.nl
Open an incognito window
Visit the integration link provided by Alleo
Login to your NMBRS account
Select the profile which will grant access to the data
Select the Debtors that you would like to sync with Alleo
Click 'Allow' to enable the integration
If successful, you will be directed to a 'Congratulations' screen
Alleo Support will be automatically notified and perform a dry run of the data
After you confirm the data synced is correct, the integration is enabled.

Optional: Selective syncing of employees

If you would like to selectively sync employees, this can be achieved by adding an extra field in NMBRS to indicate if an employee is eligible for Alleo or not. Complete these steps to set this up:

Add an extra field to NMBRS:
1. Field name: alleo_access
2. Field type: yes/no
Update the field for the employees in NMBRS to match the required setting
Optionally a field for splitting users across multiple companies:
1. Field name: alleo_filter
2. Field type: text/string

Optional: Assigning varying budgets

If you would like to vary the Alleo budget assigned to employees, this can be achieved by adding extra field(s) in NMBRS to indicate per employee what the budget is that she should receive. Follow the instructions in this article to set this up.

Which data is exchanged after setting up the basic integration?

The basic NMBRS integration makes use of the NMBRS REST API. The basic integration has access to the following scopes by default:

Employee Information
- View employment data: contracts, salary, schedule and service.
- View employee information: personal info, bank account, address, family data.
Company Information
- View company information.

Not all data available in the scopes is used by Alleo for the functionality of the intgration, only the following fields are used:

First Name
Last Name
Business email (or private email upon request)
Birthday
Work anniversary date
Contract start date
Contract end-date
Employment type
Company

Advanced integration for sharing Salary & Leave data

If you make use of Flex Salary and/or Flex Leave features, additional data needs to be shared with Alleo. In order to give Alleo acces to this data in NMBRS integration, an additional API token needs to be created and shared with Alleo.

If you are unable to perform the actions below due to limited permissions in NMBRS, you can share this information with your accountant/NMBRS administrator.

Please complete the basic NMBRS integration before setting up the API token.
Log in with a NMBRS user who was access to at leas the following services:
1. Company Services:
  - List_GetAll
  - Run_GetList
2. Employee Services:
  - List_GetByCompany
  - LeaveBalance_GetPerTye
3. Report Services:
  - Reports_GetPayslipByRunCompany_v2_Background
  - Reports_BackgroundTask_Result
Go to 'User Profile' in NMBRS.
Create the API token.
Share the following information with Alleo:
1. API Token
2. NMBRS domain name
3. Username
4. Wage component IDs:
  1. Gross hourly wage
  2. Gross monthly salary
  3. Holiday allowance balance
  4. Holiday allowance accrual
5. Leave groups used for:
  1. Statutory Leave
  2. Non Statutory Leave

Important:

It is recommended to create a specific User Template in NMBRS to give access to these specific Services, this way no additional data is shared with Alleo which is not required for the proper functioning of the integration.
The API token needs to be shared in a secure way, for example for the Alleo Portal Documents section or via 1Password or a similar service. Please do not share the token via email.