ISolved Keystone Integration
Overview
GivenHansco has developed an integration between iSolved Payroll and Keystone financials (G/L, C/M and J/C.) This integration makes use of the iSolved API to allow transfer of payroll data directly from iSolved into Keystone transaction batches. Once transferred these batches can be reviewed and/or posted.
This integration requires Keystone 4.7.12 or higher.
Configuration
iSolved Information
The first step in configuring the integration is to obtain the following information from iSolved for the customer:
- Client Code
- There is a spreadsheet containing the client codes for Keystone customers located here. If the customer is not on this list obtain their Client Code from iSolved and add it to the list.
- URL
- For customers who were already on Keystone prior to signing up with iSolved, they will use the GivenHansco URL which is built into the integration.
- For customers who were signed up with iSolved prior to becoming a Keystone customer, they will use a different URL which must be provided by iSolved.
- Client Credentials (Client Id/Client Secret)
- For customers who were already on Keystone prior to signing up with iSolved, they will use the GivenHansco client credentials which are built into the integration.
- For customers who were signed up with iSolved prior to becoming a Keystone customer, they will use a unique set of credentials which must be provided by iSolved.
- Other
- (TBD)
Keystone System Options
There are several system options that must be configured. These options are located under General Ledger->Import Payroll Options.
| Option Name | Type | Allowed Values | Default | Comment | Keystone Version |
|---|---|---|---|---|---|
| ISolved API Credentials | Memo | (see below) | (see below) | (see below) | |
| ISolved Default JC TrxType | |||||
| ISolved JC Hours U/M | |||||
| ISolved GL Category (Check) | |||||
| ISolved GL Category (DirDep) | |||||
| ISolved GL Category (Earn) | |||||
| ISolved GL Category (Impound) | |||||
| ISolved GL Category (Invoice) | |||||
| ISolved GL Category (Other) | |||||
| ISolved GL Consolidation by Item Category | |||||
| ISolved Labor Code | |||||
| ISolved Labor Title (Asset) | |||||
| ISolved Labor Title (BudCat) | |||||
| ISolved Labor Title (Job) | |||||
| ISolved Labor Title (TrxType) |