Note: RazorpayX Payroll only services organizations in India, therefore this integration is only applicable to you if you are processing payroll for employees in India. 

RazorpayX is a powerful payroll platform that allows businesses to do everything from opening a current account, tracking invoices, scheduling payments, paying tax, applying for loans, and viewing financial reports, all from one dashboard

TABLE OF CONTENTS

• Key features of the Freshteam - RazorpayX Payroll integration
• Fields synced from Freshteam to Razorpay 
• Role Mapping from Freshteam to Razorpay
• Benefits of using the Freshteam - RazorpayX Payroll integration
• How to set up your Freshteam - RazorpayX Payroll integration
• FAQs

Key Features of the Freshteam - RazorpayX Payroll Integration

• New Employee Sync - Automatically add to RazorpayX Payroll any new employees onboarded on Freshteam 
• Updated Employee Sync - Automatically update existing employee data on RazorpayX Payroll when their Freshteam profile is updated
• Terminated Employee Sync - Automatically dismiss employees from RazorpayX Payroll once their exit date is updated in Freshteam
• Sync Frequency - Data syncs between Freshteam and RazorpayX Payroll every 24 hours. You also have the option to initiate a sync anytime with the Sync Now option in RazorpayX Payroll settings.

Fields Synced From Freshteam to Razorpay 

• Name 
• Age
• Email 
• Role 
• Employee Type 
• Manager 
• Personal Email 
• Bank Account Number 
• IFSC
• Employee ID
• Title 
• Hire Date 
• Gender
• Dismissal

Note on Field Sync : 
- All members from Freshteam will be either an employee or contractor.
- Only Indian employees will be synced from Freshteam to XPayroll.

Role Mapping From Freshteam to Razorpay

Benefits of Using the Freshteam - RazorpayX Payroll Integration

• Eliminate Duplicate Efforts - Avoid the repeated effort of onboarding employees onto a payroll tool after already onboarding them onto Freshteam
• Execute payroll and disburse salary in 3 clicks - Execute payroll with zero errors and disburse salaries to any bank account in India in less than 10 minutes
• Automated compliance management - RazorpayX Payroll takes care of all compliance payments and filings like TDS, PF, PT, ESI, and also generates 24Q and 26Q challans
• Employee self-service portal - Employees can declare taxes, file reimbursements, download salary slips, and Form-16 directly from the portal. RazorpayX Payroll does one-time verification of the tax documents.
• One-stop solution - Avail best-in-class health insurance for teams as small as 2! Set up flexible benefits. Open employee salary accounts

How to Set Up Your Freshteam - RazorpayX Payroll Integration

1. Log into your RazorpayX Payroll account  
2. Navigate to the RazorpayX Payroll Integrations page under Settings > Integrations. 
3. Select the Freshteam option to start the integration
4. Enter your Freshteam URL and API key and establish the connection with Freshteam. Click on ‘Connect’ to begin the integration process.
5. Once the connection is established, we will begin the sync for the employee data from Freshteam to XPayroll once every 24 hours

Note: Once you activate the integration with Freshteam, you can only manage employee data on Freshteam. You will be blocked from editing employee data on RazorpayX Payroll to avoid data discrepancy (as displayed in the image)

Haven't tried RazorpayX yet? Please mail us at [email protected] so we can have a demo session set up for you. Already using RazorpayX? Reach out to [email protected] for any help with Freshteam-RazorpayX integration, or visit https://intercom.help/XPayroll/en/articles/5981483-freshteam-razorpayx-payroll-integration.

FAQs

• Can I use this integration on the free Freshteam plan?
  Only our paid plan users have access to an API key, therefore you must be on a paid plan to use this integration.
• Can my employees view their payslip within Freshteam?
  While this is not currently a feature of the integration, you can provide this as feedback to your RazorpayX Payroll account manager.
• Will my Leave Data get synced with RazorpayX Payroll?
  While this is not currently a feature of the integration, you can provide this as feedback to your RazorpayX Payroll account manager.