Integrate Factorial with Perk

Only available for Premium and Pro accounts.
Only account admins can perform this task.

Factorial provides intuitive HR solutions for companies around the world. Their tools automate and centralize administrative tasks, providing valuable insights and helping organizations run more smoothly.

Factorial offers solutions for HR analytics, document management, performance appraisals, goal tracking, and company culture. 

Understanding the Factorial integration

The Factorial integration lets you:

  • Provision users — onboard and offboard employees directly from your employee directory.
  • Auto-fill employee profile information on Perk.
  • Trigger manual syncs to import new employees and archive those who left.
  • Run fully automated syncs between Factorial and Perk.
  • Set up accounts automatically, such as adding approval processes (Pro plan only).

Before you begin

  • You need to be an account admin on Perk and Factorial to enable the integration.
  • If you have SSO enabled for Perk, it is recommended to turn off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
  • If a person’s first name, last name, or email in the identity provider (IDP) is different from Factorial’s, the IDP will override the synced data from Factorial to Perk.
  • If the person who enabled the integration is no longer active, the sync will fail, and you’ll need to re-enable the integration with a new admin.
  • To disable the Factorial integration, follow the instructions on Manage integrations.
  • If you have any questions or need assistance with setting up the integration, contact your Account Manager. 

1. Connecting Factorial to Perk

  1. Go to Settings > Integrations.
  2. Find the Factorial integration and click Start setup.
  3. Click Enable — this opens the Merge Link pop-up.
  4. On the pop-up detailing the read permissions Perk will access from Factorial, click Continue.
  5. Click Open window.
  6. You're redirected to Factorial's website. On the pop-up, click Authorize.
  7. You are redirected back to Perk, and there is a pop-up stating that the integration has been successfully set up.
  8. On the Sync fields between Perk and Factorial pop-up, click Skip for now.

2. Setting up the Factorial integration

After you successfully connect to Factorial, navigate to the configuration page to complete your setup.

  1. Start setup:
    1. Go to Settings > Integrations.
    2. Find the Factorial integration in the Enabled section and click Manage.
    3. In the Finish setup box, click Configure.
  2. Employee selection: Select which employees to sync to Perk — click either Sync all employees or Sync a group of employees.
    1. When Sync all employees is selected, Perk syncs all active employees.
    2. When Sync a group of employees is selected, Perk syncs only the selected groups.
  3. Default field selection and mapping: Select and map fields to sync from Factorial to Perk. All available fields are selected and mapped by default, with the exception of Unique ID which requires custom mapping or removal.
    1. To remove a field, click the trash can icon to the right of the field row.
    2. To add a field, click Add default field at the bottom of the default field list.
    3. To customize a field mapping, use the left-side column to select an alternative field from Factorial.
  4. Custom field selection and mapping: Select and map custom fields to sync from Factorial to Perk. All existing custom fields in Perk will be available for sync with Factorial.
    1. If a custom field is not visible, check that it has been created in Perk.
    2. To complete the process, click Save and sync. The initial sync will take a few hours to complete — the account admin will receive an email notification when it's done.
  5. Turning on automatic syncing and error notifications (optional):
    1. To automatically sync Factorial to Perk on a daily basis, turn on the Automatic sync toggle.
    2. To receive error notifications, enter an email address and click Save.

Running a manual sync

Use manual sync to import the latest employee data from Factorial at any time. On the Factorial integration settings page in Perk, click Sync now to import the latest data.

If there are any errors during the sync, you can download the XLS log to find more details. For more information, see Understanding the integration sync log.

Synced employees are indicated with the Sync icon on the People page.

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