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Build vs Buy: The Best Approach to SaaS Integrations

Should you Build integrations in-house? Or Buy a third-party solution? Read this article to find the best integration strategy that suits your business roadmap

Any SaaS company on an average uses 350+ integrations. While SaaS unicorns use 2000+ integrations, a new startup also uses 15+ integrations on average. What is common to all SaaS companies is the increasing number of integrations they are using. To facilitate a faster time to market and increased data/ information exchange, quality SaaS integrations have become a go-to for almost all businesses. 

However, when it comes to building, deploying and maintaining SaaS integrations, companies tend to get overwhelmed by the costs involved, engineering expertise needed, security concerns, among others. 

Invariably, there are one of two paths that businesses can explore, either building integrations in house or buying them/ outsourcing the process to a third-party platform. In this article, we will uncover:

  • Top two approaches to SaaS integration
  • Build vs Buy for SaaS integrations: Key considerations
  • Which one to choose
  • Unified API as a solution for SaaS integrations
If you are interested to learn more about the types, trends, and forecast of SaaS integrations, download our State of SaaS integration: 2023 report

Which integration stage are you at?

Before we discuss the pros and cons of the two parallel ways of achieving integration success, it is important to understand which integration stage you are at. Put simply, each integration stage has its own requirements and challenges and, thus, your integration approach should focus on addressing the same. 

Stage I: Getting started

It is the first stage, you are in the launch phase where you are all set to go live with your product. However, currently, you don’t have any integration capabilities. While your product might be ripe for integration with other applications, the process to facilitate the same is not yet implemented. 

This might lead to a situation where your customers are apprehensive about trying your product as they are unable to integrate their data, and may even see it as underdeveloped and not market-ready. 

At this stage, your integration requirements are:

  • Low cost integration deployment and maintenance
  • Prevention of diversion of focus from core product enhancement for your internal engineering team
  • Ability to quickly and easily integrate with different applications and systems to drive adoption of your product

Stage II: Scale up

In the second stage, your product has been in the market for sometime and you have managed to deploy some basic integrations that you have built in-house. 

Now your goal is to scale your product, ensure deeper market penetration and customer acquisition. However, this comes with an increased customer demand of deploying more complex integrations as well as the need to facilitate greater volume of data exchange. Without more integrations, you will find yourself unable to scale your business operations. 

For scale up, your integration requirements are:

  • Facilitating new customer acquisition and preventing business revenue loss with streamlined integration experience 
  • Accelerated integration addition and implementation to keep pace with customer demand
  • Real-time integration support for customers queries to prevent any delays 
  • Ability to maintain and manage integrations, error handling, troubleshooting etc. for a seamless experience 

Stage III: Sustain and grow

In the third stage, you have established yourself as a credible SaaS company in your industry, who provides a large suite of integrations for your customers. 

Your goal now is to sustain and grow your position in the market by adding sophisticated integrations that can drive digital transformation and even lead to monetization opportunities for your business. 

This stage has its own unique integration requirements, including:

  • Comprehensive integration support without additional costs for maintenance and management
  • Increase in integration coverage across different APIs and new-age integrations
  • Monetization of integrations by offering them as exclusive features at a premium to add business value for customers
  • Preventing costs of adding incremental updates and API changes for smooth functioning
Overall, across all the three stages, while the requirements change, the expectations from integrations revolve around being cost effective, easy maintenance and management without draining resources, supporting the large integration ecosystem and ultimately creating a seamless customer experience. 

Therefore, your integration strategy must focus on customer success and there are two major ways you can go about the same. 

Two modes of integration: Build vs Buy

Irrespective of which integration stage you are at, there are two approaches that you can consider to traverse the integration ecosystem. Put simply, you can either build integrations in-house or you can partner with an external or third party player and buy integrations. 

  • Building integrations in-house will give you end-to-end control and the option to customize each functionality to give a very native feeling. This is ideal if you have to add only a couple of integrations, which your engineering team can manage along with core product development. 
  • However, buying or outsourcing integration development and management enables you to scale at speed and makes the process more cost efficient, resource lite and faster. Companies that prefer buying integrations believe that their developers should solely focus on product development and the supplementary efforts for integrations should be outsourced. 

The integration development process

If you are using SaaS integrations, you are likely to rely on APIs to facilitate data connectivity. This is the case whether you build it in-house or outsource the process. From a macro lens, it looks like a streamlined process where you connect different APIs, and integrations are done. However, on a granular level, the process is a little more complex, time consuming and resource intensive. 

Here is a snapshot of what goes into the API based integration development:

1. Get publicly available APIs or build them in-house 

The first step is to gauge whether or not the full version of the API is publicly available for use. If it is, you are safe, if not, you have to put in manual effort and engineering time to build and deploy a mechanism like a CSV importer for file transfer, which may be prone to security risks and errors. 

2. Access to comprehensive documentation

Next, it is important to go through the documentation that comes along with the API to ensure that all aspects required for integration are taken care of. In case the API data importer has been built in-house, documentation for the same also needs to be prepared. 

3. API alignment with product use case

Furthermore, it is vital to ensure that the API available aligns and complies with the use case required for your product. In case it doesn’t, there needs to be a conversation and deliberation with the native application company to sail through. 

4. Legal/ compliance requirements for data access

Finally, you need to ensure that all legal or compliance requirements are adhered to revolving around data access and transfer from their API, through some partnership or something along those lines. 

Should you build integrations in-house? 

Now that you have a basic understanding of the requirements of the integration development process, answer the following questions to gauge what makes more sense, building integrations in-house or outsourcing them. 

#Q1. How many integrations do you have?

Start by taking a stock of how many integrations you have or need as a part of your product roadmap. Considering that you will have varied customers with diverse needs and requirements, you will need multiple integrations, even within the same software category. 

For instance, some of your customers might use Salesforce CRM and others might use Zoho. However, as a SaaS provider, you need to offer integrations with both. And, this is just the top of the iceberg. Within each category, there can be 1000s of integrations like in HRIS with several vertical categories to  address. 

Thus, you need to gauge if it is feasible for you to build so many integrations in-house without compromising on other priorities.

#Q2. Do you have domain expertise with the concerned integrations?

Second, it is quite possible that your engineering team and others have expertise only in your area of operation and not specific experience or comprehensive knowledge about the integrations that you seek. 

For instance, if you are working with HRIS integrations, chances are your team members don’t understand or are very comfortable with the terminologies or the language of data models being used. 

With limited knowledge, data mapping across fields for exchange can become difficult and as integrations become more sophisticated, the overall process will get more complex. 

#Q3. When do you want to roll out the integrations?

Next, you need to understand what is your timeline for rolling out your product with the required integrations. 

A single integration can take up to 3 months to build from planning, design and deployment to implementation and testing. Thus, you need to ask yourself if this duration sits well with your go-to-market timeline. 

At the same time, you need to consider the impact any such delay due to integration might have on your market penetration and customer acquisition vis-a-vis your competitors. Therefore, building integrations in-house which are too time consuming can also add an opportunity cost. 

#Q4. Have you calculated the costs associated?

Undoubtedly, one is the opportunity cost that we have discussed above, which might result from any delays in going live due to delay in building integrations. However, there are direct costs of building and maintaining the integrations. 

Based on calculations of time taken for building integrations and factoring in the compensation for developers, each integration can cost on an average 10K USD. At the same time, you lose out on the productivity that your engineering time might have spent on accelerating your product roadmap timeline. 

It is important to do a cost benefit analysis as to how much of business value in terms of your core product you might need to give up in order to build integrations. 

#Q5. Do you have enough resources?

This is a classic dilemma that you might face. If you are building integrations in-house, you need to have enough engineering resources to work on building and maintaining the integrations. Invariably, overall, there has been a shortage of software development resources as reported by many companies. Even if you have enough resources, do you think diverting them to build integrations is the most efficient use of their time and effort? 

  • On one hand, this could result in a delay or hamper your product core functionalities. 
  • On the other hand, your developers might not even be interested in working on something that doesn’t contribute to the core product. 

Therefore, you are likely to face a resource challenge and you must deploy them in the most productive manner. 

#Q6. Have you considered security and authentication?

A key parameter for API integration is authentication to ensure that there is no unauthorized access of data or information via the API. If you build integrations in-house, managing data authorization/ authentication and compliance can be a complicated process. 

While generally, integrations are formed on OAuth with access tokens for data exchange. However, other measures like BasicAuth with encoded username, OAuth 2.0 with access using third-party platforms and private API keys are also being used. 

At the same time, even one SaaS application can require multiple access tokens across the platform, resulting in a plethora of access tokens for multiple applications. You need to gauge if your teams and platforms are ready to manage such authentication measures. 

#Q7: What about data normalization and mapping?

Once your integration is ready, the next stage of data exchange comes to life. While deciding whether to build integrations or buy them, you need to think about how you will standardize or normalize the data you receive from various applications to make sure everyone understands it. For instance, some applications might have one syntax for employee ID, while others might use it as emp ID. There are also factors like filling missing fields or understanding the underlying meaning of data.

Normalizing data between two applications in itself can be daunting, and when several applications are at play, it becomes more challenging. 

#Q8. Have you considered the management and maintenance required?

An integral role that you take up when building integrations in-house is their management and maintenance which has several layers. 

  • First, you need to constantly refresh the data to ensure that any fresh data in one application is automatically synced with the other one by refreshing the cache. 
  • Second, systems or APIs might fail, leading to errors in functioning. You need to be prepared for handling such errors and troubleshooting challenges to ensure that the business continuity of your customers is not disrupted. This might require unnecessary bandwidth deployment in addressing minor technical issues with the teams of applications from where you have received your API. 
  • Third, the API you are using might not have the customization capability needed for your use case, which might take up considerable bandwidth.
  • Fourth, the APIs are updated often and these changes need to be tracked and fixed before the customers realize. 

Build vs Buy: Which way to go?

Building integrations in-house can be cost intensive and complicated, whereas, buying or outsourcing integrations is resource-lite and a scalable model. To help you make the right choice, we have created a list of conditions and the best way to go for each one of them.

build vs buy: best approach for SaaS integration

Unified API to outsource integrations

Undoubtedly, there are several ways you can adopt to outsource or buy integrations from third party partners. However, the best outsourcing can be achieved with a unified API. Essentially, a unified API adds an additional abstraction layer to your APIs which enables data connectivity with authentication and authorization. 

Here are some of the top benefits that you can realize if you outsource your integration development and management with a unified API. 

Faster time to market and scale

With a unified API, businesses can bring their time-to-market to a few weeks from a few months. 

  • On one hand, this helps them reach the market before their competition, giving an edge for market penetration. 
  • On the other hand, a unified API also allows them to add more integrations and scale keeping pace with customer demands. 

When it comes to the overall picture, a unified API can help businesses save years in engineering time with all integrations that they use. At the same time, since the in-house engineering teams can focus on the core product, they can also launch other functionalities faster. 

Greater coverage

A unified API also provides you with greater coverage when it comes to APIs. 

If you look at the API landscape, there are several types and API endpoints. A unified API will ensure that all API types and endpoints are aggregated into a single platform. 

For instance, it can help you integrate all CRM platforms like Salesforce, Zoho etc. with a single endpoint. Thus, you can cover the major integration requirements without the need to manually facilitate point-to-point integration for all.  

Low costs and operational efficiency

Undoubtedly, a unified API brings down the cost of building integrations. 

  • First, the hard costs associated with building integrations like developer time and storage costs are significantly reduced. 
  • Second, soft costs like opportunity costs due to delays in market entry can also be eliminated. 
  • Third, a unified API also takes care of maintenance with error handling, troubleshooting, managing expired tokens, fixing API source schema change etc. For instance, Knit Unified API offers a dedicated dashboard with RCA and resolution as well as proactively fixing them for its users as and when necessary. This adds to the operational efficiency for your developers, preventing unnecessary diversion of focus for them. 

Opportunity to monetize

A unified API can help you provide unparalleled features to your customers which blend beautifully with your core functionalities. You can even automate certain tasks and actions for your customers. This  leads to a significant impact for your customers as well in terms of cost and time saving. 

In such a situation, chances are very high that your customers will be happy to pay a premium for such an experience, leading to a monetization opportunity which you might have not been able to achieve if you build integrations in-house, considering the volume you need to address for monetization. 

Single API knowledge required

Finally, a unified API ensures that your engineering teams only need to learn about the nuances, rules and architecture of one API as opposed to thousands in case of in-house integration development. This significantly reduces the learning hours that your developers can invest in value oriented tasks and learning. 

Wrapping up: TL:DR

As we draw the discussion to a close, it is evident that building and maintenance of integrations can be a complex, expensive and time consuming process. Businesses have two ways to achieve their integrations, either build them in-house or outsource them and buy them from a third party partner. 

While building integrations in-house keeps end to end control with the businesses, it can be difficult to sustain and maintain in the longer run. 

Thus, buying or outsourcing integrations makes more sense because it is:

Cost and time effective, facilitating faster time-to-market at a lower cost 

  • Resource-lite and doesn’t add burden to developers, preventing diversion of focus away from product roadmap
  • Has the potential to add multiple integrations at once, leading to higher coverage
  • Takes care of authentication, authorization and security
  • Ensures access to all APIs, irrespective of whether they are publicly available or not
  • Takes away the time and effort related to ongoing integration maintenance.
  • A unified API is a smart solution and a competent alternative to building integrations in-house for businesses in different stages of the integration cycle. You integrate once with a single API and get access to hundreds of apps within a single category. 

Looking to outsource you integration efforts? Check out what the Knit Unified API has to offer or get API keys today.

Sudeshna Roy

Head of Content, Knit

Decoding product and generating users with valuable content

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API Directory
Feb 26, 2024

greytHR API Guide

11
mins

greytHR API Directory

greytHR is a leading HR and Payroll software provider for small and medium sized companies. It enables HR teams and professionals to automate all people operations including employee information management, leave and attendance management, training, appraisals, compensation, etc. greytHR API enables developers to access HR related information like Employee/Leave/Attendance/Salary for seamless exchange between different applications. 

greytHR API Authentication

greytHR is based on oAuth2 based authentication for access to APIs, which is an industry-standard protocol for authorization. Since the greytHR API captures a lot of sensitive and confidential information, only authorized entities get access to it. Each API request is authenticated with an auth-token using the client id and client credentials obtained during the registration process. A verified username and password is used for basic authentication. 

greytHR API API Objects, Data Models & Endpoints

If you are working with greytHR API for integration with other applications, it is important to understand the data models, objects and endpoints to facilitate data normalization and accurate API requests. Some of these are captured below to help you get started. 

Employee

  • GET Get all Employees: https://api.greythr.com/employee/v2/employees?page=1&size=35 
  • GET Get Employee: https://api.greythr.com/employee/v2/employees/{employee-id}
  • GET Employee Lookup: https://api.greythr.com/employee/v2/employees/lookup?q={EmployeeNo./Email/Guid/Access card/ Personal email}
  • POST Add Employee: https://api.greythr.com/employee/v2/employees
  • PUT Update Employee: https://api.greythr.com/employee/v2/employees/{employee-id}
  • GET Get All Employee Profile Details: https://api.greythr.com/employee/v2/employees/profile
  • GET GET All employees Photo: https://api.greythr.com/hr/v2/employees/photo?photoSize=large&page=1&size=0
  • GET Get Employee Photo: https://api.greythr.com/hr/v2/employee/{employeeId}/photo
  • GET Get Employee Profile Details: https://api.greythr.com/employee/v2/employees/{employee-id}/profile
  • PUT Update Employee Profile Details: https://api.greythr.com/employee/v2/employees/{employee-id}/profile
  • GET Get All Employee Personal Details: https://api.greythr.com/employee/v2/employees/personal
  • GET Get Employee Personal Details: https://api.greythr.com/employee/v2/employees/{employee-id}/personal
  • PUT Update Employee Personal Details: https://api.greythr.com/employee/v2/employees/{employee-id}/personal
  • GET Get All Employee Work Details: https://api.greythr.com/employee/v2/employees/work
  • GET Get Employee Work Details Copy: https://api.greythr.com/employee/v2/employees/{employee-id}/work
  • PUT Update Employee Work Details: https://api.greythr.com/employee/v2/employees/{employee-id}/work
  • GET Get All Employee Separation Details: https://api.greythr.com/employee/v2/employees/separation
  • GET Get Employee Separation Details Copy: https://api.greythr.com/employee/v2/employees/{employee-id}/separation
  • PUT Update Employee Separation Details: https://api.greythr.com/employee/v2/employees/{employee-id}/separation
  • GET Get All Employee Address Details: https://api.greythr.com/employee/v2/employees/addresses/{address-type}
  • GET Get Employee Address Details: https://api.greythr.com/employee/v2/employees/{employee-id}/addresses/{address-type}
  • PUT Update Employee Address Details: https://api.greythr.com/employee/v2/employees/{employee-id}/addresses/{address-type}
  • DELETE Delete Employee Address Details: https://api.greythr.com/employee/v2/employees/{employee-id}/addresses/{address-type}
  • GET Get All Employee Statutory Details: https://api.greythr.com/employee/v2/employees/statutory/india
  • GET Get Employee Statutory Details: https://api.greythr.com/employee/v2/employees/{employee-id}/statutory/india
  • PUT Update Employee Statutory Details: https://api.greythr.com/employee/v2/employees/{employee-id}/statutory/india
  • GET Get Orgtree - Reporting Structure: https://api.greythr.com/employee/v2/employees/org-tree
  • GET Get Employee Manager details: https://api.greythr.com/employee/v2/employees/{employee-id}/org-tree
  • POST Add Employee Manager: https://api.greythr.com/employee/v2/employees/{employee-id}/org-tree
  • PUT Update Employee Manager: https://api.greythr.com/employee/v2/employees/{employee-id}/org-tree
  • GET Get All Employee Positions details: https://api.greythr.com/employee/v2/employees/categories
  • GET Get Employee Positions Details: https://api.greythr.com/employee/v2/employees/{employee-id}/categories
  • POST Add Employee Positions: https://api.greythr.com/employee/v2/employees/{employee-id}/categories
  • GET Get All Employee Bank Details: https://api.greythr.com/employee/v2/employees/bank
  • GET Get Employee Bank Details: https://api.greythr.com/employee/v2/employees/{employee-id}/bank
  • POST Add Employee Bank Details: https://api.greythr.com/employee/v2/employees/{employee-id}/bank
  • PUT Update Employee Bank Details: https://api.greythr.com/employee/v2/employees/{employee-id}/bank
  • GET Get All Employee PF & ESI details: https://api.greythr.com/employee/v2/employees/pf
  • GET Get Employee PF & ESI details: https://api.greythr.com/employee/v2/employees/{employee-id}/pf
  • POST Add Employee PF & ESI details: https://api.greythr.com/employee/v2/employees/{employee-id}/pf
  • PUT Update Employee PF & ESI details: https://api.greythr.com/employee/v2/employees/{employee-id}/pf
  • GET Get Employee's All Identity Details: https://api.greythr.com/employee/v2/employees/{employee-id}/identities
  • GET Get Employee Identity Details: https://api.greythr.com/employee/v2/employees/{employee-id}/identities/{identity-code}
  • POST Add Employee Identity: https://api.greythr.com/employee/v2/employees/{employee-id}/identities/{identity-code}
  • PUT Update Employee Identity: https://api.greythr.com/employee/v2/employees/{employee-id}/identities/{identity-code}
  • DELETE Delete Employee Identity: https://api.greythr.com/employee/v2/employees/{employee-id}/identities/{identity-code}
  • GET Get Employees Family Details: https://api.greythr.com/employee/v2/employees/families/{relationtype-id}
  • GET Get Employee Family Details: https://api.greythr.com/employee/v2/employees/{employee-id}/families
  • POST Add family member to Employee: https://api.greythr.com/employee/v2/employees/{employee-id}/families
  • PUT Update Family member details: https://api.greythr.com/employee/v2/employees/{employee-id}/families/{relation-id}
  • DELETE Delete Family member details: https://api.greythr.com/employee/v2/employees/{employee-id}/families/{relation-id}
  • GET Get All Employee Asset details: https://api.greythr.com/employee/v2/employees/assets
  • GET Get Employee Asset details: https://api.greythr.com/employee/v2/employees/{employee-id}/assets
  • POST Add Asset to Employee: https://api.greythr.com/employee/v2/employees/{employee-id}/assets
  • POST Add Asset to Employee: https://api.greythr.com/employee/v2/employees/{employee-id}/assets
  • DELETE Delete Update Family member details: https://api.greythr.com/employee/v2/employees/{employee-id}/assets/{asset-id}
  • GET Get All Employee Qualifications details: https://api.greythr.com/employee/v2/employees/qualifications
  • GET Get Employee Qualifications details: https://api.greythr.com/employee/v2/employees/{employee-id}/qualifications
  • POST Add Employee Qualifications: https://api.greythr.com/employee/v2/employees/{employee-id}/qualifications
  • PUT Update Employee Qualifications details: https://api.greythr.com/employee/v2/employees/{employee-id}/qualifications/{qualification-id}
  • DELETE Delete Employee Qualifications details: https://api.greythr.com/employee/v2/employees/{employee-id}/qualifications/{qualification-id}
  • GET Get Employee All Card Details: https://apigee-test.greythr.com/employee/v2/employees/{employeeId}/card-details
  • GET Get Employee Card Details: https://apigee-test.greythr.com/employee/v2/employees/employeeId/card-details/cardId
  • POST Add Employee Card Details: https://apigee-test.greythr.com/employee/v2/employees/{employeeId}/card-details
  • DELETE Delete Employee Card Details: https://apigee-test.greythr.com/employee/v2/employees/{employeeId}/card-details/{cardId}

Leave

  • GET Get Leave Balance details for All Employees: https://api.greythr.com/leave/v2/employee/years/{{Year}}/balance
  • GET Get Employee Leave Balance for a year: https://api.greythr.com/leave/v2/employee/{employee-id}/years/{{Year}}/balance
  • GET Get Leave Transactions details for All Employees: https://api.greythr.com/leave/v2/employee/transactions?start={{StartDate}}&end={{EndDate}}
  • GET Get Employee Leave Transactions: https://api.greythr.com/leave/v2/employee/{employee-id}/transactions?start={{StartDate}}&end={{EndDate}}
  • POST Leave Transaction: https://api.greythr.com/leave/v2/employee/transactions

Attendance

  • GET Get Attendance Summary for All Employees: https://api.greythr.com/attendance/v2/employee/insights?end={{EndDate}}&start={{StartDate}}
  • GET Get Employee Attendance Summary: https://api.greythr.com/attendance/v2/employee/{employee-id}/insights?end={{EndDate}}&start={{StartDate}}
  • GET Get Employee Attendance Summary: https://api.greythr.com/attendance/v2/employee/{employee-id}/insights?end={{EndDate}}&start={{StartDate}}
  • GET Get Employee Attendance Muster: https://api.greythr.com/attendance/v2/employee/{employee-id}/muster?end={{EndDate}}&start={{StartDate}}

Payroll

  • GET Get All Employee Handenrty salary Items: https://api.greythr.com/payroll/v2/employees/handentry
  • GET Get Employee Handenrty salary Items: https://api.greythr.com/payroll/v2/employees/{employee-id}
  • GET Get Salary Repository Items: https://api.greythr.com/payroll/v2/salary/repository
  • POST Add Employee Handenrty salary Items: https://api.greythr.com/payroll/v2/employees/{employee-id}
  • PUT Update Employee Handenrty salary Items: https://api.greythr.com/payroll/v2/employees/{employee-id}
  • DELETE Delete Employee Handenrty salary Items: https://api.greythr.com/payroll/v2/employees/{employee-id}
  • GET Get Salary Statement for a Month: https://api.greythr.com/payroll/v2/employees/salary/statement/{{yyyy-mm-01}}
  • GET Get Salary Statement for an Employee for a Month: https://api.greythr.com/payroll/v2/employees/salary/statement/{{yyyy-mm-01}}/{employee-id}
  • GET Get Employees Resettlement for a Month: https://api.greythr.com/payroll/v2/employees/resettlement/{payrollMonth}
  • POST Add Salary Revision: https://api.greythr.com/payroll/v2/salary/revision/employees/{employee-id}
  • GET Get Salary Revision History: https://api.greythr.com/payroll/v2/salary/revision/employees/{employee-id}/{status}
  • GET Get Salary Revision Difference: https://api.greythr.com/payroll/v2/salary/revision/difference/employees/{employee-id}
  • GET Get Attendance Snapshot details: https://apigee-test.greythr.com/payroll/v2/attendance/snapshot/employees/{employee-id}
  • POST Save Attendance Snapshot: https://apigee-test.greythr.com/payroll/v2/attendance/snapshot/employees/{employee-id}
  • DELETE Delete Attendance Snapshot: https://apigee-test.greythr.com/payroll/v2/attendance/snapshot/employees/{employee-id}

List of Values

  • POST Get greytHR LOV: https://api.greythr.com/hr/v2/lov
  • POST Get greytHR Position/Category: https://api.greythr.com/hr/v2/lov
  • GET Get Bank Branch Details: https://api.greythr.com/hr/v2/lov/banks/{bankId}/branches
  • POST Add greytHR Org Entities: https://api.greythr.com/hr/v2/lov/org/entities

Documents

  • GET Get Employee Documents: https://api.greythr.com/employee/v2/emp-docs/{employeeId}/{categoryId}
  • GET Download Employee Documents: https://api.greythr.com/employee/v2/emp-docs/{employeeId}/{documentId}/{fieId}
  • POST Add Employee Document Category: https://api.greythr.com/employee/v2/emp-docs/category
  • POST Add Employee Document: https://api.greythr.com/employee/v2/employee-docs/{employeeId}/{category}

Users

  • POST Add New Users: https://api.greythr.com/user/v2/users
  • GET Get Users List: https://api.greythr.com/user/v2/users
  • GET Get Employee User ID: https://api.greythr.com/user/v2/users?userType=employee&userName=Employee Number
  • POST User SSO: https://api.greythr.com/user/v2/users/{userid}/auth

greytHR API Use Cases 

  • Centralized employee information management and simplification of HR processes by eliminating inconsistencies, duplication and clutter in employee information
  • Easy payroll management with accurate and timely payouts
  • Seamless leave management with accurate leave accounting and integration with payroll
  • Real time attendance management, easy shift and overtime management
  • Goal alignment and performance management, progress tracking, rewards achievements

Top customers

greytHR provides HRMS services to 20,000+ companies across 250+ cities, including:

  • Dunzo, a 24x7 delivery app
  • HealthifyMe, an Indian digital health and wellness company
  • Rapido, an Indian ride-hailing service
  • Hutchinson, a French manufacturer of non-tire rubber
  • Lentra, a new-age domain-native platform 
  • ClickDesk, a live support chat software 
  • CORE Energy Systems, an emerging engineering services and project management company

greytHR API FAQs

  • How can admin enable the role for API users? Answer
  • How to generate API credentials for the greytHR admins? Answer
  • Is it possible to configure API credentials in Tally without enabling the integration of greytHR? Answer

How to integrate with greytHR API 

To integrate with the greytHR API, you need to create an account. You can create an account here. You can then go through this documentation to understand the REST API for external applications to integrate and interoperate with greytHR. 

Get started with greytHR API 

greytHR offers a freemium model for its users. While some features for a certain number of employees can be availed free of cost, the paid version starts at ₹3495/month adding more features which users can leverage. There are more premium tiers to choose from. Each pricing plan comes with a free trial. 

However, integrating with greytHR API with in-house resources can be quite expensive and time consuming, for both building and managing the integration. You can significantly bring this cost down by partnering with a platform like Knit. With a nominal integration cost, Knit helps you integrate with a unified HRIS API, with which you can connect with its bouquet of HRIS applications, including greytHR, at no additional cost. As a unified API, Knit helps you connect with your preferred HRIS applications in a fraction of the cost and time. Book a demo today to learn more! 

API Directory
Feb 26, 2024

Zoho People API Guide

11
mins

Zoho People API Directory

Zoho People is a leading HR solution provider which enables companies to automate and simplify their HR operations. Right from streamlining core HR processes, to supporting time and attendance management, to facilitating better performance management and fostering greater learning and development, Zoho People has been transforming HR operations for 4500+ companies for over a decade. 

With Zoho People API, companies can seamlessly extract and access employee data, update it and integrate this application with other third party applications like ATS, LMS, employee onboarding tools, etc. to facilitate easy exchange of information. 

Zoho People API Authentication

Like most industry leading HRIS applications, Zoho People API uses OAuth2.0 protocol for authentication. The application leverages Authorization Code Grant Type to obtain the grant token(code), allowing users to share specific data with applications, without sharing user credentials. Zoho People API uses access tokens for secure and temporary access which is used by the applications to make requests to the connected app. 

Using OAuth2.0, Zoho People API users can revoke a customer's access to the application at any time, prevent disclosure of any credentials, ensure information safeguarding if the client is hacked as access tokens are issued to individual applications, facilitate application of specific scopes to either restrict or provide access to certain data for the client.

Zoho People API Objects, Data Models & Endpoints

Integrating with any HRIS application requires the knowledge and understanding of the objects, data models and endpoints it uses. Here is a list of the key concepts about Zoho People API which SaaS developers must familiarize themselves with before commencing the integration process. 

Forms API

  • POSTInsert Record API

https://people.zoho.com/people/api/forms/<inputType>/<formLinkName>/insertRecord?inputData=<inputData>

  • POSTInsert Record API for Adding Employees

https://people.zoho.com/people/api/forms/json/employee/insertRecord?inputData=<inputData>

  • POSTUpdate Record API

https://people.zoho.com/people/api/forms/<inputType>/<formLinkName>/updateRecord?inputData=<inputData>&recordId=<recordId>

  • GETGet Bulk Records API

https://people.zoho.com/people/api/forms/<formLinkName>/getRecords?sIndex=<record starting index>&limit=<maximum record to fetch>​

  • POSTAdd Department API

https://people.zoho.com/people/api/department/records?xmlData=<xmlData>

  • GETFetch Forms API

https://people.zoho.com/people/api/forms?

  • GETFetch Single Record API

https://people.zoho.com/people/api/forms/<formLinkName>/getDataByID?recordId=261091000000049003

  • GETFetch Single Record API (Section Wise)

https://people.zoho.com/people/api/forms/<formLinkName>/getRecordByID?recordId=<recordId>

  • GETGet Related Records API

https://people.zoho.com/people/api/forms/<formLinkName>/getRelatedRecords?sIndex=<sIndex>&limit=<limit>& parentModule=<parentModule>&id=<id>&lookupfieldName=<lookupfieldName>

  • GETSearch Records Based on Record Values

https://people.zoho.com/people/api/forms/<formLinkName>/getRecords?searchParams={searchField: '<fieldLabelName>', searchOperator: '<operator>', searchText : '<textValue>'}

  • GETGet Fields of Form API

https://people.zoho.com/people/api/forms/<formLinkName>/components?

Cases API

  • POSTAdd Case API

https://people.zoho.com/api/hrcases/addcase?categoryId=<Category ID>&subject=<subject>&description=<description>

  • GETView Case API

https://people.zoho.com/api/hrcases/viewcase?recordId=<Reord ID of the case>

  • GETView Case Listing API

https://people.zoho.com/api/hrcases/getRequestedCases?index=<index>&status=<status>

  • GETView List of Categories API

https://people.zoho.com/api/hrcases/listCategory?

Timesheet API

  • POSTCreate Timesheets API

https://people.zoho.com/people/api/timetracker/createtimesheet?user=<user>&timesheetName=<timesheetName>&description=<description>&dateFormat=<dateFormat>&fromDate=<fromDate>&toDate=<toDate>&billableStatus=<billableStatus>&jobId=<jobId>&projectId=<projectId>&clientId=<clientId>&sendforApproval=<sendforApproval>

  • POSTModify Timesheets API

https://people.zoho.com/people/api/timetracker/modifytimesheet?timesheetId=<timesheetId>&timesheetName=<timesheetName>&description=<description>&sendforApproval=<sendforApproval>&removeAttachment=<removeAttachment>

  • GETGet Timesheets API

https://people.zoho.com/people/api/timetracker/gettimesheet?user=<user>&approvalStatus=<approvalStatus>&employeeStatus=<employeeStatus>&dateFormat=<dateFormat>&fromDate=<fromDate>&toDate=<toDate>&sIndex=<sIndex>&limit=<limit>

  • GETGet Timesheets Details API

https://people.zoho.com/people/api/timetracker/gettimesheetdetails?timesheetId=<timesheetId>&dateFormat=<dateFormat>​

  • POSTApprove Timesheets API

https://people.zoho.com/people/api/timetracker/approvetimesheet?authtoken=<authtoken>&timesheetId=<timesheetId>&approvalStatus=<approvalStatus>&timeLogs=<timeLogs>&comments=<comments>&isAllLevelApprove=<isAllLevelApprove>​

  • POSTDelete Timesheets API

https://people.zoho.com/people/api/timetracker/deletetimesheet?timesheetId=<timesheetId>​

Onboarding API

  • POSTTrigger Onboarding API

https://people.zoho.com/api/<Employee|Candidate>/triggerOnboarding​

  • POSTAdd Candidate API

https://people.zoho.in/people/api/forms/json/Candidate/insertRecord?inputData=<inputData>​

  • POSTUpdate Candidate API

https://people.zoho.com/people/api/forms/<inputType>/Candidate/updateRecord?inputData=<inputData>&recordId=<recordId>

Leave API

  • POSTAdd Leave API

https://people.zoho.com/people/api/forms/<inputType>/<formLinkName>/insertRecord?inputData=<inputData>

  • POSTGet Record API

https://people.zoho.com/people/api/forms/leave/getDataByID?recordId=413124000068132003

  • PATCHCancel Leave API

https://people.zoho.com/api/v2/leavetracker/leaves/records/cancel/<record-id>

  • GETUser Report API

https://people.zoho.com/people/api/v2/leavetracker/reports/user

  • GETLeave Booked and Balance Report API

https://people.zoho.com/people/api/v2/leavetracker/reports/bookedAndBalance

  • GETLeave Bradford API

https://people.zoho.com/people/api/v2/leavetracker/reports/bradford

  • GETEncashment Report API

https://people.zoho.com/people/api/v2/leavetracker/reports/encashment

  • GETLOP Report API

https://people.zoho.com/people/api/v2/leavetracker/reports/lop

 

  • POSTAdd Leave Balance API

https://people.zoho.com/api/leave/addBalance?balanceData=<balanceData>&dateFormat=<dateFormat>

Attendance API

  • POSTBulk Import API

https://people.zoho.com/people/api/attendance/bulkImport?data=<JSONArray>

  • GETFetch Last Attendance Entries API

https://people.zoho.com/api/attendance/fetchLatestAttEntries?duration=5&dateTimeFormat=dd-MM-yyyy HH:mm:ss

  • POSTAttendance Check In Check Out API

https://people.zoho.com/people/api/attendance?dateFormat=<dateFormat>&checkIn=<checkin time>&checkOut=<checkout time>&empId=<employeeId>&emailId=<emailId>&mapId=<mapId>

  • POSTAttendance Entries API

https://people.zoho.com/people/api/attendance/getAttendanceEntries?date=<date>&dateFormat=<dateformat>&erecno=<erecno>&mapId=<mapId>&emailId=<emailId>&empId=<empId>

  • POSTAttendance User Report API

https://people.zoho.com/people/api/attendance/getUserReport?sdate=<sdate>&edate=<edate>&empId=<employeeId>&emailId=<emailId>&mapId=<mapId>&dateFormat=<dateFormat>

  • POSTEmployee Shift Mapping API

https://people.zoho.com/people/api/attendance/updateUserShift?dateFormat=<dateformat>&empId=<employee Id>&shiftName=<shift name>&fdate=<FromDate>&tdate=<toDate>

  • GETGetting Shift Details Of Employee API

https://people.zoho.com/people/api/attendance/getShiftConfiguration?empId=<employee Id>&emailId<email Id>=&mapId<Mapper ID>=&sdate<startDate>=&edate=<endDate>

  • GETGet Regularization Records API

https://people.zoho.com/people/api/attendance/getRegularizationRecords

For more information and details on other endpoints, check out this detailed resource

Zoho People API Use Cases

  • Quick candidate onboarding with offer letter management, new hire portal, customizable workflows and status-view reports
  • Cloud-based attendance management system to generate insightful reports, regularize attendance, option to check in from anywhere 
  • Simple time off management tool with leave policy compliance, instant access to employee leave history, mobile leave applications and approvals and multi-location time off and holiday management
  • Productivity timesheets to view the details of the time spent on every project, task, and client, get a centralized overview of your tasks and time resources, calculate payouts faster with accurate employee time logs and automate invoicing
  • Shift scheduling to map employees to standard shifts, enable automatic shift rotation with a custom scheduler, mark, track, and analyze breaks and allowances
  • Performance management with 360-degree, continuous feedback system, to evaluate employees with customized performance appraisal methods
  • Case management to sort and organize employee questions, track their status, and reply promptly from a central location with an easily accessible knowledge base

Top customers

  • Zomato, an Indian multinational restaurant aggregator and food delivery company
  • The Logical Indian, an independent and public-spirited digital media platform for Indian millennials
  • IIFL Finance, a leading finance & investment services company
  • Meesho, an online shopping platform
  • Waterfield Advisors, a leading independent Multi-Family Office and Wealth Advisory Firm
  • DLT Labs, a global leader in the development and delivery of enterprise blockchain technologies and solutions

Zoho People API FAQs

  • What to do when you cannot use searchParams on Zoho People API (HTTP Status 400)? Answer
  • How to achieve webhook integration between Podio and Zoho People? Answer
  • How to get the attendance API from Zoho People in postman? Answer
  • What to do if permission is denied when trying to fetch records from Zoho People? Answer
  • How to parse through the following ZOHO People JSON string using VB.NET? Answer
  • How to write a custom function in Zoho People Deluge to fetch all the dates between from and to given? Answer
  • How to sync Zoho People with Google Calendar API for event time update without changing date? Answer

How to integrate with Zoho People API

To integrate your preferred applications with Zoho People API, you need valid Zoho People user credentials. In addition you also must have a valid authentication token or OAuth to access Zoho People API. 

Get started with Zoho People API

Integrating with Zoho People API requires engineering bandwidth, resources and knowledge. Invariably, building and maintaining this integration can be extremely expensive for SaaS companies. Fortunately, with Knit, a unified HRIS API, you can easily integrate with Zoho People API and other multiple HRIS applications at once. Knit enables users to normalize data from across HRIS applications, including Zoho People, 10x faster, ensure higher security with double encryption and facilitates bi-directional data sync with webhook architecture to ensure guaranteed scalability, irrespective of data load. Book a demo to learn how you can get started with Zoho People API with ease. 

API Directory
Feb 26, 2024

Ceridian Dayforce API Directory

11
mins

Ceridian Dayforce API Directory

Ceridian Dayforce is an all-inclusive human capital management system that helps employers take care of all stages of an employee’s lifecycle, across HR, payroll, employee engagement, workforce management, services, etc. It is a cloud based system. Ceridian Dayforce enables businesses to unlock workforce intelligence, empower people, and manage compliance.

With the Ceridian Dayforce Connector, developers can get access to the REST API of Ceridian Dayforce HCM, to facilitate integrations across their preferred applications. With this REST API, organizations can store all information regarding their employees and retrieve it as and when the need arises. 

Ceridian Dayforce API Authentication

Ceridian Dayforce API supports authentication in 2 ways. First, developers can limit and authorize access via token based authentication. In this mechanism, Ceridian Dayforce verifies the user’s identity to provide a unique access token for API access. Second, developers can leverage the basic auth connection for Ceridian Dayforce API authentication. Here, a username along with a password and API key is what users can use to facilitate API access and ensure reliable authentication. In addition, Ceridian Dayforce API comes with AES 256 encryption, to ensure that the  connection’s password/ credentials are safe. 

Ceridian Dayforce API Objects, Data Models & Endpoints

When working with Ceridian Dayforce API, you need to understand the data models, objects and endpoints. Here is a quick overview to get started:

Dependents

This object represents a dependent of an employee, including child, spouse, partner, etc. It contains data fields like first/last name, relationship, date of birth, gender, if the dependent is a student

Employee

This object covers all details relating to an individual or candidate who has been employed by the organization. It contains information or data fields like employee number, first/last name, preferred name, work email, personal email, groups, phone number, home/ work location, employments, manager, team, gender, marital status, employment status, start date, termination date, etc. 

Employment

This object represents a job position at any company. It contains data fields like employee, job title, pay rate, pay period, pay currency, effective date, employment type, pay frequency, etc. 

Group

A group is a subset in which an employee can be placed. Groups can be of multiple types, including teams, pay groups. At the same time, each employee can be a part of multiple groups. It contains data fields or information along the lines of name, type, etc. 

Location

This object represents the geographical area which can be associated with an employee. The location object contains data fields including name, street number, city, zip code, country, location type, state, etc. 

Team

Team as an object is a subgroup of a company like a department. Each employee is allocated to a particular team as a part of their employment. 

Time Off

This object comprehensively represents time off entries for all employees to get a complete picture of attendance in the organization. It contains details like employee, status, employee note, units, amount, request type, start time, end time, etc. 

Time Off Balance

This object represents the current status or balance remaining as a part of an employee’s allocated time off. This includes data fields like employee, balance, policy type, among others. 

Common Ceridian Dayforce API endpoints

  • GET/v1/Employees/{employee_id}/DependentsBeneficiaries

With this endpoint, you can get access to information about the dependents, including their name, date of birth, relationship, etc. 

  • GET/v1/Employees

This endpoint can be used to get any information needed about the employee, including employment, time off, time off balance, etc. 

  • GET/v1/employees/{employee_id}/TimeAwayFromWork

This endpoint helps get access to information about time off including start time, end time, request type, etc. 

  • GET/v1/Employees/{employee_id}/WorkAssignments

With this end point, users can get access to information about an employee’s work assignment focusing on location, zip code, country, among others. 

  • GET/V1/Employees/{employee_id}/CompensationSummary

This endpoint helps get access to information about the employment and payroll in general, including pay period, pay frequency, rate, etc. 

Merge interacts with this API endpoint to...

  • GET/V1/Employees/{employee_id}

With this endpoint, one can get information about a particular employee, including personal email, home location, ethnicity, employment status, etc. 

  • GET/v1/OrgUnits

This endpoint is used to gain access to information about an employee’s team and groups the employee is a part of. 

  • GET/v1/EmployeeBalancePeriods

With this endpoint, users get access to information about the time off balance and policy type for each employee. 

Ceridian Dayforce API Use Cases

  • Provides a unified view for all employees, giving all information regarding performance, payroll, time off and other details on one platform, preventing any toggling for users
  • Facilitates in-depth and real time analytics for all HR data to help employers understand the health of their organization and make well-informed decisions in a timely manner. It provides a vast catalog of standard reports along with the option to customize reporting based on organizational needs 
  • Curates insights for business intelligence and helps organizations with flight risk assessment to prevent attrition, gauge personality types, easily access performance data and understand status for each employee
  • Ensures self service for employees to empower them to get quick access to their pay details, benefits and all the other information they might need. It also allows employees to update personal information and other details on their own, following chat commands for smooth onboarding and updates
  • Promotes role based access and security to uphold high levels of data privacy. This ensures that confidential data has very limited access and employees are only able to view data which is required and relevant to their role
  • Helps with workforce management to make data-driven staffing decisions, utilizing flexible scheduling for better business outcomes, streamline absence management and overall optimize HR operations for greater efficiency and productivity
  • Makes hire to retire employee lifecycle seamless with AI based screening and automated onboarding, personalized learning recommendations and succession planning, employee engagement interventions and much more

Top customers

With ~6000+ customers, Ceridian Dayforce is a popular HRIS/ HCM provider for organizations, especially in the United States. Here is a list of the top customers that Ceridian Dayforce is servicing:

  • CBS News, the news division of the American television and radio service CBS
  • Gannett Co., Inc., an American mass media holding company 
  • Amphenol Corporation, a United States based Manufacturing organization
  • Travis Perkins, a United Kingdom based Distribution organization 
  • The Hanover Insurance Group, Inc., a United States based Insurance organization
  • Harley-Davidson, Inc., a United States based Manufacturing organization
  • Marrakech Inc., a diverse nonprofit organization

Ceridian Dayforce API FAQs

  • How to facilitate Ceridian Dayforce Integration with Active Directory? Answer
  • What is the Ceridian Dayforce HRIS API location? Answer
  • How to extract the URL to call the Authenticate API method with Dayforce API? Answer
  • How to navigate Dayforce Reporting Custom Field SQL? Answer
  • How to set up a token-based auth connection to Ceridian Dayforce? Answer
  • How to set up a basic auth connection to Ceridian Dayforce? Answer
  • How to set up the Ceridian Dayforce Environment? Answer
  • What is a Ceridian Dayforce Connector Example? Answer
  • How to configure Ceridian Dayforce REST Operations? Answer
  • How to enable testing of the Ceridian Dayforce APIs against your own environment? Answer
  • How to contribute to the Ceridian Dayforce Connector? Answer

How to integrate with Ceridian Dayforce API

To start your integration journey with Ceridian Dayforce API, you need to create an account on the Ceridian Dayforce Developer Network and the same can be accessed here. In addition, you can also check out this Ceridian Dayforce Connector Overview for a detailed snapshot.  

Get started with Ceridian Dayforce API 

Ceridian Dayforce HCM doesn’t provide its pricing publicly on its website. However, interested customers can fill in their details or get in touch with the sales team with this link to get an understanding of how much it would cost to get access to Ceridian Dayforce API. To make the integration process smooth with Ceridian Dayforce API or any other HRIS API, you can get started with Knit, one API for all your integrations. Sign up with Knit, and you can integrate with top HRIS API in a short span of time at a fraction of the cost. 

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