NMBRS integration

With the NMBRS integration, employees are added to Epassi automatically and joiners and leavers are updated daily.

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

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

This integration grants Epassi '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, Epassi checks the Employee Type field and takes an action

Requirements to set up the 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
  • Customer login
  • All Templates provide sufficient rights to set up the integration.
  • Company login
  • Note: these are the only login types supported for setting 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 Epassi

• If you have access to multiple Debtors with a single NMBRS account, you can select the Debtors you would like to sync with Epassi during the integration setup.

I am an accountant, can I set up the integration for my customer?

The integration is optimized 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 integration

1. Go to the Integrations page in the portal
2. Choose 'Add integration'
3. Choose NMBRS
4. Follow the instructions in the portal

Optional: selective employee sync

Want to sync employees selectively? Add an extra field in NMBRS to indicate whether an employee is eligible for Epassi. Follow these steps to set it up:

1. Add an extra field in NMBRS (https://support.nmbrs.com/hc/en-us/articles/360016119092-Adding-extra-fields)
   • Field name: alleo_access
2. b. Field type: yes/no
3. Update the field for the employees in NMBRS to match the required setting

Optional: assigning different budgets

If you would like to vary the Epassi 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. (Assigning budget to employees in the Manager Portal)

Which data is exchanged once the NMBRS integration is set up?

The basic NMBRS integration makes use of the NMBRS SOAP API (https://support.nmbrs.nl/hc/nl/articles/5266433798930-Nmbrs-REST-API-informatie-voor-accountants) . 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 Epassi for the functionality of the integration, 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