Want to understand how your integration will behave after connecting? See: Integration Differences Between Accrue and Vestwell.

During the digital activation flow, you’ll be guided through a payroll connection step. For most providers, this happens automatically or with a few clicks. For some, additional steps are required outside the portal. This article covers every supported provider.

Note: Vestwell handles the integration setup for Accrue plans directly in the registration flow. Do not contact our Payroll Implementations team for integration setup – follow the steps in your registration flow and the instructions below.

API Providers (Auto-Connect During Registration)

Rippling

During your registration flow, you’ll be able to reconnect your Rippling integration directly. Vestwell will pull in contributions from the last 30 days starting after your plan effective date. Any pre-connection contributions from the prior 30 days will be pulled in automatically daily at 8am ET.

• SSO: Rippling Single Sign-On (SSO) is supported for both sponsors and participants and will typically be established within ~24 hours of connecting.

Onpay

During your registration flow, reconnect your Onpay integration. Pre-connection contributions from the prior 2 business days will be pulled in daily at 5am ET. For contributions older than 2 business days that appear missing, contact support.

Gusto

Complete the registration flow first. Afterward, navigate to your Contributions page in the employer portal, click the gear icon, and select “Connect to Gusto.” Follow the prompts to authorize the connection.

Note: Gusto does not have a contribution lookback period. If contributions were submitted at Accrue before the connection was made, they will not be automatically pulled in. You may need to submit these as an off-cycle file.

QuickBooks Online

During your registration flow, reconnect your QBO integration. Make sure you have an active subscription to both QuickBooks Online and Payroll. Vestwell reviews the prior 41 business days and pulls any unsent contributions once a week on Saturdays.

• If contributions appear missing and you can’t wait until Saturday, submit an off-cycle file or contact support.
• SSO: QuickBooks employer SSO is supported.

JustWorks

During your registration flow, reconnect your JustWorks integration. Vestwell reviews the previous 30 days and pulls any unsent contributions daily. If contributions still appear missing after a few business days, submit an off-cycle file or contact support.

Paylocity and Check

No action is required on your end. Vestwell has already ensured a seamless transition, and your integration has been set up. Vestwell reviews the prior 30 days and pulls unsent contributions daily. If contributions appear missing after a few business days, submit an off-cycle file or contact support.

SFTP Providers (Mostly Automatic)

Paycor and Namely

No action is required on your end. Your SFTP integration has been set up by Vestwell. There is no contribution lookback period for SFTP, but because integration is established at the start of your registration window, there should be a minimal gap.

PITCH Code Providers (Additional Steps Required)

Paychex, ADP WFN, and ADP Run

During your registration flow, you’ll see this message: “Your unique onboarding code to set up your ADP payroll integration is XXXXX. Please save this code for your records and follow the instructions to set up your integration.”

Save this code. You’ll need it to complete the integration setup in your ADP or Paychex portal. Note that you’ll be responsible for uploading contributions manually until Vestwell confirms your integration is active.

Note: For ADP Run and ADP WFN: your previous integration at Accrue was API-based; at Vestwell it will be via PITCH. Loan setup for employees will no longer be handled automatically through the integration – Vestwell will email you when an employee requests a loan.

Other SFTP Integrations (Supported)

Providers including Bamboo, Deel, Paycom, Proliant, Trinet HR Plus (Zenefits), Trinet PEO, Patriot, Toast, and Netchex: During your registration flow, you’ll see steps to set up your payroll integration. Follow the on-screen instructions. You’ll be responsible for uploading contributions manually until Vestwell confirms the integration is active.

Square Payroll

Your Square integration will be available once the Vestwell-Square connection is fully live. In the meantime, please submit contributions manually through the employer portal either by uploading a file or entering them directly on the Contributions page.

Providers Not Supported on Vestwell (QuickBooks Desktop, Solok’s)

QuickBooks Desktop and Solok integrations are not supported on the Vestwell platform. Going forward, you’ll submit contributions manually through the employer portal by uploading a pre-filled file or entering them directly. Vestwell will send reminders when contributions are due and provide resources to make manual submission straightforward.

If Your Payroll Integration Was Disconnected Before Your Transition

In some cases, a payroll integration may have been disconnected at Accrue before your scheduled transition date. If this happens, you may submit contributions manually until your registration window opens. Once you complete registration, you can reconnect your integration through the employer portal using the steps above.

What If I Recently Changed Payroll Providers?

If you switched payroll providers right before your Accrue-to-Vestwell transition, complete the registration flow and skip the integration step for your old provider. Contact support after registration, and we’ll help you connect your new provider.