Overview
The Rippling integration allows you to sync time-off categories, time-off bookings, deletion of time-off bookings, and employees between Rippling and Productive.
This integration ensures that your time-off data is consistent and up-to-date across both platforms, simplifying HR management and project planning.
To set up the integration, you can start from Rippling or set it up directly from Productive.
Value of the Integration
Consistency
Automatically syncs time-off data, reducing manual entry and errors.
Efficiency
Simplifies HR and project management processes by ensuring accurate and current time-off data.
Convenience
Provides a single source of truth for time-off information, accessible in both Rippling and Productive.
Usage Scenarios
When to Use
Use this integration if you manage employee time-off in Rippling and want it to be reflected in Productive for accurate project and resource management.
When Not to Use
If you do not use Rippling for managing time off or if you prefer to manually manage time-off data in Productive.
Enable SSO Using Rippling
You can also enable SSO (Single Sign-On) using Rippling to sign in to Productive. Find out more about this functionality here.
Integration Setup: From Rippling
To set up the Rippling integration starting from your Rippling account, follow these steps:
1) Access the App Shop
Go to the Rippling App Shop and select Productive.
2) Connect Account
Click "Connect account."
3) Accept Required Scopes
You need to be the administrator for your company's Productive account to accept the required scopes.
4) Authorize Access
Confirm your sharing preferences with Productive and authorize access to your Rippling information.
5) Set Access Rules
Decide who should automatically get access to Productive when they join your Rippling account.
Decide when employees or consultants matching the access rules should get access to Productive.
6) Connect Productive Account
Connect your Productive account to Rippling.
7) Select the Organization and Finalize the Setup
You'll be redirected to Productive where you'll select your Productive organization. Tip: Make sure you are already logged into your Productive account for a seamless connection.
Integration Setup: From Productive
To set up the Rippling integration starting from your Productive account, follow these steps:
1) Visit the App Marketplace
Go to Settings > App marketplace.
Select Rippling.
2) Connect to Rippling
Click on "Connect app".
Tip: Make sure you are already logged into your Rippling account for a seamless connection.
3) Authorize Access
You will be redirected to Rippling’s authorization screen. Accept the required scopes to grant Productive access to your Rippling data.
4) Set Access Rules
Decide who should automatically get access to Productive when they join your Rippling account.
Decide when employees or consultants matching the access rules should get access to Productive.
5) Complete the setup
You will be redirected back to Productive, where you will receive a notification confirming that the integration is completed successfully or displaying any errors that occurred.
Integration Data Flows
Data Flow 1: Syncing Users
This integration syncs users from Rippling to Productive, meaning your Rippling employees are copied over to Productive provided you have enough available seats.
This is triggered and adjusted by setting up the integration.
Data Flow 2: Syncing Time-Off Bookings and Categories
This integration syncs time-off bookings and categories from Rippling to Productive's Resourcing.
This is triggered any time you request time off or delete a time-off booking in Rippling.
Manual Triggering of Data Flows
Data flows (the sync) can be manually triggered by visiting the App marketplace in Productive, selecting Rippling, and clicking on the arrows to sync the data manually.
FAQs
How can I avoid possible errors during the integration setup?
Ensure you have the necessary access rights in Rippling and Productive (having Admin permissions on both platforms is recommended).
Check that you have accepted all required scopes during the authorization process.
Make sure you have enough available seats in Productive before starting your integration setup.
What if I don't see all users from Rippling in my Productive account?
After finalizing your integration, go to the App Shop in Rippling, select Productive, and check if all necessary users have access.
If they don't, grant them access manually. How users are synced depends on the settings you choose during the integration setup.
Why isn't a time-off booking showing up in Productive?
Ensure the user's email address is the same in both Rippling and Productive.
Verify that the time-off period has been approved in Rippling.
Try manually syncing the data in App marketplace > Rippling > Sync manually.
How do I know if the sync is working?
You will receive a confirmation in Productive once the integration is set up successfully. Additionally, synced time-off bookings will be marked as imported when viewed in Productive's Resourcing.
