Netvisor integration

Step 1: Create an API identifier in Netvisor

Step 2: Connect Huma to Netvisor

Step 3: Activate the integration. Synchronize users and choose how to handle conflicts or missing value

Step 4: Your connection between Huma and Netvisor is active 🥳

How to sync users

Important informations to the payroll clerk

Supported fields

Step 1: Create an API identifier in Netvisor

  1. Log in as administrator
  2. Open the company menu > API identifiers

    Screenshot 2024-07-04 at 12.13.50
  3. Create a new API identifier by clicking the button to the right

  4. Copy and paste the User ID and the Key to a separate document/note for later

  5. Make sure you have the correct API resource access rights. Open the company menu > API resource access rights

    Screenshot 2024-07-04 at 12.14.14
  6. Scroll down to the Salaries section and Allow these if they're not already allowed:image-png-Jul-04-2024-11-08-44-5289-AM
    1. 'employee.nv' - Allow
    2. 'getemployee.nv' - Allow
    3. 'getemployees.nv - Allow
    4. patchemployee.nv - Allow
  7. Get the Business ID. Open the company menu > Service ManagementScreenshot 2024-07-04 at 13.22.02
  8. Copy and paste the Business ID to a separate document/note for later

Step 2: Connect Huma to Netvisor

To access Integrations under System settings you'll need a System role with permissions to do Organization-wide settings. Read more here

  1. Login to your Huma account as administrator
  2. Go to 'Integrations'
  3. Open Netvisor

  4. Read through the documentation
  5. Click 'Set up' in the upper right corner
  6. Paste the Netvisor User ID, KeyBusiness ID and check the box to verify you have the proper authority.


Step 3: Activate the integration. Synchronize users and choose how to handle conflicts or missing values

  • After clicking 'Save' you will end up in the Synchronize users step
  • Huma will inform you of any conflicts or inconsistency between Huma and Netvisor and you will have to decide how to handle conflicts and/or missing values. You can decide wether or not you want to update Netvisor based on values in Huma or the other way around.



  • Click 'Next' and decide how you want to sync users between Huma and Netvisor.


    • If users in Netvisor does not exist in Huma, you can add users to Huma
    • If users in Huma does not exist in Netvisor, you can add users to Netvisor
  • After deciding on the above click 'Syncronize users'
  • Huma will now start synchronizing users with Netvisor. You will receive an email confirming the result.

Step 4: Your connection between Huma and Netvisor is active 🥳

Any changes made to supported fields in Huma (listed below) will be automatically updated in Netvisor in real-time. 

Please be aware that you need to sync users to get the latest changes from Netvisor. Changes made in Netvisor will not be automatically be updated in Huma. 


 

How to sync users

If you want to sync users manually you can always click "Sync users"

Please be aware that you need to sync users to get the latest changes from Netvisor. Changes made in Netvisor will not be automatically be updated in Huma. 

Important informations to the payroll clerk

Make sure the payroll clerk in your organization is informed about this before starting to use the integration.

Creating users in Netvisor via sync

If you’re creating users in Netvisor via synchronization from Huma, there are some fields that should be manually reviewed in Netvisor.

Under ‘Employee’s information’:

Payroll information - Salary model will be set to ‘No salary model’

Settlement points - The value of TyEl will be set to ’No handling’. This will cause an error when trying to update the employee. A suitable employment pension insurance needs to be selected.

Under ‘Employments’:

Term of employment - Will not be set

Employment end reason - When employment has an end date this will be set to ‘Employee’s own request’

Occupational class - Will not be set

Employment periods - Any changes to employment period in Huma will result in updating a single employment period in Netvisor

Grounds for employment - Will be set to ‘Working or employment relationship’

Synchronizing Employment type (Employment method in Netvisor)

From Huma to Netvisor:

Huma value   Netvisor value
Casual will be Employed
Consultant will be Leased employee
Permanent will be Employed
Temporary will be Employed
Trainee will be Trainee

From Netvisor to Huma:

Netvisor value   Huma value
Employed will be Permanent
Leased employee will be Consultant
Self employed will be Permanent
Trainee will be Trainee
Voluntary will be Temporary

 

Supported fields

Huma field Netvisor field
Email address* (REQUIRED)
employeebaseinformation.email

Huma requires this field’s value to be unique.

Identifications* (REQUIRED)

employeebaseinformation.employeeidentifier

The integration can’t unset or update this field’s value in Netvisor with the value in Huma.

Must be unique and valid Finnish National identification number (SSA)

Given name* (REQUIRED)
employeebaseinformation.firstname
Family name* (REQUIRED)
employeebaseinformation.lastname
Employment start date* (REQUIRED)
employementperiods[].startdate

The integration can’t unset this field’s value in Netvisor when the value is unset in Huma.

Job title* (REQUIRED)
employementperiods[].employmentperiod.profession

The integration can’t unset this field’s value in Netvisor when the value is unset in Huma.

 

Date of birth
employeebaseinformation.dateofbirth
Employment ID
employeepayrollinformation.employeenumber

Netvisor requires this field’s value to be unique.

Max. length 10 characters

Probation end date
employementperiods[].employmentperiod.probationenddate
Employment end date
employmentperiods[].employmentperiod.enddate
Employment type
employmentperiods[].employmentperiod.employmentmode
Nationality
employeebaseinformation.nationality

The integration can’t unset this field’s value in Netvisor with the value in Huma.

Gender
employeebaseinformation.gender

The integration can’t unset or update this field’s value in Netvisor with the value in Huma.

Date of birth
employeebaseinformation.dateofbirth

The integration can’t unset or update this field’s value in Netvisor with the value in Huma.

Address* (REQUIRED)
employeebaseinformation.streetaddress
employeebaseinformation.municipality
employeebaseinformation.postnumber
employeebaseinformation.country

All of the above must be filled in Netvisor if address should be synced to Huma

The integration can’t unset or update this field’s value in Netvisor with the value in Huma.

Phone number
employeebaseinformation.phonenumber

Huma requires this field’s value to be unique.

Bank account number
employeebaseinformation.bankaccountnumber
employeebaseinformation.bankidentificationcode