PayFit Integration

Description

The PayFit Integration enables seamless synchronization between PayFit’s payroll platform and Odoo’s accounting system. This integration automates the transfer of payroll data, including salary expenses, employer contributions, and net payments, directly into Odoo, enabling businesses to streamline payroll accounting, ensure financial accuracy, and synchronize employee contracts.

Configuration

In Debug mode, navigate to Settings > Users & Companies > Users, and select the user(s) who should be No / User / Manager.

Configuration

Navigate to PayFit > Settings > Configuration to configure the integration. Click on the new button to create a PayFit Configuration.

Note: Only one configuration should be active at a time.

Register the Callback URLs in PayFit, or feel free to contact us at payfit@sodexis.com if you need help registering the URL with PayFit. And coordinate with PayFit to enable the Scope on your PayFit account.

PayFit URL Request :

https://payfit-survey.typeform.com/to/gfAtCQ3N?typeform-source=developers.payfit.io

Fields to Configure:

• PayFit Client: Enter the client ID provided by PayFit
• PayFit Client Secret: Enter the client secret supplied by PayFit
• Grant Type: As specified by PayFit (e.g., client_credentials)
• Scope: Select the appropriate scope from the dropdown. These are populated automatically based on the available permissions from PayFit.
• PayFit Activity Reviewer: Select a user to receive activity notifications when a PayFit sync fails.
• Company: Automatically set based on the currently logged-in user’s company

Required URLs:

Scope

Coordinate with PayFit to enable the Scope on your PayFit account to use it in Odoo. Displays an enabled list of all scopes provided by PayFit, which define the specific permissions and access levels that can be granted when integrating with PayFit’s API.

[Note: Collaborators- read, Contracts- read, Accounting- read, Contracts- payslips: read, and Time- read are necessary for PayFit Connector]

Logs

This section captures a detailed log of all communication with the PayFit API. Each log entry includes:

• Date and time of the request
• Status or response message
• Any error or success indicators

These logs support effective troubleshooting and traceability of integration activities.

Functionality

Connector

After configuring the credentials, navigate to PayFit >  PayFit: Connector, and open the connector.

This will open a new window for authentication with your PayFit account. Click on ‘Authorise’ to continue the company syncing process. Once authenticated, the PayFit Company Serial will automatically populate in your company’s record in Odoo.

Note: Whenever a sync is initiated, it will ask for the PayFit Authorization.

After completing the company sync, the ‘Sync PayFit’ button will be visible. Last Connected Date shows the Date and Time of the previous sync.

Navigate to the Accounting tab within the connector:

• Accounting Date: The accounting date in Odoo determines which month’s payroll data is retrieved from PayFit. When the journal entry is generated, Odoo automatically assigns the Month-end date as the bill date.”
• Journal: The selected Journal used to post the Accounting entries.
• Post Entries: Enable this to post journal entries created during the sync automatically.
  
  

Group Entries by Account:

By enabling this boolean, the system will create a single journal entry grouped by account for all employees, instead of generating separate entries for each employee. The debit and credit amounts are consolidated by summing the totals for each account and creating a single entry line accordingly.

Is PayFit Group Entries (In Journal Entry form) a read-only field that is
automatically enabled when the journal entry is created during the PayFit sync — with the 'Group Entries By Account' option enabled — to indicate that it was generated as a grouped entry.

Under the Contracts Absences tab:

Enable the ‘Get Absences List’ boolean to generate the absences list based on the dates specified in the ‘Employee Collaborator Absence Start Date’ and ‘Employee Collaborator Absence End Date’ fields. Then, click on ‘Get Contract’Absences’ button to generate the report.

Click on the Print Report button to download the generated absentees report. The ‘Last Generated Date’ field shows the date of the latest Absentees report generated.

Under the Logs tab, the status Log displays the last response of the process.

Click on the “Sync-Payfit” button to start the syncing process.

After a successful sync, the newly created contracts and accounting entries will be shown in the smart button above.

The “Journal Entry” smart button provides the list of accounting entries created during the sync.

• To access the list of newly created contracts generated during the synchronization, click the “Contract History” button.
• This will open the each employee contracts in a list view.
  

• Selecting a contract will redirect you to the corresponding employee form view, where the contract details are available under the Payroll tab.

Sync Failure Handling and Activity Creation

Whenever a sync with PayFit fails, an activity will be automatically created for the PayFit Activity Reviewer in Odoo. This activity prompts the reviewer to create or modify the necessary data to resolve the issue. The activity reason will indicate the nature of the failure. Possible reasons include:

• PayFit Sync Failed - Accounts Not Found: If any account codes are not found in Odoo, an activity will be created with the list of accounts that need to be created.
  
  
  
  

PayFit Sync Failed - Employees Not Found: If any employee names, emails, and company names do not match in Odoo, an activity will be created with the list of employees that need to be created.

Contracts Creation Logs: This notifies the reviewer that one or more contracts have been created multiple times, and the contract stage needs to be updated from Draft to Running, as Odoo does not support running the same contract more than once.

Sync Failed: Duplicate JE: If PayFit is synced again for the same period using either group entries or individual entries, the sync will fail, and an activity will be created for the Reviewer to review.

Frequently Asked Questions

Which version is the app available for, and where can I find it?  

The app is available for version V17, V18 & V19. You can find it in the Odoo App Store.

What Odoo edition is the PayFit module compatible with?

Customers who are self-hosted or hosted on Odoo.sh can install the modules.

However, it is not compatible with Odoo Online (SaaS) — because Odoo Online does not allow the installation of third-party modules, including the PayFit connector

Customers on Odoo Online hosting who are currently on a “minor” version, such as V17.1,V18.1, & V19.1…, would need to downgrade to a stable version like V17.0/ V18.0/ V19.0 and then switch to Odoo.sh hosting before they can install the Sodexis PayFit connector (like any other third-party module).

What can I do if I need support and assistance with installing and using the module?

For help with the PayFit module, you can purchase a Sodexis Success Pack through this link, which provides additional resources and personalized assistance from our team for installation, setup, and ongoing functionality.

How to get the PayFit Client, Client Secret, Grant Type, Token URL, and OAuth Button URL to configure a PayFit Connector in Odoo?

You can ask PayFit to get those credentials to connect Odoo with PayFit.

What happens if the Employee or Chart of Account (COA) is not available in Odoo during the sync?

If the Employee name and Email or the COA do not match or are not available in Odoo, then the sync adds an activity in the PayFit Connector with the list of COAs and/or Employee names to be created in Odoo.

Now, Payfit supports multi-company Chart of Accounts (COA) functionality across all versions.

Does it support dual sync (both Odoo ➜ PayFit and PayFit ➜ Odoo) for employee and contract creation?

At this time, dual sync is not supported. The integration currently allows data to flow from PayFit to Odoo for payroll-related accounting purposes.

However, support for syncing employee and contract data from Odoo to PayFit is on our roadmap and may be implemented in the future based on sponsorship or demand. Please contact us at payfit@sodexis.com if this functionality is important for your organization and you would like to learn more about how to sponsor this feature.

What do I do if I have more questions?

Email payfit@sodexis.com for any additional questions or issues.

What do I do if the instructions included in these FAQs do not work?

Check to make sure you're using the most recent version of the PayFit connector. If necessary, update the module and try again.

Document Version:1.0

Creditors

Contributors

For additional information regarding the PayFit integration, feel free to contact us at Sodexis via email at 📧 payfit@sodexis.com or visit our website at 🌐 https://sodexis.com/odoo-payfit-integration

This module is maintained by Sodexis.