The Exact Bouw integration keeps your employee data automatically in sync. New employees in HoorayHR are automatically created in Exact Bouw, and changes are pushed through every night. HoorayHR is the leading system here: the integration never writes anything back to HoorayHR.
Set up the department field
The integration determines each employee’s department via an extra field in HoorayHR. This field probably does not exist yet, so you create it once:
Create an extra field in HoorayHR, for example called "Department". Preferably choose multiple choice as the type, with the department names as the options: this prevents typos from creeping in. Read here how to create an extra field.
Fill in the field for new employees, so employees who are not in Exact Bouw yet. Without a department, the integration cannot create them. For existing employees, you can leave the field empty; their department in Exact Bouw will then simply stay as it is. If you do fill it in, the integration will keep the department in sync with HoorayHR from then on.
Use exactly the same name as the department has in Exact Bouw.
Heads up: the integration searches for the department by name. "Execution" finds the Execution department, but "execution ltd" finds nothing.
Link employees to each other
In the settings step Employee mapping, you link each HoorayHR employee to the correct Exact Bouw employee. The integration already fills in a suggestion by comparing e-mail address and name. You only need to check and complete the suggestion.
Both columns filled in: these employees are linked to each other and updated.
Exact Bouw column empty: this employee does not exist in Exact Bouw yet and will be created and linked automatically during the first sync.
With the option Only sync mapped employees (on by default), the mapping table is the complete list: only employees listed in it are synced, and anyone who is not listed is skipped. New employees you add to HoorayHR later will only sync after you have added them to the table. Would you rather include all active HoorayHR employees automatically, including future ones? Then turn the option off.
Which fields are synced?
The integration sends the following data from HoorayHR to Exact Bouw:
First name — the preferred name is used if it has been filled in
Last name — according to the name format in HoorayHR, including last name affixes
Address — street, house number and addition are combined into one line
Postcode
Town/city
Phone number
E-mail address
Date of birth
Job title — goes into the Job title field in Exact Bouw
Department field — goes into the Department field, linked by name
Date of employment
End employment date — this way, the integration also processes employees leaving employment
BSN — only if "Sync BSN" is turned on in the general settings
Schedule — the hours per weekday go into the working hours Monday to Sunday, rounded to quarters
Linked extra fields — go into the free fields (custom attributes)
If you empty a field in HoorayHR, the next sync also empties it in Exact Bouw. Fields that are not in this list are never changed: whatever you enter there in Exact Bouw stays as it is.
Link your own fields
Do you want to include extra fields, such as a VCA number? In the settings step Custom fields, link a HoorayHR extra field to the matching free field (custom attribute) in Exact Bouw. You can only link a field if it already exists on both sides: as an extra field in HoorayHR and as a free field in Exact Bouw.
If an employee has selected multiple values in a multiple-choice field, the integration skips that field for that employee. Exact Bouw only has room for one value.
The integration recognises HoorayHR fields by name. If you rename a field in HoorayHR, also update this setting.
If you do not use extra fields, simply skip this step.
Frequently asked questions
A new employee in HoorayHR does not appear in Exact Bouw. Why is that?
If a new employee does not appear in Exact Bouw, check three things:
The employee is in the employee mapping. Leave the Exact Bouw column empty, and the integration will create them. By default, the integration only syncs employees who are in the mapping.
The employee is active in HoorayHR: they have accepted their invitation and have not been archived.
The department field has been filled in with a valid department name. Without a department, the integration cannot create anyone.
An employee is skipped with a message saying the department was not found.
The value in the department field does not match a department name in Exact Bouw. Make the names exactly the same. Existing employees are still updated; only their department stays unchanged.
An employee’s schedule is not updated.
Does the employee have a rotating schedule in HoorayHR, where even and odd weeks differ from each other? That does not fit into Exact Bouw’s standard week. The integration then skips the schedule and leaves the existing schedule in Exact Bouw as it is. The rest of the data syncs as normal.
What happens when an employee leaves employment?
Fill in the end date in HoorayHR. It appears as the end employment date in Exact Bouw, even if the employee has already been archived in HoorayHR.
I renamed a field in HoorayHR and now it no longer syncs.
The integration recognises extra fields by name. After renaming, update the setting where the field is used: the department field or the custom fields integration.
Related keywords: sync employees, department field, employee mapping, custom fields, free fields, VCA number, schedule, end employment, BSN, Exact Bouw.