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TriNet HR Platforms Integration

This comprehensive guide outlines the process of generating an API key within your TriNet HRIS account and linking it effectively using the Merge platform. By following the instructions provided, administrators can securely integrate their HR system and ensure a smooth data connection.

Note: TriNet HR Platform is a separate entity from TriNet. Previously known as Zenefits, it is now referred to as TriNet HR Platform or HR Plus.

Prerequisites

Before you begin the process, make sure the following requirements are met:

  • You hold administrator-level access for your organisation’s TriNet account.

  • Alternatively, you have been granted sufficient access by someone who has administrator rights.

  • You are familiar with the Merge platform’s account linking process.

Step 1: Generate an API Key in TriNet

To start the integration, you need to generate an API key through TriNet’s administrative dashboard. Follow the steps below:

  1. Log in to your TriNet dashboard and go to Admin Apps.

  2. From the list of available administrative options, open Company Profile.

  3. Locate and select Custom Integrations to access integration settings.

  4. Under the Rest API Access section, click the Add Token button.

  5. Assign the necessary access permissions depending on the requirements of the third-party system you are connecting to.

  6. Click Save to complete token generation.

The scope of permissions will vary depending on the data Merge is expected to access. Always confirm permissions with your data integration requirements.

Step 2: Copy and Paste the API Token

After creating the API token, the next step is to use it to link your account in Merge:

  1. Click the eye icon next to the newly created API token to reveal it.

    Reveal Token

  2. Use your mouse or keyboard shortcuts to copy the token.

  3. Head over to the Merge platform’s linking interface and paste the token in the required input field.

    Paste Token

If you face any validation errors, double-check that the token has been copied correctly without any extra spaces.

Step 3: Set Appropriate Permissions

Each integration may require different levels of access. TriNet allows you to specify access controls when generating the API token. Ensure the appropriate permissions are selected to allow Merge to retrieve employee data.

  • Confirm that all essential permissions under the People category are checked.

  • Additional fields may be required depending on how your Merge integration is configured.

Set Permissions

Revisit your permissions periodically to ensure that the integration remains compliant with internal security policies.

Example View of Integration

Once the linking process is completed, the Merge interface will reflect the successful connection. Below is an example view showing how the integration may appear:

Integration Example

Need Help?

If you encounter issues at any step:

  • Re-check the permissions granted to your API token.

  • Make sure you are copying the entire token string accurately.

  • Review the Merge documentation for the latest updates on linking procedures.

  • Contact your system administrator if access issues persist.

  • Still need help? Reach out to Merge support or explore our Help Centre for related articles and troubleshooting tips.

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