Integrate with Round2CRM

Follow these steps in Round2CRM to connect your company’s Gusto and Round2CRM accounts. Once your company’s accounts are connected, you’ll match your employees’ accounts so their payroll data can sync. If there are any employees whose data you don't want to sync to Gusto, you'll have the option to exclude anyone from syncing in Step 3. 

Step 1: Connect to Gusto from Round2CRM

1. Sign in to Round2CRM.
2. In the left menu, click Settings.
3. Go to the Integration tab.
4. In the Gusto tile, click Learn More.
5. If your company already uses Gusto, click Connect Gusto.
   • If you’re new to Gusto, click Try free for 90 days to create your account and get your first three months free. Once you set up your Gusto account, return to these steps to continue connecting your Round2CRM account. 
6. Enter your Gusto admin credentials and click Sign in. 
7. Select the business(es) you authorize Round2CRM to access.
8. Click Authorize.
   • You’ll be redirected to Round2CRM where the Gusto tile is now listed as “Connected.” 

Your Gusto and Round2CRM accounts are now connected, but stay signed in to Round2CRM and follow the below steps to finish setting up the integration. 

Step 2: Match your Round2CRM company to its corresponding Gusto account

Follow these steps in Round2CRM to select the Gusto account that corresponds to your Round2CRM account(s). 

1. In Round2CRM, go to the Sales tab.
2. Click ISO. 
3. The ISO page lists each company that you have a Round2CRM account for. For each company that you want to connect to Gusto, follow these steps: 
   • Click the name of the company.
   • Under “Gusto Account,” choose the company’s corresponding Gusto account.  
   • Click Save.
4. If you have more than one company, repeat these steps until you’ve selected the correct Gusto company for each one. 

Once your company accounts are matched, stay signed in to Round2CRM and follow the below steps to match your employees’ accounts. 

Step 3: Link your employees’ Round2CRM and Gusto accounts

To finish setting up the Gusto and Round2CRM integration, follow these steps in Round2CRM to indicate which of your employees should be synced with which Gusto profiles. This allows for proper payroll syncing later. 

There are 3 options for each employee’s data syncing status: you can link existing accounts to each other, add new employees to Gusto from Round2CRM, or ignore/unlink employee accounts (this prevents the employee’s data from being synced to Gusto).

1. In Round2CRM, go to the Management tab.
2. Choose Payroll.
3. Next to “Payroll” at the top of your screen, choose the company you want to link employees for. 
4. Click the Employees tab.
5. Here’s what each status in the “Ready for Payroll” column means:
   • Green checkmark: this employee is linked to their corresponding Gusto profile. Their hours and commission data will sync to Gusto payroll daily at 5am ET. 
   • Red x: this employee is not linked to a Gusto profile.  
   • Gray circle with a line through it: this status will appear if you choose to have the integration ignore the employee. Their payroll data will not be sent to Gusto. 
6. If your employees’ statuses in the “Ready for Payroll” are already set up as desired, the integration setup is complete. But if you want to change anyone’s data syncing status, click Link Employees in the top right corner. Then follow the relevant next steps below. 
   • To match an employee to an existing Gusto account: click the link icon next to their name (the link icon is the middle of the three icons next to each person’s name). Choose their Gusto profile and click Link. 
   • To add an employee to Gusto for the first time: click the add person icon (the first of the three icons next to their name). 
   • To unlink an employee and prevent their Round2CRM data from syncing to Gusto: click the ignore icon (the third of the three icons, a circle with a line through it). 
7. Once you’ve made your changes for each employee, scroll to the bottom of the list and click Update employees. 
8. Click the back arrow.
9. Click Sync Gusto Employees to finalize your updates. 
10. Review each person’s status in the “Ready for Payroll” column.
    • If any employee still requires action, they’ll have a red X next to their name. Hover over the X for next steps.  

If you didn’t choose to add any employees to Gusto for the first time, the integration setup is complete. Payroll and data automatically syncs from Round2CRM to Gusto daily at 5am ET. Payroll data is sent to the Payroll tab in Gusto (to view synced data, go to the Run payroll tab in Gusto and choose the pay period). 

If you chose to add any employees to Gusto for the first time, follow these steps to finish setting up and connecting their accounts.

1. Sign in to your Gusto admin account. 
2. Go to the People section.
3. Toggle to the Onboarding team members tab.
4. New employees you’ve added from Round2CRM are listed here—click their name to finish onboarding and add them to payroll.
5. Once the employee’s Gusto account is set up, Round2CRM will automatically update their link status at 5am ET the next day. 

Each time you hire a new employee, follow these steps to connect their Gusto and Round2CRM accounts. You have two options to connect their accounts: you can create both accounts from Round2CRM, or, create an account in both Gusto and Round2CRM and then link them. 

Option 1: Create an employee’s account from Round2CRM

1. In Round2CRM, add the new hire to your company’s account. 
2. Go to the Management tab.
3. Choose Payroll.
4. Next to “Payroll” at the top of your screen, choose the new hire’s company.
5. Click the Employees tab.
6. Click Link Employees. 
7. Next to the employee’s name, click the add person icon (the first of the three icons next to their name).
8. Scroll to the bottom of the employee list and click Update employees. 
9. Click the back arrow.
10. Click Sync Gusto Employees.
11. Sign in to your Gusto admin account. 
12. Go to the People section.
13. Toggle to the Onboarding team members tab.
14. The employee’s new profile is listed here—click their name to finish onboarding and add them to payroll.
15. Once the employee’s Gusto account is set up, Round2CRM will automatically update their link status at 5am ET the next day. 

Option 2: Set up an employee’s Gusto and Round2CRM accounts and then link them

First, add the employee as a new hire in Gusto and create their Round2CRM account. If their name and email matches in both systems, the integration will likely auto-link their accounts at 5am ET the next day. Follow these steps to check or update their link status:

1. Sign in to Round2CRM.
2. Go to the Management tab.
3. Choose Payroll.
4. Next to “Payroll” at the top of your screen, choose the new hire’s company.
5. Click the Employees tab.
6. Click Link Employees. 
7. Next to the employee’s name, click the link icon (the middle of the three icons next to their name).
8. Choose their Gusto profile.
9. Click Link. 
10. Scroll to the bottom of the employee list and click Update employees. 
11. Click the back arrow.
12. Click Sync Gusto Employees to finalize your updates. 

If their accounts are linked successfully, a green checkmark appears next to their name. The next time you send data from Round2CRM to Gusto, the employee’s data will be included for payroll. 

If there’s still a red X next to an employee's name, hover over it for next steps. 

Payroll data automatically syncs from Gusto to Round2CRM daily at 5am ET. If you need to send data sooner, follow these steps to run a manual sync.

1. Sign in to Round2CRM.
2. In the left menu, go to Management.
3. Choose Payroll.
4. Go to the Submit Payroll tab.
5. Review the hours, commission, etc. that will be sent to Gusto for each employee. 
6. Click Send payroll to Gusto.
7. Click Send to Gusto. 

The data from Round2CRM is sent to the Payroll tab in Gusto (to view synced data, go to the Run payroll tab in Gusto and choose the pay period). 

Errors when setting up a new Gusto company

If Round2CRM gives you an error message about an invalid email address, make sure your company email, address, and phone in Round2CRM are correct. 

Connection error messages

If you see either of these error messages in Round2CRM:

• “Could not retrieve Gusto Employees. You might try creating a new session in the Setting/Integration Link.”
• “Round2 was not able to sync with Gusto, You may need to refresh your connection in settings.”

Try disconnecting and reconnecting the integration: 

1. In Round2CRM, go to the Settings tab.
2. Click Integration.
3. In the Gusto tile, click Disconnect.
4. Reconnect to Gusto by clicking Learn More. 
5. Click Connect to Gusto. 
6. Enter your Gusto admin credentials and click Sign in. 
7. Select the business(es) you authorize Round2CRM to access.
8. Click Authorize.
9. You’ll be redirected to Round2CRM where the Gusto tile is now listed as “Connected.” 
10. You may need to re-link your company account and employee profiles again.
    • To check and re-link your accounts, follow the steps in the first accordion of this article, “Set up the Gusto and Round2CRM integration.” Specifically, check out “Step 2: Match your Round2CRM company to its corresponding Gusto account” and “Step 3: Link your employees’ Round2CRM and Gusto accounts.” 

Contact Round2CRM directly at support@butlerbizsys.com or 800-283-9037.