HRM Integration (Finch)

#How Light connects to HRM systems

Light connects to HRM systems through Finch, a secure third-party connector that supports over 200+ HRM providers globally.

You or your Customer Success Manager (CSM) can check provider compatibility here: Finch Integrations

#Data synced into Light

Light imports key organisational employee data from your HRM, including:

• Name
• Email
• Manager
• Active / inactive status
• Entity (based on selected field)
• Department (if applicable)

Note: Payroll data is not synced.

#Sync frequency

Light receives employee update notifications from Finch automatically and processes them throughout the day — no manual sync is needed.

How often Finch refreshes data from your HRM system depends on your HRM provider (typically daily or weekly).

#User behavior in Light

When the HRM sync runs:

• New employees are automatically added to the Users list in Light
• Deactivated or terminated employees are automatically deactivated in Light (users are never deleted)
• A default base role is automatically assigned to all new users created via HRM sync

#Integration steps

#Step 1 — Customer connects HRM in Light

Go to Settings (gear icon) → Integrations → Add Integration → HRM

1. Log in using your HRM admin credentials

#Step 2 — Internal configuration by Light

After the HRM connection is established, Light configures the data mapping in the HRM sync workflow in Light using three key inputs provided by the customer (see below).

This setup is performed internally by Light — customers do not configure this step.

#Step 3 — First sync

Once the mapping is complete, the first sync will automatically pull employees into Light.

They will appear under Users after the next scheduled sync.

#Information required from the customer

1. Default Base Role

   • What role should be assigned to all synced employees by default?
   • Example: "Reimbursement Only"

2. Entity / Company Mapping Field

   • Which HRM field should Light use to identify the employee's Entity?
   • Examples: "Country of Employment", "Legal Entity", "Location"
   • Please provide the exact field name

3. Departments / Groups

   • Should Light import department or group information?
   • If yes, specify which HRM field represents this
   • Examples: "Department", "Team", "Business Unit"

#Key points

• Light connects to HRM systems via Finch
• Employees are auto-created and deactivated in Light based on HRM data
• Three customer inputs are required per integration
• Payroll data is not included in the sync

#Related articles

• Integrations overview
• User roles and permissions