With the Sage HR integration, you can automatically transfer employee master data and absences from Sage HR to ZEP. Sage HR remains the leading system for the transferred data.
Data direction: Sage HR → ZEP
Product line availability
Note: The Sage HR integration is available in ZEP Compact and ZEP Professional. It is not included in ZEP Clock.
Prerequisites
To set up the integration, you need:
Access to the Interface Marketplace in ZEP
An API token from Sage HR – create it in your Sage HR account settings
The access credentials for your Sage HR environment
Setting up the integration
In ZEP, go to Administration > Interfaces → Interface Marketplace. Select Sage HR and click Add. You will be guided through the booking process in the self-service tool.
After booking, the integration appears in your interface overview. Configure the following settings there:
API token: Enter the token from your Sage HR account settings.
Username mode: Defines how ZEP creates usernames for newly imported employees – for example, from first and last name.
Default price group: Applies to all newly imported employees.
Display in cost accounting: Controls whether imported employees are included in ZEP cost accounting.
Data transfer
Employees
ZEP imports the following employee data from Sage HR:
Sage employee ID
Email address
First and last name
Mobile number
Personnel number
Start date
ZEP uses the Sage employee ID as the primary key for matching. Existing employees are automatically recognized and updated.
Absences
ZEP also imports absences from Sage HR. These include:
Assignment to the employee
Absence reason, for example vacation or illness
Start and end date
Indication of whether the absence is full-day or half-day
ZEP considers a three-year period – the previous, current, and next year. Long absence periods are automatically divided into segments of up to 65 days to ensure the data is reliably transferred from Sage HR.
Synchronization and log
ZEP synchronizes the data hourly in the background. Employees and absences from Sage HR are therefore automatically available in ZEP.
Sage HR remains the leading system for all imported data. Make changes to employees or absences in Sage HR – ZEP picks them up automatically in the next sync.
Note: Newly imported employees are created in ZEP with the configured default values (price group, cost accounting). These settings can be adjusted per employee in ZEP afterwards.