Zenegy Integration

Role: Company Admin
Portal: Actnation company portal
Prerequisites: You have a Zenegy account, or you can request a connection from whoever manages your payroll.

What Zenegy integration does

When you connect Zenegy to Actnation, your employee list is kept in sync automatically — every night. New employees are added, leavers are deactivated, and any changes to names or department data are updated without any manual work from your team.

This is the recommended employee setup method for any company already using Zenegy.

How to connect Zenegy

During onboarding:

1. On the Employee Setup step, select Payroll Connection.
2. Choose your connection method below.

After onboarding (from Settings):

1. Go to Company → Settings → Employee Setup.
2. Select Payroll Connection and continue.

Connection method A — Direct connection (you manage Zenegy)

1. Click Connect.
2. Authorize Actnation in your Zenegy account.
3. The connection is established immediately.

Connection method B — Request connection (someone else manages Zenegy)

1. Click Request Connection.
2. Enter the email address of the person who manages your Zenegy payroll account.
3. Send the request. They receive an email and authorize the connection on their end.

Verifying the connection worked

After connecting, go to Company → Employees and confirm your employee records appear with the expected statuses.

Payroll deduction sync (Payroll Giving companies)

For companies using Payroll Giving, the connection also works in the other direction: whenever an employee sets up, updates, or cancels a payroll donation, Actnation pushes the deduction rate and amount back to Zenegy, and uploads a donation certificate PDF for the employee's record — no manual entry needed on the Zenegy side.

When Zenegy completes its own payroll run, it notifies Actnation automatically, which then processes the corresponding payroll donations on the Actnation side. You don't need to trigger anything manually for this — it's driven entirely by your Zenegy payroll schedule.

Troubleshooting

Problem	What to do
Connection request has not been acted on	Follow up with the payroll owner who received the request email. The email may have gone to spam.
Employees are not appearing after connection	Wait for the nightly sync to run. If employees are still missing the next day, check search and filter settings in the Employees view.
Employee data looks outdated	A sync may not have run yet due to a transient issue. Actnation support can trigger a manual sync.

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