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ActionHRM Integration

How to configure and use Traffio's integration with ActionHRM human resources management solution.

R
Written by Rob
Updated over 2 weeks ago

Overview

Traffio's integration with ActionHRM allows you to update 'Person' records inside Traffio with information from the corresponding employee record in ActionHRM - ActionHRM acting as the source of truth.

Currently, the integration creates and updates person details such as;

  • First and last names

  • Email address

  • Date of birth

  • Gender

  • Employee reference

  • Phone numbers

  • Assigned depot

  • Status (eg: Candidate, Onboarding, Active, etc)

We plan to further expand the functionality of the integration in early 2026.

How to Connect Traffio to ActionHRM

Be sure to read the section on "Syncing Employees" before using the Sync All Data function for the first time.

The integration requires Traffio to communicate with ActionHRM programmatically using a Application Programming Interface ('API' for short). Use of this secure API requires some login credentials.

  • Sub-domain: This is the first part of the URL from which you access your ActionHRM interface. Eg: my-company is the sub-domain for the ActionHRM application found at https://my-company.actionhrm.com.

  • Username: The username used to connect to the API.

  • Password: The password used to connect to the API.

Refer to the ActionHRM support documentation to determine how to create a API username and password.

Establish a Connection

Be sure to read all of these instructions before using the Sync All Data function for the first time.

Now that you have the API credentials you need to enter them into the Traffio interface to establish a connection with ActionHRM.

Navigate to Integrations > Connections and create a new Connection by selecting the ActionHRM integration and entering a name of your choosing.

Enter your sub-domain, username and password into the fields that appear and click save to confirm your connection to ActionHRM.

If your connection to ActionHRM is successful, you will see a green bar appear confirming your connection. Do not click the blue Sync All Data button until you have read the "Syncing Employees" section below.

How the Integration Works

Information about each employee is synchronised from ActionHRM to Traffio by either clicking the Sync All Data button on the connection's Overview tab, or, automatically in the background every three hours if you toggle on the Enable Background Sync option.

Simply put, this synchronisation process creates new person records inside Traffio from ActionHRM employee records and updates details about existing people.

If you have already created people in Traffio before connecting to ActionHRM, the synchronisation process will avoid re-creating these existing people by matching the email address from the ActionHRM employee record to the email address on the Traffio person record. If a match is found, the existing Traffio person record will be updated with details from the corresponding ActionHRM employee record.

For this reason, it is important to ensure that all of your email addresses for people already in Traffio are up to date before connecting to ActionHRM.

If no match is found for the ActionHRM employee, a new person will be created in Traffio.

Each time the synchronisation process is run, the integration stores which Traffio person record corresponds to which ActionHRM employee record. These mappings can be viewed and adjusted from the Employees tab of the integration.

One of the important pieces of employee information that is sychronised from ActionHRM to Traffio is the employee's status. In both systems, the status informs important functionality and system access. The image below shows the relationship between ActionHRM and Traffio statuses:

Syncing Employees

Once you have established a connection with ActionHRM, you should configure the integration in the following order:

  1. Note the Credential Notifications option on the Overview is set as per your preference as people may be notified of their Traffio login details when you use the Sync Employees option.

  2. Click the Sync Locations button by selecting it from the extra drop-down options on the Sync All Data button.

  3. Once locations have been synced, navigate to the Depots tab and map your depots to the corresponding ActionHRM location.

  4. Now that your depots have been mapped, you can return to the Overview tab and click the Sync Employees (Dry Run) drop-down option. This 'dry run' option will provide you with feedback about what will happen when you use the Sync Employees option.

  5. If the information returned from the 'dry run' is what you expect, click the Sync Employees option.

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