Before you start

To connect Sage HR to Reachdesk, you need:

• Your Sage HR subdomain

• Your Sage HR API key

Find your Sage HR subdomain

Your subdomain appears in your Sage HR URL and usually matches your organization name. 

Example: https://[subdomain].sage.hr

Find your Sage HR API key

1. Log in to Sage HR.

2. Click your name in the top-right corner.

3. Select Settings.

4. In the left-hand menu, go to Integrations.

5. From the dropdown, select API.

6. Click ENABLE API ACCESS.

7. Copy your API key and store it securely.

Connect Sage HR to Reachdesk

1. In Reachdesk, go to Account > Integrations from the left-side menu.

2. Scroll to the Sage HR integration.

3. Click Connect.

4. In the pop-up window, paste your Sage HR subdomain and API key.

5. Click Submit.

Once submitted, the integration is connected. Reachdesk can now use your Sage HR employee data for sending and automation.

Sync timing

• Initial Sync: After you connect, employee data can take up to 1 hour to become available in Reachdesk.

• Ongoing Sync: Reachdesk syncs Sage HR data daily at 7:00 AM UTC. If data is still unavailable after 24 hours, please contact support@reachdesk.com. 

What happens after setup

Once the integration is active, you can use Sage HR employee data in Reachdesk to send gifts to employees or automate employee gifting workflows (such as birthdays or work anniversaries) using Automated Campaigns. Read more about this here: How to Create Automated Campaigns for Employee Gifting.

Frequently Asked Questions

Who can set up the Sage HR integration in Reachdesk? 

Only one user needs to connect the integration between Sage HR and Reachdesk. This user should have broad visibility in Sage HR.

Who can use the integration data after setup? 

Any user with access to the Reachdesk platform can use the data from the integration once it is connected. To ensure the integration works effectively, the connecting user’s Sage HR permissions should include access to:

• Employee Birthday and Start Date information

• Address information

• Employment status

How do I prevent gifts from sending to employees who haven't started yet? 

Reachdesk pulls data for all employees. To ensure a gift (like a welcome or birthday gift) doesn't fire before an employee's first day, we recommend adding a filter in your campaign setup where Employment status is Active.

What happens when an employee leaves the company? 

Reachdesk automatically excludes any employees who have a terminationDate in the past. If an employee has resigned but their termination date is in the future, they will remain eligible for sends until that date passes.

Who can create automated campaigns using Sage HR data? 

Only Reachdesk Admins or Campaign Managers can create automated campaigns.

Can I connect more than one HRIS in Reachdesk? 

No. You can connect only one HRIS per organization at a time. To switch to a different HRIS, you must first disconnect Sage HR before connecting the new provider.

Does Reachdesk write data back to Sage HR? 

No. Reachdesk has read-only access. Sage HR remains your source of truth; Reachdesk will not push updates or new records back into your Sage HR instance.