Zenefits

Availability: Business and Enterprise plan

Data-import integration with Zenefits allows you to pre-populate PandaDoc documents with data from Zenefits to easily send and esign them. This integration works with the Employee object in Zenefits. 

Connect Zenefits to your PandaDoc account 

1. Log in to both your PandaDoc and Zenefits accounts.
2. In PandaDoc, go to Settings on the left panel > Integrations > scroll down to Zenefits and click on it
3. Select Connect
   
4. In the popup, click Connect

Set up templates to pull information from Zenefits

PandaDoc data-import integration with Zenefits allows you to pre-populate information from Zenefits in your PandaDoc templates through variables.

Now let's dig deeper.

Import field values from Zenefits via variables

Pre-set a PandaDoc template with variables that will pull information from Zenefits each time you create a new document from this template.

1. Open your template (click here to learn how to create a new one) in PandaDoc
2. Go to Apps on the right panel
3. Click Zenefits
   
4. Select View related variables. You will see a list of available variables corresponding to a Zenefits employee's fields.
5. Copy and paste these variables with the square brackets into text blocks in your template

Import field values from Zenefits via fields 

You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets.

1. In your template, go to the Variables tab and scroll down to Zenefits variables
2. Copy a variable square
3. Click on a field in your template and select Properties on the floating panel
4. Paste the copied variable without square brackets into the “Merge field”

Once you create and send the document, the recipient will see the pre-filled data and will be able to update this field, provided the field has been assigned to them.

Create a document 

1. When in your template, select Use this template at the top right to create a document
2. Click on the employee record you need and select Link. Please note, you need to type the full email address of an employee record to find it using the search bar
3. In the next pop-up, assign recipients to roles and click Continue (select Skip to add recipients later) 

Once your document is created, variables will be populated with information from Zenefits.

You can easily refresh data in the document if information in Zenefits was updated or link it to another record.

To link a document to another object:

1. Go to Apps on the right panel
2. Click Zenefits
3. Click the Unlink (click Link document if your document wasn’t created from a pre-set template)
4. Select Link document, then choose an employee record and click Link

To update information in your document: 

1. Go to your Zenefits object and update the information
2. Then go back to your PandaDoc document 
3. Click Apps on the right and click Zenefits 
4. Select Refresh data