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Migrate an Existing Company

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You may have a User who has previously used Gusto.com for payroll. Instead of creating a new company for them, you can migrate their existing company to your system.

1. OAuth2 Connect

When migrating existing Gusto customers to your Embedded Payroll product, authentication is done using OAuth2. Numerous libraries implementing the protocol can be found on the OAuth2 homepage.

Only a primary administrator or full access administrator on the existing Gusto account can enable and authenticate your application’s access.

📘

Multiple Company Administrators

A user may also be an administrator for multiple companies. Your application should ensure the customer selects the correct Gusto account for linking.

a. Retrieve Authorization Code

The first step to Authentication is a user authorizing your application to access their information on Gusto and to receive an Authorization Code. To do this, you'll create a link to Gusto where they can approve access.

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Authorization Code

Expiration Time: 10 minutes

HTTP Method: GET

URL: https://api.gusto.com/oauth/authorize

Parameters:

  • client_id your client id. This is generated for you once you create an app in the Gusto developer portal.
  • redirect_uri the url you submitted when creating an application in the Gusto developer portal. Should the user accept integration, the user will be returned to this url with the code parameter set to the authorization code.
  • response_type the literal string code.

The link contains the parameters outlined above. Below is an example URL:

<a href="https://api.gusto.com/oauth/authorize?client_id=bbb286ff1a4fe6b84742b0d49b8d0d65bd0208d27d3d50333591df71c45da519&redirect_uri=https%3A%2F%2Fexample.com%2Fcallback&response_type=code">Authorize with Gusto</a>

The user will be prompted to log in to their Gusto account and authorize integration with your application for one or more of their companies.

After accepting, Gusto will generate an authorization code and the user will be redirected to the redirect_uri with that code attached. 

https://example.com/callback?code=51d5d63ae28783aecd59e7834be2c637a9ee260f241b191565aa10fe380471db

This parameter contains the authorization code that you will then use to obtain your first access token.

b. Retrieve an Access Token

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Access Token

Expiration Time: 2 hours

HTTP Method: POST

URL: https://api.gusto.com/oauth/token

Parameters:

  • client_id your client id. This is generated for you once you create an app in the Gusto dev portal.
  • client_secret your client secret. This is generated for you once you create an app in the Gusto dev portal.
  • redirect_uri the url you submitted when creating an application in the Gusto dev portal.
  • code the code being exchanged for an access token. This should be the Authorization Code received above (51d5d63ae28783aecd59e7834be2c637a9ee260f241b191565aa10fe380471db).
  • grant_type this should be the literal string "authorization_code"

Next, you will make a server-side request to Gusto with your authorization code to <https://api.gusto.com/oauth/token> with the parameters outlined above. These parameters should be POST data in the body of the request. In this case, the body of the request to <https://api.gusto.com/oauth/token> would look like this with a Content-Type of application/json:

curl --request POST \
     --url https://api.gusto-demo.com/v1/partner_managed_companies \
     --header 'accept: application/json' \
     --header 'content-type: application/json'\
      --data '{
        "client_id": "bbb286ff1a4fe6b84742b0d49b8d0d65bd0208d27d3d50333591df71c45da519",
        "client_secret": "cb06cb755b868a819ead51671f0f7e9c35c7c4cbbae0e38bef167e0e4ba64ee6",
        "redirect_uri": "https://example.com/callback",
        "code": "51d5d63ae28783aecd59e7834be2c637a9ee260f241b191565aa10fe380471db",
        "grant_type": "authorization_code"
      }'

The corresponding response will include both an access_token and a refresh_token

{
  "access_token": "de6780bc506a0446309bd9362820ba8aed28aa506c71eedbe1c5c4f9dd350e54",
  "token_type": "bearer",
  "expires_in": 7200,
  "refresh_token": "8257e65c97202ed1726cf9571600918f3bffb2544b26e00a61df9897668c33a1"
}

2. Get the Current User

With the access token, you can get the current User using the GET me endpoint. This will return an object that includes the list of companies this user is a payroll_admin for. The company uuids will be used to accept the Terms of Service and migrate the company.

curl --request GET \
     --url https://api.gusto-demo.com/v1/me \
     --header 'accept: application/json' \
     --header 'authorization: Bearer <<COMPANY_ACCESS_TOKEN>>'

const fetch = require('node-fetch');

const url = 'https://api.gusto-demo.com/v1/me';
const options = {
  method: 'GET',
  headers: {accept: 'application/json', authorization: 'Bearer <<COMPANY_ACCESS_TOKEN>>'}
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error('error:' + err));

This call will return an object that includes the list of companies this user is a payroll_admin for.

3. Accept Terms of Service

Using the uuid for the company you want to migrate, you can accept the terms of service using the POST partner_managed_companies/{company_uuid}/accept_terms_of_service endpoint. Each company added must accept the Terms of Service. 

curl --request POST \
     --url https://api.gusto-demo.com/v1/partner_managed_companies/{company_uuid}/accept_terms_of_service \
     --header 'accept: application/json' \
     --header 'authorization: Bearer <<COMPANY_ACCESS_TOKEN>>' \
     --header 'content-type: application/json' \
     --data '
{
     "email": "[email protected]",
     "external_user_id": "YOUR_SYSTEMS_ID",
     "ip_address": "192.168.1.2"
}
'

const fetch = require('node-fetch');

const url = 'https://api.gusto-demo.com/v1/partner_managed_companies/{company_uuid}/accept_terms_of_service';
const options = {
  method: 'POST',
  headers: {
    accept: 'application/json',
    'content-type': 'application/json',
    authorization: 'Bearer <<COMPANY_ACCESS_TOKEN>>'
  },
  body: JSON.stringify({
    email: '[email protected]',
    external_user_id: '2005648946132',
    ip_address: '192.168.1.2'
  })
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error('error:' + err));

4. Migrate Company to Embedded Payroll

To complete the migration of an existing company, you will use the PUT partner_managed_companies/{company_uuid}/migrate endpoint. This will complete the migration of the company to be managed by you.

Note that the email passed to the migrate endpoint must be the company signatory email, which you can retrieve using the GET companies/{company_uuid}/signatories endpoint.

curl --request PUT \
     --url https://api.gusto-demo.com/v1/partner_managed_companies/{company_uuid}/migrate \
     --header 'accept: application/json' \
     --header 'authorization: Bearer <<COMPANY_ACCESS_TOKEN>>' \
     --header 'content-type: application/json' \
     --data '
{
     "email": "[email protected]"",
     "ip_address": "192.168.1.2",
     "external_user_id": "YOUR_SYSTEMS_ID"
}
'

const fetch = require('node-fetch');

const url = 'https://api.gusto-demo.com/v1/partner_managed_companies/{company_uuid}/migrate';
const options = {
  method: 'PUT',
  headers: {
    accept: 'application/json',
    'content-type': 'application/json',
    authorization: 'Bearer <<COMPANY_API_TOKEN>>'
  },
  body: JSON.stringify({
    email: '[email protected]',
    ip_address: '192.168.1.2',
    external_user_id: 'YOUR_SYSTEMS_ID'
  })
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error('error:' + err));

5. (Recommended) Add an Admin

The user who OAuthed in Step 1 is the primary payroll administrator of the company. If you want to add more administrators, or change the administrator you can use the POST companies/{company_id}/admins endpoint.

curl --request POST \
     --url https://api.gusto-demo.com/v1/companies/company_id/admins \
     --header 'accept: application/json' \
     --header 'authorization: Bearer <<COMPANY_ACCESS_TOKEN>>' \
     --header 'content-type: application/json' \
     --data '
{
     "first_name": "Harold",
     "last_name": "Hill",
     "email": "[email protected]"
}
'

const fetch = require('node-fetch');

const url = 'https://api.gusto-demo.com/v1/companies/company_id/admins';
const options = {
  method: 'POST',
  headers: {
    accept: 'application/json',
    'content-type': 'application/json',
    authorization: 'Bearer <<COMPANY_ACCESS_TOKEN>>'
  },
  body: JSON.stringify({first_name: 'Harold', last_name: 'Hill', email: '[email protected]'})
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error('error:' + err));

Updated 7 months ago