AccountantsWorld

Sync payroll data across all your clients from AccountantsWorld Payroll Relief into Audit1.

What syncs: Multi-client employee records, Payroll details & pay stubs, Client company information, Pay schedules

Best for: Accounting firms and bookkeepers managing payroll for multiple clients.

Prerequisites #

  • AccountantsWorld Payroll Relief account with admin access
  • Active client payrolls in AccountantsWorld
  • Active Audit1 account with employers already created for each client
  • API access enabled (contact AccountantsWorld if needed)

Setup #

1. Contact Support #

Email support@audit1.com with subject "AccountantsWorld Connector". Include your Audit1 org ID, account name, number of clients, and estimated total employees.

2. Get API Credentials #

Contact AccountantsWorld support. They'll provide:

Credential Value
Base URL https://api.payrollrelief.com/integration
Token URL https://auth.accountantsoffice.com/connect/token
Client ID Your OAuth client identifier
Client Secret Your OAuth client secret
API Key Per-employer authentication key (x-api-key header)
Grant Type client_credentials

3. Configure in Audit1 #

Enter credentials. Click Test Connection to validate. Then Retrieve Clients to see all your clients.

4. Map Clients to Employers #

Each AccountantsWorld client maps to an existing employer in Audit1. Employers must already be created in the system before syncing -- the connector discovers employers that are linked to AccountantsWorld via Settings connections and have valid API keys on file.

5. Configure and Go Live #

Setting Recommendation
Frequency Weekly (Monday mornings)
Scope Last 12 months

Syncs are triggered on the configured schedule via Cloud Scheduler or manually through the API. Test with 2-3 clients first, verify data, then enable for all clients.

Multi-Client Management #

flowchart LR firm["Your Accounting Firm"] clientA["Client A · Acme Corp"] clientB["Client B · Smith LLC"] clientC["Client C · Jones Inc"] data["Employees · Payroll · Audit Reports"] firm --> clientA firm --> clientB firm --> clientC clientA --> data clientB --> data clientC --> data classDef primary fill:#4f39f6,color:#ffffff,stroke:#4f39f6,stroke-width:2px; class firm primary
  • The connector discovers all employers linked to AccountantsWorld via their Settings connection
  • Each employer has its own per-client API key for data isolation
  • Sync runs process all ready employers, or target specific ones
  • Add/remove clients anytime by updating their Settings connection

How It Works #

The connector uses OAuth 2.0 client_credentials to authenticate with AccountantsWorld's REST API (not SOAP). A Bearer token is obtained from the token endpoint and used alongside a per-employer x-api-key header for API calls.

For each employer, the connector:

  1. Fetches employee list, client info, and pay schedules
  2. Pulls payroll details for the configured date range
  3. Fetches pay stubs for each payroll period
  4. Deduplicates against existing files in MongoDB (skips periods already synced)
  5. Transforms data to normalized CSV and uploads to the Audit1 ingestion pipeline

Each pay period becomes one file per employer in the system, with one record per employer+period tracked in the Accountants_world_pull_data collection.

Troubleshooting #

Problem Solution
Can't authenticate Verify Client ID, Client Secret, API Key, and Token URL. Confirm API access enabled with AccountantsWorld.
Some clients fail Check that the client has recent payroll data and is active. Verify the per-client API key is correct.
Missing data Verify date range includes the payroll periods you expect. Check that the employer exists in Audit1.
Slow sync Large client lists take longer. Syncs can be scoped to specific employers for faster iteration.

Need help? Email support@audit1.com with subject "AccountantsWorld Connector".