About data exported from this application to Celergo

The Export Employee Information to EPI form sends data to Celergo in a pipe-delimited flat-file. Initially, you can send all employee data to Celergo. After the initial data transfer, you can send only employee master data changes to Celergo. As changes are made in CloudSuite Industrial to employee data, they are captured in log tables, which are used to send changes-only data.

When data is sent to Celergo, an Effective Date is included. When sending all employee data, the current date is used. When sending changes-only data, the Effective Date is set to the RecordDate value in the log. You can override this value on the Export Employee Information to EPI form by selecting the Use Effective Date Override field.

Data sent to Celergo also includes an End Date. The End Date is used to track data that was deleted in CloudSuite Industrial. You can override the RecordDate value from the log by selecting Use End Date Override on the Export Employee Information to EPI form.

Celergo record types

This table shows the record types used in Celergo's data format.

Type code	Description	ERP tables	Example columns
PERS	Personal Details	employee	Name, Gender, Marital Status
JDET	Job and Payroll Details	employee, emp_salary	Department, Emp Type, Salary
ADDR	Address Details	employee	Addr##1-Addr##3, City, State, Zip, Country
BANK	Bank Details	prbank, emp_prbank	Bank Name, Transit Number, Account Number
CSFP	Country Specific Details	emp_country_specific_field	Country, Field Name, Field Value
PAYD	Payment and Deduction Instructions	employee	de_code##1-de_code##15, de_amt##1-de_amt15

Note: In CloudSuite Industrial you can split an employee’s multiple direct deposit bank accounts by a mixture of percent and amount. But Celergo accepts only percentages or amounts. Therefore, when integrating to Celergo, specify an employee’s bank accounts by percentage or amount. Celergo accepts only one direct deposit row per employee.