How to use detamoov to Automate Payroll Report Delivery via Email for isolved Partners

 

This article provides a step-by-step guide for iSolved partners to leverage detamoov for automated payroll report delivery to clients via email. This process allows you to securely transfer payroll reports (typically summaries or check registers) in PDF format and have detamoov handle the email distribution.

 

Benefits:

 

• Streamlined Workflow: Automate report delivery, saving time and effort.
• Secure File Transfer: Utilize SFTP for secure data transmission between iSolved and detamoov.
• Convenience for Clients: Deliver reports directly to their inbox.
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Steps:

 

1. Configure iSolved SFTP Settings:

• Within iSolved, establish a data transmission setting that instructs the platform to SFTP payroll reports to detamoov for processing.

 

2. Adopt the moov in detamoov :

 

• Navigate to "moovs" in the detamoov menu and click "ADD."

 

 

• Select the "Other" folder and select the moov "Send Report as Attachment via Email."

 

 

• Click "Use This Moov" and acknowledge any pop-up messages.

• Click the cog icon next to "Action - Send File" and toggle off "Use default parameters".
• Enter your business email address and the client's email address in the "Reply To" field.
• Save changes.

 

 

3. Add Client Information:

• Click "ADD" in the moov configuration box to configure client details.

 

 

• Select an existing client or create a new one using the "+" sign.
• Set the "Status" to "Active."
• Choose the client's payroll frequency for "Expected Frequency."
• In "File Name Starts With," enter the client or company code used within your payroll platform (this code should be at the beginning of the file you send to detamoov).
• In "File Name Contains," specify the specific payroll report name you want to send.
• Click NEXT.

 

 

• Toggle off "Use default parameters" for the "Action Send File".
• Add the email addresses and reply to email.
• Click NEXT.

 

 

• Verify the moov configuration and click SAVE.

 

Important Notes:

 

• Create separate moovs for each report you want to send to a client. Ensure the report name matches the value entered in "File Name Contains."
• The detamoov reply email address is "[email protected]."

 

By following these steps, you can establish an automated workflow for delivering payroll reports to your clients directly from isolved using detamoov's email functionality. This not only saves time but also ensures secure and timely report delivery.