TriNet requires a Client ID and Secret, which you'll need to have provisioned for your account by the TriNet's team. You can get this provisioned for you by filling out this form.

Filling out the TriNet Solution Engineering Intake Form

1.) For the first step, select that you are a TriNet customer. For steps 2-6, answer basic business information about your company.


2.) For Step 7, there are two ways of answering, depending on your 3rd party platform:

If the platform you want to integrate with is a third-party pre-built integration, check Third-Party Pre-Built Integration:

Then for Steps 8-10:

  • Step 8: locate the proper category

  • Step 9: find the particular product you're integrating with

  • Step 10: press New Setup

  • For example, if I wanted to integrate with Assembly:


If the the platform you want to integrate with is NOT a Third-Party Pre-Built Integration, select Custom Integration:

(A way to check is by clicking Third-Party Pre-Built Integration and seeing if it is on the list, and if it is not go back to Step 7 and select Custom Integration.)

  • Step 8: Select 'Other' and fill out the name of the application you're integrating with.

  • Step 9: provide TriNet details on the what need to be able to access in terms of data for the integration to work. (Copy and Paste the endpoints and scopes in your TriNet form.)

We recommend listing that you need access to the following endpoints:

GET /company/{company_id}/departments

GET /company/{company_id}/employees?viewType=All

GET /company/{company_id}/locations

GET /company/{company_id}/payroll-schedules

GET /manage-company/{company_id}/org-details

GET /payroll/{company_id}/{employee_id}/paychecks

And the following scopes:

basic-read

hr-admin-read

hr-pay-read

hr-personal-read


3.) The final screen will have you Review and complete Company Officer Information, after which a TriNet representative will be in touch with you, typically within three to five business days.


Finding your API Key and Secret:

1.) After the id and secret get added to your account, you can log into the Developer Portal, click on your email address in the upper right, and select Apps.

NOTE: You'll need to sign up for a Developer Account if you don't already have one since that is how TriNet deliver these credentials, which you can do here.

2.) You'll click the relevant app and then copy the API Key and Secret into Merge Link!


Finding your Company ID:

  1. In your TriNet portal, go to Money.

  2. Navigate to Paychecks and Statements.

  3. View a paycheck.

  4. Find Company ID.

  5. Paste your Company ID in Merge Link.

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