Snappy

What is the Last Activity section and how to use it

Understanding Last Activity

Integrations & API

What are Snappy HR Integrations?

A list of HR Integrations supported by Snappy

What HR systems can be connected to Snappy Gifts?

A list of the data Snappy looks at when you use an HR integration

What data does Snappy read from my HR integration?

Core concepts and overview of connecting your HR system.

Getting Started & Integration Fundamentals

Once your initial HR Connection is complete use this guide to help Configure your integration

How to Configure your HR Integration

The initial connection of your HR system to Snappy Gifts

How to Connect Your HR System

How to exclude recipients from your integration list on the Snappy Dashboard but through the Snappy Dashboard

Integration Filter - Excluding Recipients

HR Integration Advanced Mapping

How to Send Work Anniversary, New Hire, and Birthday Gifts using your HR Integration

How to resolve common alerts and keep your HR recipient data syncing smoothly.

This feature is only available for Elevated or Enterprise accounts.

Troubleshooting HRIS Integration Issues

Essential instructions for linking, mapping, and filtering your HR data.

HRIS & Employee Data Sync

How to configure a custom access level in BambooHR to enable user provisioning

BambooHR

Ceridian Dayforce

Deel

Guide to creating a HiBob integration with Snappy Gifts

HiBob

How to connect your Justworks account to Snappy Gifts

Justworks

Oracle HCM

Paycom

This is a setup guide for connecting Paylocity account to Snappy Gifts

Paylocity

A step by step guide to connect your Paycor account

Paycor

This guide will outline the steps needed to find your SAP SuccessFactors OAuth credentials and set up your integration.

SAP SuccessFactors

TriNet

UKG Pro

API key authentication using UKG Ready- setting up UKG Ready domain, short company name, API User Account, and permissions.

UKG Ready

Help guide for connecting Workday to Snappy Gifts

Workday

HR Provider Setup Guides

Messaging & Collaboration Apps

What is the Snappy Gifts Slack Integration?

How to Install the Snappy App for Slack

How to Add Slack as the Delivery Method to your Gift Campaign

Slack Support

Install and send gifts directly through Slack direct messages.

Slack Integration

What is the Snappy Teams Integration?

MS Teams FAQ

Microsoft Teams Support

How to install the Snappy MS Teams App

Microsoft Teams

Does Snappy Offer SSO?

Single Sign-On (SSO) with Snappy

Configure SSO with SAML on OneLogin

Configure SSO with SAML on Google

Configure SSO with SAML on Okta

Configure SSO with SAML on Microsoft Azure

Overview of identity provider support and enterprise login features.

Single Sign-On (SSO) & Security

Build custom gifting workflows using Snappy’s REST API.

Workflow Automation & API

A basic overview of the Snappy API capabilities

Does Snappy have an API?

What are common Snappy API use cases?

Are the Snappy API's secure?

Developer API

How to Connect with Zapier

How to Send Gift using Make

Chili Piper: Call Scheduling Integration

Connect no-code platforms like Zapier, Make, and ChiliPiper.

Workflow Tools

Tech jargon can make simple concepts sound incredibly complicated - we've broken down the process to set up an SFTP in an easily digestible format.

How to Set Up an SFTP Integration

How to resolve connection errors, missing files, and data sync alerts for SFTP.

This feature is only available for Elevated or Enterprise accounts.

Troubleshooting SFTP Integration Issues

Beta Integrations

Automate roster syncs using secure CSV file transfers.

Secure File Transfer (SFTP) & Beta Programs

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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