Connection Center Overview

The hub where every payroll connection is configured — one global setup for payroll companies, or a per-account setup for insureds.

Beginner 6 min read Everyone

What you'll learn

What the Connection Center is
Where to find it in your portal
Global vs per-account scope
The connection methods
Connection statuses

Before you start

An Audit1 account (employer or payroll company)
A way to deliver payroll data (payroll software, files, or an IT system)

What Is the Connection Center?

The single hub for how payroll data flows into Audit1.

Almost everything in Audit1 starts with a connection. The Connection Center is where you create and manage it — payroll software connectors, SFTP, API keys, webhooks, AI agents (MCP), and email reporting all live here.

Start here. If an integration “isn't working,” the first thing to check is whether its connection was set up in the Connection Center.

Find It in Your Portal

Two portals, two paths.

Insureds (employers): Settings → Payroll → Connections in the Employer portal
Payroll companies: Settings → Connections Center in the Provider portal

Connections list in the employer portal — The employer portal Connections page — each active connection appears as a card with its status.

Global vs Per-Account Scope

The same connection types behave differently depending on who configures them.

Payroll companies set up one connection globally — it covers all their client employers at once. Files are identified and routed to the correct employer automatically by FEIN and policy number.

Insureds set up a connection just for themselves — everything they send belongs to their own account. No routing needed.

How It Works — global vs per-insured scoping — The provider Connections Center explains when to use a global connection vs a per-insured one.

Rule of thumb: serve many companies → go global. Report only for yourself → per-account.

Choose a Connection Method

Six ways in for employers, four for providers.

Employers click Create Connection and pick a method. You can have any combination active at the same time; each type allows one active connection.

Choose a connection method — The employer method chooser: Connectors, SFTP, API Keys, Webhook, MCP Server, Email Report.

Payroll companies get a guided setup with four methods — SFTP, API Key, MCP Agent, and Payment API:

Provider setup methods — The provider “Set Up Your First Connection” screen.

Connection Statuses

Know what each badge means.

Connected — active and syncing
Pending — created, waiting on requested credentials; you’ll be notified
Needs Attention — credentials failed; re-verify from the card’s Manage menu
Sandbox — test mode; data flows through the dry-run pipeline

That’s the map. Pick your connector below — each has its own short walkthrough with screenshots.

Continue learning

Previous All Tutorials Back to the tutorials index. Next tutorial Connection Center: SFTP Set up a secure SFTP channel for payroll files.