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Nourish Care Integration

This article walks you through connecting your Nourish Care application with Workforce.com.

Workforce has a live integration with the care management system Nourish Care.

The integration:

  • Syncs new employee data

  • Syncs updated employee data

  • Archives deactivated staff

Below are the steps to configure staff profiles, create the custom field needed to store required information, and connect both platforms.

Step 1: Set up employees in Workforce

Nourish requires three fields for every employee: name, email, and role. Here's how to set each one up.

Name and email

  1. Go to Workforce > Staff > Employee > Personal tab to add or update the employee's name and email.

  2. After entering the email, click Update Employee Details (blue button) to save.

Role

Workforce doesn't store an employee's role natively, so you'll create a custom field for it under Settings > Customise & Extend [Company Name] > Custom Fields.

Create the Role custom field

  1. On the Custom Fields page, click + New Custom Field.

  2. Fill in the field:

    • Name: Role

    • Type: Text

    • Required: your choice

  3. Click Create to save.

Enter Role information for each employee

  1. Go to the employee's profile and open the Personal tab.

  2. Under Custom Fields, find Role and enter the employee's job title. (this only appears once at least one active custom field exists, and requires "read sensitive data" permission to view).

  3. Save the change.

Repeat this for each employee who needs a Role recorded.

Step 2: Set up the integration in Workforce

  1. Go to Settings > Integrations > Payroll Integrations.

  2. Click + New Payroll Integration.

  3. Select Nourish, then click Connect to Nourish.

Configure the integration

  • Applies To: choose Everyone, Default locations, or Pay Groups to set which staff the integration covers, or select Inactive to disable the integration without deleting it.

  • Custom Name (optional): an identifiable name for this integration.

  • Token (under Nourish Settings): generated by Workforce, copy this and paste it into your Nourish account (see Step 3).

Note: A separate integration is required for each Unit in Nourish. If you have 3 Units, you'll create 3 integrations in Workforce.

Step 3: Add the token in Nourish

Workforce generates a token to authorize the connection.

To add the Token to Nourish:

  1. Go to Settings > Extensions.

  2. Locate Workforce in the list of extensions.

  3. Enable the toggle for Workforce, then enable the toggle for each Unit you want to sync (each Unit needs its own token).

  4. Click the pencil icon to reveal the token field.

  5. Copy the token from Workforce and paste it into the Token field in Nourish.

Outcome

Once configured, you'll have:

  • Established the integration to Nourish from Workforce

  • Enabled the integration to Workforce from Nourish

  • Ensured all mandatory fields are populated for staff

Going forward:

  • A new employee created in Workforce creates a new Carer in Nourish

  • An updated employee in Workforce updates the matching Carer in Nourish

  • Deactivating an employee in Workforce archives the Carer in Nourish

FAQ

How often does the sync run?

Once established, data syncs and archives every hour, on the hour.

What information is captured when a new Carer is created?

First Name, Last Name, Email, Phone Number, Role.

What information is updated on an existing Carer?

First Name, Last Name, Email, Phone Number, Role.

Why is my employee information not syncing from Workforce to Nourish?

Check the following:

  1. The integration in Workforce is set up with the correct token from Nourish.

  2. The integration is enabled in Nourish.

  3. The employee has a first and last name, an email, and an assigned role.

Why might staff not appear in Nourish, and how do I fix it?

Staff most commonly don't appear because of a missing default location, or because their data hasn't fully synced.

Default location requirement

Each staff member needs a default team or location assigned, this is what includes them in the sync to Nourish. To assign one:

  1. Go to Settings > Integrations.

  2. Select Edit Integration for the integration in question.

  3. Under Default Locations, add the relevant location.

  4. Save your changes. Only staff with a location included in the integration will sync to Nourish.

Further troubleshooting

  • Confirm every staff member has a default location assigned, without one, they won't sync.

  • If the issue persists, force a resync by editing and saving a non-critical field on the staff member's profile (e.g. phone number). Confirm any newly added default locations are included in the integration configuration first.

Summary

  1. Verify all staff have default teams/locations assigned.

  2. Confirm those locations are included in your integration settings.

  3. Edit and save staff profiles to force a resync if issues persist.

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