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The Securex integration

You chose Securex integration in Payflip? Great choice! Read here how to activate it and how to resolve possible sync issues.

Updated over a week ago

๐Ÿ’ก The Securex integration is constantly evolving! We are continuously working on improving it. Your feedback is valuable to help us optimize it. Don't hesitate to share your suggestions via the blue button in the tool.


1. How does the Securex integration work?

General principle

By activating the Securex integration, you'll save yourself a lot of manual work. Definitely one of your better HR investments this year. ๐Ÿ˜‰

Once the integration is activated, your employee data will be automatically updated every night from the Securex system to Payflip. This ensures that the data stays almost real-time up to date.

It's important to keep in mind that Securex remains the 'master' of the data at all times. This means that:

  • every change must always be made in your Securex HR tool. It will then flow to Payflip through the nightly sync.

  • certain fields and actions in Payflip will be disabled for you. You cannot edit these in Payflip. You will always be informed of the reason and redirected to your Securex HR tool if necessary.

Need a faster update during the day? Besides the nightly sync, you can always trigger the sync manually by navigating to Integrations > Securex > 'Sync now'.

Which data is synchronized?

The following data is part of the nightly sync:

  • Personal data of your employees (last name, first name, email, language, start date & employee number)

  • Salary data of your employees (gross salary, work regime and % employer social security contributions)

Which data is NOT synchronized?

The following data/situations are not part of the nightly sync:

  • End dates. Read here what actions you need to take in Payflip when one of your employees leaves your company.

  • Salary components. Read here how you can add this for your employees.

  • Entity change. When your company has multiple entities and one of your employees is moved from entity A to entity B, this will not be automatically handled by the integration. If the employee keeps the same email address, this will moreover result in a sync error because Payflip detects that a Payflip account already exists for this email address. Contact our support team via the blue button in the tool to review this situation together.


2. What do you still need to do as an admin despite the integration?

Although the Securex integration automatically synchronizes certain data of your employees, certain actions remain necessary on your part:

Mandatory administrative actions

  1. Assign budgets: The integration does not automatically assign the budget(s) for your employees. You must assign them manually in Payflip. How to do this?

  2. Invite employees to the tool: Even if the employee's data is synchronized, you still need to send the invitation so they can access Payflip and use the platform. How to do this?

๐Ÿ’ก In summary: The integration manages the data, but you maintain control over budget allocation and employee access to the platform.


3. How do I activate the Securex integration?

Once your customer success manager has set up the Securex integration for you, you can proceed with activating it.

Navigate to Integrations > Securex integration and click on 'Connect'. Then the connection will be automatically made based on your company's VAT number that is entered under 'Company Details' in Payflip.

During activation, you can choose between two options:

Option 1: Full integration (automatic)

With this option, all employees known in your Securex HR tool will be automatically synchronized to Payflip.

  • โœ… Advantage: No manual action required - all current and future employees are automatically synchronized.

  • โš ๏ธ Important:

    • It is not possible to limit the selection of employees with this option.

    • New employees created in Securex will also be created in Payflip. To see who has been added, go to the 'Users' tab and analyze who does NOT have an assigned budget.

Option 2: Selective integration (semi-automatic)

With this option, you can choose which employees you want to synchronize to Payflip.

  • โœ… Advantage: You maintain control over who is added to Payflip.

  • ๐Ÿ”„ New employee: If you have chosen selective integration and a new employee is added later in Securex, you will receive the selection window again after clicking the sync button.

Practical example:

  • You first do a selective sync for only 3 out of 21 employees.

  • A month later, a new employee joins. The system detects 22 employees and offers you again to select who to sync.

โš ๏ธ Changing settings: You can modify your choice (automatic/selective) in the "Settings" tab of the integration, but this change will only apply to future employees. To modify the synchronization of existing employees, you will need to uninstall and reinstall the integration.


4. Potential problems

Problems during activation

As mentioned above, the connection with Securex is made based on your company's VAT number. You can find this in Payflip under 'Company Details'.

When there are differences between the VAT number entered in Securex and Payflip, an error might occur during the activation of the integration.

The following errors are possible:

  • Missing VAT number: no VAT number has been entered under 'Company Details'.

  • Invalid VAT number: a VAT number has been entered under 'Company Details', but it doesn't have the correct format (at least 10 digits without the BE prefix).

  • Company not found: the VAT number in Payflip has the correct format, but we can't find your company in the list of Securex companies for which the integration is available.

  • Internal error: something went generally wrong in the activation process.

In most cases, we ask you to double-check your VAT number in Payflip and then restart the activation process, but we'll always tell you in the error message exactly what you need to do to resolve the error.

Problems after activation

Integration activated? Sit back and relax, well in 99% of cases anyway. ๐Ÿ˜‰ Of course, there's always a chance that a small problem might occur along the way.

When you navigate to Integrations > Securex > History, you can view the status of every (automatic or manual sync) that has occurred.

You will find the following statuses here:

  • Success: all employees were successfully synced.

  • Partial: some employees were successfully synced, but some were not.

  • Error: no employees were successfully synced.

โš  At this moment, it's not yet possible to get an overview in this screen for which employees exactly the sync is failing (we're working on that ๐Ÿ‘ท). If you need help with this, it's best to contact our support team via the blue button in the tool. They'll be happy to figure this out together with you.


Securex customer but don't see the integration as an option in Payflip? Contact your customer success manager via the blue button in the tool to discuss this opion.

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