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Integrate Lucca with TravelPerk

  • Updated
  • You need a Pro or Premium account to use this feature

Lucca specializes in developing SaaS solutions that optimize administrative and HR processes. They focus on leave management, expense reports, HR file digitization, online payslip distribution, and time tracking.

 

The Lucca integration

The Lucca integration makes it easy for you to import your whole employee directory into the TravelPerk platform and manage user accounts, including:

  • User provisioning - onboarding and offboarding - from your employee directory
  • Auto-filling employee profile information on TravelPerk
  • Manual triggers to sync new employees and archive those who left
  • Fully automated sync between Lucca and TravelPerk
  • Automated account setup, such as adding Cost Centers and Approval processes

Important information

  • If you have SSO enabled for TravelPerk, we recommend turning off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
  • If a user's first name, last name, or email in the identity provider (IDP) is different from Lucca's, the IDP will override the data from Lucca synced to TravelPerk.
  • To disable the Lucca integration, follow the instructions on Manage integrations.
  • If you have any questions or need assistance with setting up the integration, contact your Account Manager. 

 

1. Enable the Lucca integration

You need to be an Admin on TravelPerk and Admin on Lucca to enable the integration following these steps:

  1. Go to Account Settings and select Integrations
  2. Find the Lucca integration and click Set up
  3. Click Enable
  4. On the pop-up, authorize TravelPerk to have read access for some of your data on Lucca by clicking Continue

    lucca3.png

  5. Enter your Lucca subdomain and click Submit
    • To find your Lucca subdomain:
      • Sign in to Lucca
      • Go to the home page and copy the URL
      • Paste it in the pop-up, remove https:// from the beginning and /home from the end

        lucca4.png


  6. Enter your Lucca API Key and click Submit

    lucca8.png
    • To find your Lucca API Key:
      • Sign in to Lucca
      • In the top right corner, click the Settings icon
      • Select Authentication, SSO & API and click API Keys
      • Click Generate a new API key or Générer une nouvelle clé d'API

        lucca5.png

      • Enter the Key name: TravelPerk API Key
      • Select all permissions
      • Add in a Technical contact, we recommended your TravelPerk Account Manager's email
      • Click Third party editor or Éditeur tiers and add TravelPerk as the name
      • Click Generate API key or Générer une nouvelle clé d'API

        Screenshot 2024-04-08 at 10.56.42.png

      • Copy the API key and paste it into the integration enablement pop-up
         

        lucca7.png

     

  7. Click Skip for now

    lucca111.png

  8. Click Continue and then click Continue again
  9. Click Finish

    lucca10.png

 

2. Configure the Lucca Integration

After you connect the integration, you will be taken to the page to configure the Lucca integration within TravelPerk.

  1. Decide if you want to sync All employees or Selected employees - you can filter Selected employees by Cost Centre, Company or Employment Type

    lucca9.png

  2. Decide if you want to sync full employee data or select employee details

    - Full employee data - all mandatory and optional data will be synced.

    - Select employee details - you can select Sex, Date of Birth, Contact number and Line Manager.

    - For Line Manager approvals to work correctly, you must select Line Manager and follow the instructions in section 4 at the bottom of this article - Set up Line Manager approvals. 
  3. Decide if you want to enable the Cost Center sync - if Cost Centers don’t exist when syncing, they will be created automatically, and users will be assigned to their specific cost center as reflected in Lucca

    lucca12.png

  4. To set up automated approvals:
    - If your account was created before the 1st of July 2024, follow the instructions on Set up automated approvals for your HR integration.

    - If your account was created after the 1st of July 2024, follow the instructions in section 4 at the bottom of this article - Set up Line Manager approvals.
  5. Click Save & Sync and the settings will be applied. The first synchronization will happen automatically.

 

3. Manual sync and turning on Auto sync

On the Lucca Integration Settings page, you can choose to Run Manual Sync, which will import the latest data. 

Once you are happy with how the manual syncs work, click Turn on Auto sync to enable daily automatic syncs from Lucca.

If there were any errors during the sync, you can download the XLS log to receive more details. For more information, see Understanding the Integration Sync Log. 

licca14.png

Synced employees are indicated with the Sync icon on the People page:

wdtk19.png


4. Set up line manager approvals

If you want to set up automated approvals that send approval requests directly to a traveler's manager, you need to create an approval process following these steps:

  1. Go to Account Settings
  2. Under Travel Management, click Approval processes
  3. Click New approval process
  4. Under Who should approver their trips?, click the select approver field next to Request approval from and choose Line manager
  5. Click Create approval process

If a traveler has an approval process assigned, it will always take priority over default approval processes for all travelers.

If the traveler doesn't have a Line Manager assigned the approval request will be sent to the company Admin. 

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