With our Vialto integration, you can send integrated initiations for Tax, Social Security and Immigration services to Vialto.
How to connect Vialto to Workia?
Click on your Profile icon on the top right corner to open the drop-down menu, hover over "Settings" and click on the Connections setting to open the Connections screen.
On the Connections screen, look for Vialto and select "Connect".
Once you have opened the connection settings screen, you will need to fill in the requirements to connect Vialto to Workia.
An asterisk (*) denotes that it is a mandatory field and must be provided for the integration to work.
Fields required for the connection:
Connection Type* - You can choose between Staging (for testing configurations without affecting live data) or Production (for live data and transactions).
Company ID*
💡 The above details can be provided by your Vialto contact. If they are unsure about the details required - please message us in the app for help.
Once you have filled in the required fields, click on the "Connect" button to proceed with the connection.
Initiating a Vialto service
Once the connection is set up, you can initiate Vialto Immigration or Tax Services directly from your case record.
To begin, open a case record and head over to the Services section in the case details screen, and open the Supplier Directory. A successful connection to Vialto will have a green plug icon appear on the service card.
Select a Vialto service from the Supplier Directory, then select the "Initiate" button to proceed.
In the service details, select "Initiate".
In the first step of the initiation process, it will check your case record for completeness. If any essential details are missing, a warning will appear and you will be able to update the missing data.
Select "Next" to continue to the next step.
In this step, you will review and update the fields included in the service initiation. You may opt out of certain fields if they are not necessary.
You can also update fields during the service initiation by either clicking directly on the field or selecting from a dropdown menu, depending on the field type.
Once you have finalized the information, select "Next" to submit the data and begin the initiation process.
Once done, the initiation will be complete and the data will be sent to Vialto.
Below is a list of available fields. Mandatory fields are marked with an asterisk (*) and must be completed for the service to work.
Case
Case
Workia Identifier*
Type*
Origin Country*
Destination Country*
Destination City
Start Date*
End Date*
Employee
Employee
First Name*
Last Name*
Middle Name
Email*
Date Of Birth
Gender
Country*
City
Phone*
Dependent
Dependent
Relationship*
First Name*
Last Name*
Gender*
Date Of Birth
Citizenship