Data Refresh

With the Refresh endpoints you can refresh the data from an existing Link without requiring the user to enter their payroll credentials a second time.

Performing a Refresh

To successfully perform a Refresh, follow these steps:

  1. [Optional] Subscribe to Webhooks so when a Task is completed (with a status of done) you can pull payroll data.
  2. Make a POST request to the /refresh/tasks endpoint passing in the access_token from the original connection.
  3. Use webhooks or poll the backend GET endpoint to check the status of the refresh.

It's important to note that each Refresh Task is billed.

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Note on refresh rate interval:

There is a per access_token limit that will allow an initial request and three refreshes in a 24-hour period. If exceeded, you will receive an error: "Refresh limit for the access_token exceeded"