> ## Documentation Index > Fetch the complete documentation index at: https://docs.fluidehr.com/llms.txt > Use this file to discover all available pages before exploring further. # How-to guides > Task-oriented integration guides for Fluide Connect — the API counterpart to Fluide Business help articles. # How-to guides These guides walk through **specific integration tasks** end to end: prerequisites, API sequence, headers, and troubleshooting. They mirror the [Fluide Business help center](https://app.fluidehr.com/help) but are written for **developers** calling Fluide APIs. **Quickstarts** verify connectivity and your first call. **Guides** go deeper on a single feature or cross-product workflow. ## Guide structure | Section | Purpose | | ------------------- | ---------------------------------------- | | **Overview** | What you will accomplish | | **Prerequisites** | Credentials, permissions, existing data | | **Steps** | Numbered API sequence with curl examples | | **Tips** | Conventions and optimizations | | **Troubleshooting** | Common errors and fixes | | **Related** | API reference and adjacent guides | **Partner integrations:** include `X-Workspace-Id` and `X-Acting-Company-Id` on product API calls. See [Multi-tenancy](/getting-started/multi-tenancy). *** ## Service partner Create a workspace and client company for a partner integration, then store IDs for acting-client API calls. Generate a one-time URL so a merchant completes their own company profile. Upload KYB documents and submit partner-mediated compliance review for a client company. Scope product API requests to a specific merchant using acting-client headers. Create, list, and organize partner workspaces that group client companies. Submit Know Your Business verification for your SERVICE\_PARTNER organization. Invite and assign roles to staff in your SERVICE\_PARTNER organization. View payment and wallet transactions across client companies in your partner portfolio. *** ## HR & People Create a single employee record via the HR API — canonical source for payroll. Download the HR import template and upload a spreadsheet of employees. Set up bank or mobile-money payout rails for employees via HR API. Patch employee personal, employment, and contact details via API. Export an employee CV document via HR or Utils document APIs. *** ## HR Operations Create and update employment contracts that drive payroll eligibility. Submit and track employee leave requests via the HR API. Record clock-in and clock-out events for attendance tracking. Set up leave types, accrual rules, and approval workflows. Create and manage performance review cycles via API. Deactivate an employee and close out contracts and access. *** ## Payroll Create, calculate, approve, and complete a payroll run via API. Set pay frequency, tax rules, and payroll configuration for a company. Map payroll components to GL accounts before Books integration. *** ## Pay Provision operating and other wallet types for a client company. Disburse net pay from a completed payroll run to employee payout rails. Generate a checkout session or payment link for collecting customer payments. Record payment against a Books invoice via Pay integration. Pay an approved vendor bill from your operating wallet. Generate bank upload files for bulk payroll or vendor disbursements. *** ## Books Understand accounting modules, subsidiaries, and API layout for Fluide Books. Create and send a customer invoice via the Books API. Create a vendor bill for accounts payable. Create and post double-entry journal entries to the general ledger. List and create GL accounts in the account hierarchy. Create customers and vendors used on invoices and bills. Submit bills for approval and track approval status via API. Set up automated recurring GL entries. Apply a payment to an open invoice in Books. Match bank transactions to ledger entries. Generate P\&L, balance sheet, and cash flow reports via API. Set tax codes and rates for invoices and bills. *** ## Access & Auth Exchange API keys for JWTs and understand permission scoping for integrations. Define a custom role with specific permission strings. Assign roles to organization members. Validate session and inspect effective permissions for debugging. *** ## Utils Generate a payslip PDF and retrieve a public URL via Utils. Send email, SMS, or push notifications via Utils. Store and fetch files via the Utils file API. *** ## Playbooks How HR mirrors employees into Payroll after API create. GL mappings and journal posting after payroll completes. End-to-end: workspace → company → acting headers → HR employee. Full ISV path from merchant onboarding through first payroll run. HR create → payroll run → payslip PDF delivery. Books invoice → Pay payment link → record payment. Organization vs partner tenancy models. Full endpoint schemas and playground.