- Identify the names/descriptions that the employer has set up the Contributions or Deductions as in their payroll system
- Have the employer go through Finch Connect, authorizing Finch to retrieve data from the payroll system
- Retrieve pay statements for the past 2-3 months via the
/pay-statement
endpoint - Parse through the results to get the
employee_deductions.name
andemployer_contributions.name
- Create an internal mapping to associate the
name
with the appropriate Deduction or Contribution