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Principal Integration Request

Your steps to get connected

1. Complete the Principal Information Sharing Agreement


Download and complete the Information Sharing Agreement from Principal. It will open directly — no need to contact Principal  to get a copy.

2. Email the completed form to Principal

Send the following integration request email to Principal with your Payroll Integration Form attached.

Email Template  - Copy the template below. The vendor details are already filled in — just replace everything in [brackets] with the pertinent information and attach the form.

To:  [Principal Rep]

Subject: [Plan Number] [Plan Name] — 360 integration with Payroll Integrations, Inc.

Dear [Rep Name]

[Company Name] We would like to set up 360 integration with Payroll Integrations, Inc. Please see the attached Information Sharing Agreement. The information you need for the request:

Payroll vendor: Payroll Integrations Inc.
Name/Phone Number: Carly Doede (619-826-3506)
Email: implementation@payrollintegrations.com


Thank you,

[Your Name]

3. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to Principal with your census and contribution data. Principal will cross-check this against their records to make sure everything lines up.

Once they have finalized the mapping, they will ask for your approval (typically 3-4 weeks)

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

  • Full name

  • Address

  • Date of birth

  • Hire date

  • Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

  • Submitting payroll files to Principal

  • Applying any contribution or deduction changes from Principal into your  payroll system

  • Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.

Questions? We’re here to help.
Reach our sales team at sales@payrollintegrations.com. We’re happy to walk through these steps with you on a call.