When HR launches a new wellness benefit, the story sounds simple. You announce the program, send a link, and tell employees they now have access to curated health products and support through a provider like Invite Health.
Then reality sets in.
Employees ask whether they are eligible. New hires are missing from the vendor list. Someone on leave still shows as active. A spouse gets access who should not. Very quickly, you discover that the success of a wellness benefit does not just depend on the quality of the products or the communication plan.
It depends on your data.
Invite Health focuses on high quality nutritional supplements and personalised health solutions for people who want to improve or maintain their health. When employers bring a vendor like this into their benefits mix, they are trying to support employee health in a tangible way and, in many cases, strengthen retention and engagement. Research on corporate wellness programmes consistently shows that employees value these benefits and that strong programmes can support retention, satisfaction, and productivity.
But none of that works if the vendor does not know who is actually eligible for what.
This is exactly where Integrate.io fits. We take eligibility and enrollment data from your systems and turn it into Invite Health ready files, so the right people can actually use the benefit you are paying for.
Why sending accurate enrollment data to Invite Health matters
When you add a benefit such as Invite Health to your programme, you introduce another layer to an already complex ecosystem of health, wellness, and voluntary benefits.
You might define eligibility in terms of:
-
Employment status and hours
-
Location or business unit
-
Job family or grade
-
Union affiliation or plan choice
-
Spouse and dependent rules
Invite Health needs to know which people are entitled to what, and when their eligibility starts and ends. They may use that data to create or update accounts, apply discounts, allow access to specific products, or support tailored recommendations.
If that eligibility feed is wrong or out of date, the problems are immediate.
Employees who expect access are blocked, and trust in the programme drops. People who should not have access can still order products, which causes cost and compliance headaches. HR and benefits teams get stuck in the middle, handling tickets one by one and manually asking the vendor to add or remove people.
At the executive level, it becomes hard to answer basic questions.
-
How many eligible employees are actually using the benefit
-
How usage varies across departments or locations
-
Whether the benefit is contributing to the outcomes you care about, such as engagement or retention
The data to answer those questions exists. It just lives in systems that Invite Health cannot see on its own.
Where eligibility data lives now
Eligibility for a benefit such as Invite Health often spans several systems.
Core employment data sits in your HRIS or HCM platform. Plan elections may be handled in a separate benefits administration system. Some populations may be tracked in a CRM or association management system instead, especially if you are extending benefits to members of an association or to employees of member organisations.
Over time, many organisations end up with informal processes such as:
-
Manual exports from HRIS or benefits platforms, cleaned in spreadsheets and emailed or uploaded to Invite Health
-
One off scripts that pull from HR or payroll and drop files on an SFTP folder for the vendor to pick up
-
Ad hoc exception handling where HR staff send lists of “adds and terms” whenever someone shouts loudly enough
These approaches can work in the early days of a programme, but they tend to show their weaknesses as the benefit scales.
Formats drift out of sync with what Invite Health expects. Different teams apply slightly different rules to who counts as eligible. New plan designs and employment patterns appear, but the logic in the file export does not keep up. The result is a tangle of spreadsheets and scripts that only a few people really understand.
This is the gap Integrate.io fills. We turn that improvised flow into a proper data pipeline.
How Integrate.io fits between your systems and Invite Health
You can think of Integrate.io as the data engine between your eligibility rules and Invite Health’s operations.
Instead of asking HR and IT to maintain brittle exports, you define a clear, repeatable flow.
Connect to the systems that matter
Integrate.io connects to the sources that hold your eligibility truth, such as:
-
HRIS and HCM systems
-
Payroll and time tracking
-
Benefits administration platforms
-
CRM or association management systems that track special populations
-
Data warehouses that consolidate this information
We can treat all of these as inputs to a single pipeline.
Transform and apply your rules
Inside Integrate.io, you shape and validate the data before it ever reaches Invite Health. That can include:
-
Mapping internal fields to the layout Invite Health expects
-
Normalising employment status, plan codes, and location information
-
Applying eligibility rules, such as full time thresholds or waiting periods
-
Handling dependent and spouse eligibility where relevant
You can also add data quality checks to catch missing identifiers, invalid dates, or contradictory statuses. Instead of passing bad data to Invite Health and dealing with the fallout later, those records are flagged early so they can be corrected.
Schedule predictable feeds
Once the pipeline is defined, you decide how often to send updates. Many employers choose a daily or weekly feed for this kind of benefit. Integrate.io generates those files and delivers them to Invite Health using the agreed secure method, often via SFTP, on a dependable schedule.
Run history and logging provide a clear view of what was sent, when, and from which source. If something fails, you have concrete information to work with rather than a silent break.
Adapt as your benefits evolve
When you add a new plan, modify eligibility, or change HR platforms, you update the pipeline instead of rebuilding a fragile chain of exports from scratch. The structure of the flow remains intact, which makes change far less risky.
In practice, Integrate.io can pull enrollment and eligibility data from virtually any system, transform it into Invite Health ready records, and send it on a schedule that matches your operations.
A real world example: a national association and its member benefit
To see how this looks in practice, consider a national engineering association that offers Invite Health as part of a wellness package for employees of its member organisations.
The association plays a dual role. It manages relationships with member companies and also facilitates access to certain benefits, including health and wellness offerings that members can opt into. For the Invite Health benefit, the association needs to send accurate lists of eligible employees across many separate employers.
At the start, they tried to manage this with spreadsheets.
Some member companies sent periodic lists of eligible employees. Others relied on one off reports from their HRIS or payroll system. The association pulled these together and sent combined files to Invite Health. As the programme grew, this quickly became unmanageable.
They adopted Integrate.io to bring some order to the process.
Now, Integrate.io connects to a combination of systems:
-
The association’s own CRM or membership system, which tracks which companies are enrolled in the wellness programme
-
Secure feeds from member companies, typically from HRIS or benefits systems, that list eligible employees and, where relevant, dependents
On a defined schedule, Integrate.io:
-
Pulls updates from these feeds
-
Normalises the structure so employees from different companies align to a common format
-
Applies rules about which member organisations are participating and which categories of employees are eligible
-
Produces a consolidated Invite Health ready file and delivers it securely
Invite Health receives a single, consistent view of who should have access, across many employers. The association has one place to monitor the flow of data, instead of juggling dozens of manual processes.
The benefits show up for everyone involved.
Invite Health can onboard and support eligible employees without constant eligibility disputes. HR contacts at member companies get a predictable process and fewer complaints. The association can see which organisations are using the benefit and can have informed conversations about engagement.
All of this rests on a pipeline that respects the complexity of eligibility while hiding that complexity from day to day operations.
This pattern applies across many employers
Although this example focuses on a professional association, the pattern is the same for many organisations that offer a wellness partner such as Invite Health as an employee benefit.
- A mid sized company wants to extend curated supplements and wellness products as part of its broader wellbeing strategy.
- A large employer wants to give certain business units or locations access to specific wellness offerings.
- A benefits aggregator wants to include Invite Health in its marketplace and needs reliable data feeds between employer systems and vendors.
In every case, the challenge is the same. Your eligibility rules and employee data live in your systems. Invite Health is ready to serve the people you approve. A clean, automated pipeline is what connects those two sides.
Where to go from here
If you already work with Invite Health or a similar wellness provider and any of this sounds familiar manual eligibility files, last minute exceptions, scattered exports it may be time to take a fresh look at how enrollment data travels from your systems to theirs.
A useful starting question is:
Who touches our eligibility data between the HR system and the moment a vendor recognises an employee as eligible?
Once you map that path, the opportunities to simplify and strengthen it usually become obvious. Integrate.io can help you replace fragile handoffs with a single pipeline that pulls from your existing systems, applies your rules, and sends Invite Health the data it needs in a format it can use.
The result is not just cleaner files. It is a wellness benefit that employees can actually access without friction, and a programme you can trust is working the way you intended.
Ready to automate the loading data to Invite Health? Schedule a time with our team today to get started.
