"Our Salesforce team can now fully automate Salesforce data integration by building pipelines to prep and load data themselves. They don't need IT anymore, and they love it."
Adam Hooper
Head of Central Platforms, DPD UK
Data Integration for HRA & HSA Administrators
Bring employer census, contribution, and carrier claims files into your systems over secure SFTP, match them to existing participant records, and keep CRM and reporting up to date.
HIPAA compliant · BAA · SOC 2
Trusted by 1,100+ data and ops teams saving millions of IT tickets with Integrate.io
May, 2023
July, 2018
August, 2019
August, 2017
August, 2021
August, 2025
August, 2017
August, 2022
HRA & HSA Admins data challenge
Every employer and carrier file has to match your records.
HRA, HSA, FSA, and COBRA administrators receive daily files from employers, payroll services, and carriers, and every record has to land on the right participant.
Large daily files to match
Flat files with thousands of records have to be matched against millions of participant records.
Missing claims feeds
Without a direct carrier claims feed, reimbursement and sales both stall.
Legacy sync tools
Older sync tools reach end of life, often under a deadline.
Capabilities
Secure files in, matched records out
Decrypt and ingest employer and carrier files from SFTP, match them to participants, and load CRM and reporting systems on schedule.
Secure file intake
PGP decryption and SSH-key SFTP for employer, payroll, and carrier files.
Matched to the right participant
Join records on SSN, employer code, or member ID and upsert them into Salesforce or your database.
Contribution and census layouts
Produce or accept the fixed-width and CSV layouts your platform requires from each employer.
Reporting that stays current
Load claims and participant data into your warehouse and reporting pipelines on schedule.
Why Integrate.io Read story
Hands-on teams move faster. IT still sees and controls the work.
Analysts, operators, and engineers can build the pipelines they need, while IT keeps access, standards, and visibility in place.
Fixed-fee pricing
Predictable pricing for growing data work, without tying budget to every row, sync, connector, or client.
Flexible pipeline builder
Build visually, prompt with Helm, or add SQL and Python when they help. Teams closest to the data can own the flow.
White-glove service
A dedicated Solution Engineer guides implementation and production work alongside 24/7 support.
Explore the Platform
Use Integrate.io as the end-to-end data pipeline platform for data management, or plug its modular components into the stack your team already prefers.
40,000+ hours saved. Your turn?
“The Integrate.io Platform is a great ETL & Data Transformation Solution! Connecting Salesforce, Hubspot, Google Analytics, Facebook Ads, etc... has never been easier.”
Meir Gold
Growth | Analytics Manager
“Awesome ELT Tool. No code tool, easy to set up/use, nice schedules, price balance!”
Diego Polo
Business Intelligence Architect
“Best Customer Service Ever! They have been the best customer service team I have ever worked with from an outside vendor. Always very responsive, and go above and beyond to resolve issues or instruct on the product.”
Matthew Pratt
Analytics Manager
Connect the systems your data depends on
Managed sources and destinations, a universal API connector for custom systems, and new connectors built on demand within 24 to 48 hours.
Ready to stop matching files by hand?
Book a demo and bring a sample employer file. A Solution Engineer will match it to your records.
Talk to an Expert
FAQ
Frequently asked questions
Clear answers to the questions teams ask when evaluating Integrate.io.
Still have questions?
Talk to an expert →Can you decrypt PGP files and use SSH-key SFTP?
Yes. Pipelines decrypt PGP files and connect to SFTP servers with keys or passwords.
Can you match file records to existing participants in our CRM?
Yes. Pipelines join on SSN, employer code, or member ID and upsert records into Salesforce through the Bulk API.
Can employers send contributions in our required layout?
Yes. Pipelines produce or accept fixed-width and CSV layouts and can encrypt files with PGP.
Does Integrate.io process reimbursements?
No. Integrate.io moves and standardizes data. Reimbursement and administration stay in your platform.
Will you sign a BAA?
Yes. Integrate.io signs a HIPAA BAA, is SOC 2 compliant, and data passes through pipelines without being stored.