Integrate SFTP with Engagedly

Introduction

Integrating SFTP with Engagedly allows the admins to sync all the employees’ information, including custom field data, from any HRIS or database system to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows, and enhance functionality, ensuring accurate and timely exchange of employee information. Learn more in Overview of Integrations.

Set up user sync

1. Contact our support team to create the SFTP folder for your organization where you can save user data in CSV or Excel format.

You will receive an email from the Engagedly support team with the credentials to access the SFTP folder.

  2.   Contact your IT admin to configure a data extraction process to fetch the user details from your HRIS or database in a CSV or Excel format.

  3.   Save the user details in the SFTP folder using the credentials received from our support team.

You have to inform our support team after you save the user details in the SFTP folder. They will initiate the

• Verification process for any discrepancies with the data.
• Mapping between the columns in the file with the respective fields on Engagedly.

Before user sync

Before mapping and syncing, you can email to our support team

• To enable or disable the following settings on Engagedly as required.
  • Block Non-Synced Users
  • Blocked User Creation
  • Sync Mapped Attributes only

• To choose the following settings on Engagedly as required.
  • Date format
  • HR manager and Secondary manager fields with a delimiter comma (,) or semicolon [;]
  • File extension: CSV or XLSX
  • User identifier: Email ID or Employee ID
  • Manager identifier: Email ID or Employee ID
  • HR manager identifier: Email ID or Employee ID

After successful mapping, our support team will notify the engineering team to initiate the syncing process.

Whenever you add a file to the SFTP folder, the syncing process occurs automatically within 24 hours, and the user fields are updated.

After successful integration, you will receive an email notification from our support team.

Syncing employee accounts

You can contact our support team to schedule the user data sync to keep up-to-date employees’ accounts on Engagedly. The user data sync can happen once a day, twice a day, or as per your requirements.

On every user data sync, the following user details are updated:

• Adding new employees
• Updating the existing employees’
• Blocking or dismissing the employees
• Editing the department, job titles, and other employee-related information available in the field mapping

After every sync, the employees’ details are automatically updated on the Engagedly platform.

You can contact our support team to stop syncing the employees’ details.

Set up primary unique identifier

You can opt for the unique identifier as an employee ID or an employee’s email ID. By default, the email ID is the primary unique identifier. You can contact our support team if you want the employee ID as the primary unique identifier.