Integrate SFTP with Engagedly


Integrating SFTP with Engagedly allows the admins to sync all the employees’ details from any HRIS/database system to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows and processes, and enhance functionality. Learn more in Integrations.

Set Up User Sync

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

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

Note: You have to inform our support team after you save the user details in the SFTP folder. Our support team 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 write an 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

The syncing process initiates after successful mapping.

You will receive an email notification from our support team once the integration is successful.

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 will be 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.

Setting up the 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.


  1. After mapping, do not change the name of the sync file. The system will not identify the file if you change its name.
  2. The fields’ mapping is done by the position of the columns in the sync file, not by the name of the columns. For example, if the employee's first name is updated in the first column, it should remain in the first column only in all the upcoming files.
  3. Upload the files in Excel or CSV format only. Other formats, such as XML, PDF, and Word, are not supported.
  4. Verify the user details in the file for the following mandatory information: 
    • First Name
      • Last Name
      • Email ID
      • Employee ID
    • To terminate users on Engagedly through the SFTP method, populate the Status column with Active for the active users and Terminated for the blocked users.
    • If the configured sync file has active users only, any users not listed in the file are terminated on Engagedly. You have to inform our support team about this before the fields’ mapping and syncing process.