Workforce FTP Integration

FTP Sync is another way to import the employee roster along with the demographic details and status into the system. You need to provide the FTP details while scheduling the Import feature. With the scheduler in place, system will read the excel file and import the details of the employees. It will add a new employee if new entry is found or update the exting employee details or status based on the changes made in the organization.

What does FTP Scheduler do?

  • The Auto scheduled FTP allows you to do the following:-
    1. A. Automate the employee import.
    2. B. Automate the any changes happening to employee status and demographics.

How can I set up the FTP sync for employee import?

To set up the import, go to – Login >> Workforce >> Manage Employee Roster >> Integration >> FTP

Survey Software Help Image

Click on Add Auto-scheduler button

Set up the FTP details and click on Create Scheduler Event to create the employee import scheduler.

Survey Software Help Image
A weekly FTP scheduler will be created and once the FTP is created, you need to download the employee import template, update the employee details and upload it in the FTP location. You can also run the scheduler immediately by clicking on "run now" after uploading the excel file in the FTP location. You can suspend, edit or delete the FTP scheduler.
Survey Software Help Image

To view the logs of the employee imported, click on the Logs link given for the scheduler.

Survey Software Help Image

Was this article helpful?
Sorry about that
How can we improve it?