Using SFTP on Connecteam for updating user information is a great way for businesses to unlock a more efficient and streamlined employee management process that minimizes room for error and optimizes time and resources. In this article, we'll go over what we offer and how to set it up.
What is SFTP?
SFTP stands for "Secure File Transfer Protocol." It is a network protocol used to transfer files securely over a computer network. SFTP is often used for secure file management and sharing, especially in situations where data security is a concern.
The advantage of an SFTP interface is that it is quick and easy to set up. The information is transferred from the organizational system in an Excel Sheet format based on a pre-defined interval basis as per the customer's preference. (e.g. once a day at 08:00 am). The SFTP is then exported as an excel sheet from the organizational system as defined in the protocol and is securely transmitted to Connecteam's system where it is being processed.
Requirements for setting it up: Ability to export a CSV (excel sheet) file from the organizational system. Setup time is between 1-5 business days.
Before You Begin
Get familiar with the Users tab on Connecteam. Understand how users are typically added to the platform, which user profile fields can be added and updated, and what it means to archive employees.
Get started by learning all about Users in its dedicated section on our Help Center.
How to Set It Up
Request a private key, username, and the SFTP server address.
Generate a 'Diff' file in a compatible CSV format:
The Diff file format should be saved as a CSV file on your computer. It should include the same columns as seen in the exportable CSV file, which can be found on the Users page when clicking on the 'Import users' button.
To download the file for reference, navigate to the Users page and click on 'Import Users'
Download the Excel template for reference. On your computer, make sure to export it to CSV format.
To test the file for compatibility, follow the process of manually uploading the user's CSV file as described in this article.
3. Upload the 'Diff' file to the server
Upload the Diff file to the server, to a folder named 'Uploads'.
The most recent file in the folder will be screened once a day and uploaded to the system.
4. Contact Connecteam for review and conduct testing
For more information, please contact us.
*SFTP is available in the Enterprise Plan only*
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