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HRIS integrations: SFTP

The Generic SFTP integration lets your HRIS securely transfer employee data to Quinto using an SFTP connection through Merge. Once the connection is established, your HRIS can automatically deliver import files on a recurring basis.

Formatting the file

Before configuring the integration, prepare the file that your HRIS will export.

Download the import file template: HRIS.csv

The import file needs to include all columns in the template, even if they're not filled in.

The following fields are required to import users:

  • employee_id*

  • first_name

  • last_name

  • work_email

  • employment_status (set to active)

*The employee ID is a distinct value that Merge can use to differentiate users during the import, and could be a number, text or any other ID like a username or email. Quinto does not use this value after syncing.

The following fields are required to import positions:

  • manager_id (required to assign a manager; this is the employee_id of the manager)

  • employment_id*

  • job_title

*Similar to the employee_id, this is simply a unique identifier to help Merge track and process employments during the import, but is not used by Quinto. It could be any distinct number, text or value. (e.g. The HRIS record’s ID, a generated value based on employee, etc.)

The following fields are required to import locations:

  • location_id

  • name

The following fields are required to import departments:

  • group_id

  • group_name

Setting up the integration

  1. Click the gear icon on the top right of your screen.

  2. Select General administration in the drop-down.

  3. Click Integrations under Account in the side menu.

  4. Select Generic SFTP.

  5. Select Schedule recurring report(s).

  6. Copy the User Name containing ‘hrsg’; this will be the username in your HRIS export. Click Next.

  7. Paste the SSH public key generated by your HRIS (it should start with ‘ssh-rsa’) and click Next.

  8. Enter the date format of your report to confirm accurate dates and click Next.

  9. Click Finish Setup.

The integration should now be linked, and the HRIS should now be able to send files to Merge’s SFTP address. Wait around 15 minutes for the sync to complete, and then click Synchronize Now on the Integrations page.