You can automate your user imports by scheduling reports, if provided by your HRMS, or by using workflow automation tools, such as the Windows Task Scheduler or CRON jobs for OSX and Linux. (Please note, if you are using FileZilla, the Excel sheet should not have any special characters within the sheet or in the filename.)

Our users have found success with other FTP clients, but we cannot guarantee support outside of the listed applications. We officially support FileZilla, WinSCP, CoreFTP, and Cyberduck. Send the file to Beekeeper’s servers using an FTP client.Download our PGP public key here (at the moment PGP-encrypted files can't be transferred with FileZilla)

(Optional) Encrypt the file with PGP for additional security.Transform the user file according to Beekeeper’s requirements (the format is identical to a CSV user import, as described here).Export the user data from your HRMS (e.g.The diagram below gives an overview of how user synchronisation with SFTP works. You can find more information about a direct upload of Excel/CSV files to Beekeeper in this article. Delete any columns with blue headers as these will not be used for the import.Click on 'Export' to download the user template'.From the Dashboard, select the “Users & Groups”.The best way to ensure that the column headers are correct, is to download the template: Furthermore, it is important that the column headers have the exact spelling required by Beekeeper. To ensure a successful import of the user file, you must make sure that the file only contains columns which can be mapped to the profile fields, groups, and locations. Automatically activating or suspending usersīy automating user imports with SFTP, you can combine data stored in systems other than your main user directory to enrich your users’ profiles.This allows you to keep your user data up to date at a cadence which suits your business, while making use of all the functionality of a user import via the admin dashboard, including: You can automate your user imports with our SFTP feature.

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