Didn't find what you were looking for in the Integration Hub? Don't worry; here's an alternative option with SFTP (file integration).
What is File Integration?
File integration involves providing a file in a specific format to an online storage location, such as an SFTP (Secure File Transfer Protocol) server. This allows another system, like ours, to retrieve and import the file.
Where to host the file
The file to be processed can be hosted on our server, the customer's server, or a third-party provider's server - the important part is just that we have the necessary access to retrieve it.
If the file is to be hosted on our server, we will provide the server details along with the required access credentials.
User File Import
Any data contained within the file will be imported for the user file import.
The format of the users is rather loose. We can import all fields, including custom fields. Only required fields, however are the following:
Email or username
First and last name
Depending on your integration setup, additional fields may be required. For example, if your integration uses a user ID to identify users, this must also be included in the file. A missing ID can prevent the user from being created or updated.
Department File Import
It is also possible for us to create the department hierarchy, provided it is supplied in a separate file (for example, users.csv and departments.csv).
The departments.csv file should define the hierarchy by including columns such as id, name, and parent_id. Each department should have a unique ID and a name, along with the ID of its parent department. This allows us to determine the reporting structure and build the department hierarchy correctly.
Important things to note
For this process, make sure that the file is either: XML, JSON, or CSV.
SFTP integrations are paid projects.
Next steps
If this is your preferred integration, reach out to support to get the right file format.
Then, you must fill in the file and upload it to the SFTP server.
Just reach out, and we'll set up the server for you. You'll get a link to access it. We then import this file into your platform through the server. Whenever you update the file, you also update the user or department information in the platform.
Troubleshooting
If users or updates are missing, first check that an updated file has been uploaded to the SFTP server. Files are processed according to the schedule for your integration, so changes may not appear immediately after upload.
Your IT team or integration provider manages how the file is created and uploaded. If the file is missing or contains outdated information, they will need to check this process.
Learningbank can check the file received on our server and investigate how it is processed. If the file has been uploaded and the expected sync has passed, please reach out to our support team with the upload date and time and a description of the missing update.