Before we start, if you get stuck here - reach out to your Customer Success Manager! We're happy to assist. 😊
This article outlines the main steps to launch workflows through CSV file upload. This method allows flexibility around what information can be sent from a HRIS or ATS to Enboarder, without any API integration
Exporting data from your system
Most systems today will include the ability to produce a CSV report, many even allowing this report to be automated. Our system is flexible and can have the export with any fields, the only formats that we require are to have the date fields in the format yyyy-mm-dd or as chosen in your Enboarder account settings, and mobile numbers should be in standard international format.
Manual and automatic upload
Once you have configured your system to export the required CSV file, you have the choice to upload this file manually each time you wish to launch participants’ into the workflow, update, edit or cancel workflows in progress. Your other option would be to create an automated upload with an SFTP server.
With a manual bulk upload, once you have your CSV file, it’s simple to upload this.
Click into ‘Bulk Upload’, and select ‘Manual Bulk Upload’. Here you may like to select your already created mapping from the ‘Preset mapping’ dropdown.
Then, you will need to map the columns from your CSV file to the fields in Enboarder. You have the ability to nominate one of these columns as the ‘Unique ID’ (e.g. salary ID), so that the system will be able to detect duplicates, and easily make changes to existing records. You are also able to use an ‘Action Type’ column, which will trigger actions, such as launch, cancel and update live workflows.
Data such as names, contact info, and start date are required, but all of your Categories or Custom Fields can be included as well. This mapping of columns is automatically saved for use on your next upload, and you will always have the ability to change it whenever needed. The system will show how many participant’s have been launched, updated or cancelled as well as displaying any errors that have occurred. For information on how to allow Enboarder to be even smarter in this process, check out this article here!
With an automatic upload, where no manual upload of CSV export file will be required, you can have peace of mind with both the systems working for you. You just need to upload (automate the extract) the CSV file on a regular basis on an SFTP server location (it could be your SFTP server or Enboarder can provision).
In Enboarder, schedule auto bulk upload by clicking on ‘Auto Upload’.
Then fill in the details, including which mapping to use, frequency, time to load and SFTP server details. Input (directory from where CSV file will be picked), output (directory where processed CSV file will be put), error (directory where if any error occurs then CSV file with error reason will be put) folders and an email address, where details of uploads are sent.
Note: The tick boxes at the bottom of this page that allow you to customize when to launch or not launch workflows in Enboarder.
Once all of these details are entered, click 'Test Connection'. This will display a green tick if correct. If you wish to manually launch a file in the first instance, you can click on 'Manual Start' to bring the file into Enboarder straight away.
If you're all happy with this, then toggle the 'Status' at the top of this page to Active, and your automation dreams will become a reality!
Reach out to your Customer Success Manager if you have any questions on this!