Available with any of the following subscriptions, except where noted:
- OurPeople Reach
- OurPeople Communicate
This guide provides essential information on how to set up CSV/SFTP integrations, crucial for Global Admins looking to enhance their system's functionality. It outlines the necessary steps and offers links to developer documentation for detailed support. Additionally, it highlights the temporary retention of removed users, ensuring you have options for reinstatement if needed. Viewing this guide will streamline your integration process and minimize potential errors.
Tip: For details about the CSV / SFTP integration, see our developer documentation.
Alert: You must be a Global Admin to have access to connect this type of integration
1. Click Settings.
2. Click "Integrations"
3. Click the + button.
4. Click + Add to add a new CSV integration.
5. Enter data into is respective fields - all data is found from your SFTP Provider
6. Click "developer documentation" or reach out to your CSM for further support!
Tip: Users removed from the integration will remain for 30 days as frozen in the People page to be reinstated if they were removed by mistake.
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