Overview

This document provides instructions to your IT team on how to provide employee directory information to integrate your company organization chart with Together Platform via SFTP.

Background Information

SFTP (Secure file transfer protocol) is a way of dropping file securely into a folder, which Together then uses to download the file and upload it to your User list. For more information on SFTP, see this article.

Permissions and folder structure

You will be given a company integration account for SFTP with the following permissions:

• Read & Write

Your integration account's root folder will be named "/". The username is the TogetherID, however, the End-Users cannot see this. 

File Format and Behaviour

We access .CSV and .XLSX files for this integration. The file with the most recent "Date Added" will be synced nightly. You may rename the file uploaded every day and files will be retained for 30 days, or you may overwrite your file with the same name every day. 

For details on what data to include and columns, please see the user directory spec. 

Credentials

Your company integration account will be defined by a username, server and password. It will take the following format:

• Username (e.g johndoe)
• Directory (/)
• Server (together.couchdrop.io)
• Password (e.g. some_password_stronger_than_this123)

Important: SFTP credentials will automatically expire after 60 days of inactivity (i.e. no recent logins, uploaded files, etc). If your credentials expire, please come back to the Integrations page on Together and re-select SFTP as your HRIS integration to regenerate updated credentials.

Set-Up

On the integrations page, click Setup HRIS integration.:

Select SFTP:

View SFTP Integration Setup and Validate File:

Copy the credentials provided to you and connect to the SFTP server. Drop in your CSV file. Make sure you include both terminated and active employees. See the user directory spec for information on file format. 

Once you have uploaded the file to the folder, continue with the integration. You will be able to select and map fields for the sync.