Enable SFTP Import in Reachdesk
The following steps need to be done by an admin in Reachdesk.
1. Login to Reachdesk as an admin.
2. Go to Account > Integrations
3. If you have an existing HRIS integrations, follow the instructions here on how to disconnect and switch to a new HRIS integration.
4. If you don't have any existing HRIS integrations, click "Enable" on "Daily SFTP Import."
5. Select Hibob and click "Enable"
6. You will see the connection details that you need access to when setting up your connection in Hibob. Please remember to save the password.
Setup SFTP destination in Hibob
The following steps need to be done by your admin in Hibob.
1. Login in Hibob
2. Go to Marketplace > search for SFTP or go to this link: https://app.hibob.com/marketplace/sftp/overview
3. Click on "Add SFTP Destination"
4. Add the Destination name, and copy and paste the username and password as shown in Reachdesk.
5. Copy and paste the host, port and path as shown in Reachdesk and click Save.
Create and Schedule SFTP Report in Hibob
The following steps need to be done by your admin in Hibob.
1. Click on Analytics > Reports
2. Click on Add Report > Build report from scratch
3. Ensure you have the following fields in the report. Some are required and need to be in a particular format, and some are optional. Add the fields you need and are required and generate the report.
- The field names in bold need to be updated
- Field names in Reachdesk are case insensitive and spaces/dots/underscores are ignored. For e.g. you can put First name or firstname or first_name and it's still accepted.
| Field in Hibob | Accepted field name in Reachdesk | Required or Optional? |
|---|---|---|
| First name | First name | Required |
| Last name | Last name | Required |
| Work email | Required, in valid email format | |
| Start date | Start date | Required, in YYYY-MM-DD date format |
| Country | Home country | Required, valid country name, 2 digit or 3 digit code |
| Job title | Job title | Required |
| Department | Department | Required |
| Status | Status | Required |
| Termination date | Termination date | Required, in YYYY-MM-DD date format |
| Personal email | Personal email | Optional |
| Date of birth | Birth date | Optional |
| Employment contract | Employment contract type | Optional |
| Gender | Gender | Optional |
| Personal phone or Personal mobile | Phone number | Optional |
| Ethnicity | Ethnicity | Optional |
| Marital Status | Marital status | Optional |
| Address line 1 | Home street address 1 | Optional |
| Address line 2 | Home street address 2 | Optional |
| City | Home city | Optional |
| State/Province/Region | Home state | Optional |
| Zip code | Home zipcode | Optional |
Other optional Reachdesk fields accepted:
There is no direct field mapping with these fields in Hibob, but you can create custom fields, or just exclude them from the report.
| Accepted field name in Reachdesk | Required or Optional? |
|---|---|
| Company | Optional |
| Employment type | Optional |
| Work country | Optional, valid country name, 2 digit or 3 digit code |
| Work street address1 | Optional |
| Work street address 2 | Optional |
| Work city | Optional |
| Work state | Optional |
| Work zipcode | Optional |
4. To update the field names/column names, after generating the report, click on the Settings on the top right. Update the "Column name in this report" with the accepted Reachdesk field name.
5. Save your report.
6. Filter your report as needed. If you only want to sync "active" employees, filter by status = Active.
7. On the top right of the report, click on More > Schedule
8. Input the following details of the schedule:
- Schedule name
- File format: CSV
- SFTP: Select the SFT integration created in the previous step
- Period: Select the frequency and the time of the sync
9. Click Save
View Import History and People Insights in Reachdesk
1. Go back to Reachdesk in the SFTP page
2. Go to the Import details section. Ignore the test files from Hibob; those are automatically cancelled.
3. You will see the first file "scheduled." You can click on Sync to sync the data right away.
4. After clicking Sync, the status will be updated to "Processing"
5. After a few minutes, the status will be updated to "Processing" and you will see how many employees/people are synced.
6. Everyday or based on how frequent your schedule is, you will see the file appear in the import history and have the option to manually sync as needed.
7. Click on the number in People to go to the Insights page. You'll see the employees/people in more detail on the "People" tab.
Start sending to your employees
You can either setup an automated campaign, or send a campaign to leverage your new HRIS integration.
Automated campaigns
When setting up an automated campaign, select Hibob as the "sending user."
Setup the sending criteria based on the data synced from Hibob.
Autofill recipient details when sending a campaign
1. Click on "Send Gift" > Select a campaign
2. In the recipient step, select Hibob > search for the employee you want to send a gift to.
3. Continue to send your campaign.
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