To automate your employee list file sync, your IT team will have to (1) automatically generate your employee list from your HRIS, payroll system, or Active Directory using one of the employee list templates as a guide and (2) send that file to us on a cadence you choose (daily, weekly, every 5 minutes... it's up to you).
If you automate your file sync, the name of the file must be "members.csv".
We are happy to talk about this with you and your IT group if/when you decide you want to set this up, just contact us at firstname.lastname@example.org.
You can send your file via a secure FTP server (FTPS, secured with TLS or SSL) or HTTPS.
For FTP, click the FTP button on the Integrations page (click the • • • in the top right corner of Blissbook and then Integrations) and create a password. Your login credentials/settings will be shown once you click the Setup FTP button. Use those credentials to connect to your new Blissbook FTP account to send us your file.
For HTTPS, first generate your API keys on your account settings page (click the • • • in the top right corner of Blissbook, then Settings, then the Generate a new API Key link). Next, enable HTTPS user sync on your Integrations page. Once enabled, you will see example commands you can model off of to send your file to Blissbook.
Again, your employee list in Blissbook updates any time you send a file. Most of our customers send it nightly, but you could send it every 5 minutes or once a week/month if you wanted to.
More important is the order in which certain events happen. If you are sending invitations to new employees through Blissbook, the new employees email address must be valid. On the flip side, Blissbook needs to know about new employee before they try to sign in to Blissbook. So the ordering should be:
- Email address works (so the invitation/login email won't bounce)
- You tell Blissbook
- Employee then tries to sign in
If you aren't using Blissbook to send invitations, 1 & 2 could be flip-flopped and it would still be OK.