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For everyone else...

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". See the instructions for creating your file for more info.

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 support@blissbook.com.

Start on the EMPLOYEE LIST SYNC tab of your People page (click EMPLOYEES in the side nav).

Next, click the Enable button next to the "Automatically via SFTP" section.

For SFTP, click the button and then click Install. Blissbook will automatically generate a secure username and password for you and your credentials & settings will be shown once you click the Install button. Use those credentials to connect to Blissbook to send us your file. Your file should include all active employees; it is a full file sync (see the instructions for creating your file). The file is read upon receipt and then immediately deleted for security reasons. You will receive a response from our FTP server to report the success or failure of your sync attempt.

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 if you want to.

More important is the order in which certain events happen. If you are sending automated invitations to new employees through Blissbook, those employees' email addresses must be valid. Blissbook also needs to know about a new employee before they try to sign in to Blissbook. So the ordering should be:

If you aren't using Blissbook to send invitations, 1 & 2 could be flip-flopped and it would still be OK.

WinSCP, a free SFTP client for Windows, can be used to automate your employee file sync. Below is an example script to sync your file to our SFTP server. The SHA 256 Fingerprint as well as your username and password will be available after you install the SFTP integration. For additional WinSCP scripting and command line options, please refer to WinSCP's guides on automating file transfers and scheduling file transfers.

blissbook-sftp-script.txt

Note: Since your filename must be members.csv, you need to disable resumes or the strict filename rule kills the transfer.

Command Line

Even if you cannot generate/download your employee list file report automatically from your HRIS platform, you can use WinSCP's automation features to make your "manual" file upload take a minute or less. Your workflow would be: Log into HRIS, download your report, drag and drop the downloaded csv file onto a desktop shortcut. That's it!

Here's an example of a working configuration using Microsoft Power Automate:

Here's an example of a working configuration using Cyberduck:

When writing content, use `CREATE_NEW`. Do NOT use `OVERWRITE`.