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 FTPS connection (secured with TLS 1.2) or HTTPS.
Start on the SYNC tab of your People page (click ORGANIZATION in the main nav).
Next, click the Edit button next to the "Automatically via FTPS or HTTPS" section.
For FTPS, click the FTPS button and create a password. Your login credentials/settings will be shown once you click the Setup FTPS button. Use those credentials to connect to Blissbook to send us your file. The file is read upon receipt and then immediately deleted for security reasons.
For HTTPS, click HTTPS and then click the Install HTTPS button. You'll then need to generate an API key – just follow the instructions/link provided after you install. Then use the example scripts to create your own to send us your file. The file is read upon receipt and then immediately deleted for security reasons.
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. On the flip side, Blissbook needs to know about a 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.