Integrating SFTP with Compt (Company Administrator)
Setting Up SFTP with Compt
SFTP is a technology that we can use that allows you to import the data from your Payroll or HRIS system to Compt so you do not need to manually manage your employee information. In order to work on getting this setup, we will just need to know if You (or your payroll/HRIS company) or Compt will need to "Host" the SFTP Server. Reach out to your Customer Success Manager or support@compt.io so we can guide you through this process.
Here are a few things to know about SFTP to get started:
Which providers do we support for SFTP?
We support any provider as long as the provider supports SFTP and the customer can modify the column names (to match our requirements).
What is needed to set up an SFTP Integration?
- SFTP server user's username
- SFTP server user's private key
- SFTP server host
- SFTP server port
- The full file name
When uploading to your SFTP and setting things up, you also need to make sure that:
- The file must be a CSV file with UTF-8 or Latin-1 (ISO-8859-1) encoding.
- The file must contain the following columns:
- first_name
- last_name
- eid
- job_title
- hire_date (in YYYY-MM-DD format, e.g. 2022-06-21)
- country (two-letter code, e.g., GB)
- You may also include additional arbitrary fields that may be mapped to groups as columns.
- The filename must be the full path to the file in the SFTP server.
The Private Key must have the following format:
