We at Blink are able to set up an SFTP server where you can upload files (.csv or .xlsx). Whenever a new file is uploaded to your server, we will apply the changes in said file to all impacted users in Blink.
This sync will only pick up the changes in the file and will not assume changes. For example, if the initial sync is done with 1,000 people and the subsequent sync is done with 50, it will not assume that 950 users need to be disabled. Instead, it will only update the 50 people included in the file. If you need to disable users, be sure the file includes the user with the correct flag (eg. Active: false).
CSV/Excel File Specifications
When creating your file, we ask that you be aware of the following information:
We can currently only sync the first page/sheet of the file, so all the information will need to be saved accordingly
The first row of the sheet must contain the headers. These can be in any formation (eg. First Name, FirstName, First_Name, first_name, etc.) but they will always need to be the same after we have mapped against them.
They can be changed in the future if need be but that will require some configuration changes.
There are very few limitations on the mappings. We only require the following:
The External ID and the Username can be whatever you like: (Eg. The External ID can be the same as the Employee ID and then Username can be unique or a combination of things (First Name + Second Name etc). The Active column can be mapped to whatever field you like but we will need a handle to go off (eg. is_terminated = false, active = true etc).
The other fields are optional and can be configured in any way you want (eg. Multiple fields with the same value, etc). We can also add customer logic to pull certain fields in when others are not present, such as populating the work phone if there is one or mobile phone if there isn't.
The following, if included, must be unique:
If the data for these fields is not entirely accurate and there are duplicates, it is better not to include them until the data is clean as it will cause the sync to fail for these users.
What information we'll need from you
A copy of the export format that you will be uploading to the server. This can have real or fake data in it, however if you would like us to run a “dry sync” to check the quality of your data before the initial sync, then we will need real data. The most important however is the headers.
What you would like to map to what. Here are the Blink fields, please fill in the others as required.
Start Employment Date
End Employment Date
💡 Ready to get started?
Send the requested information to us at firstname.lastname@example.org and we'd be happy to help!