Managing Integrations
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      3. Managing Integrations

      Automated User Management with your HRIS (Admin Only)

      Process: Customer generates a user report from Human Resources Information System (HRIS), uploads to an SFTP (Secure File Transfer Protocol) location - Inspire automatically imports the data. This can be done on a daily, weekly, or monthly basis. 

      • The file format should be a standard CSV file saved in CSV UTF-8 format. 
      • Once we have tested the process, we will connect to your live instance and provide instructions on how to access the SFTP.
      • Please note the specific spelling and casing of the import fields below. The columns provided need to match these names exactly. If these names are not possible based on your HRIS system, we can work with you to create a custom mapping separately. 

      Column Title

      Required/Optional

      Notes
      ExternalPersonKey Required A unique ID for the person. Consider using the unique identifier from your system of record
      HireDate  Optional If not provided, will default the initial import date
      EmailAddress See Note Only UserName or EmailAddress are required. Only use both if email is different than UserName 
      UserName  See Note Only UserName or EmailAddress are required. Only use both if email is different than UserName 
      FirstName  Required  
      MiddleName  Optional  
      LastName  Required  
      BusinessUnit  Optional  
      Region Optional  
      Location Optional  
      Project Optional  
      Department Optional  
      Phone Optional  
      EmploymentRole  Optional  
      ExternalSupervisorPersonKey See Note Required for setting supervisor relationships. Must match the ExternalPersonKey of the person's supervisor.
      SupervisorAsOfDate Optional If not provided, will default the initial import date
      OlsonTimeZoneId  Optional If not included it will default to Pacific time zone and will have to be updated manually. Example “Pacific Standard Time”