Pingboard can connect to your organization's SFTP (Secure File Transfer Protocol) server to automatically sync data from a CSV file. This process helps you:
Automatically import employees to Pingboard who are added to your CSV file.
Keep your Pingboard Directory and Org Chart up-to-date with changes made to your CSV file, which is synced hourly.
Automatically remove employees from Pingboard when they are removed from your synced CSV file.
To set up an Automatic CSV Import, you'll need:
Access to an SFTP server.
The login credentials to that server so Pingboard can connect.
A CSV file of employee data, which you'll keep on the SFTP server.