Using a Secure File Transfer Protocol (SFTP) integration allows you to automate bulk employee data updates directly into Reflektive. Once configured, the sync runs automatically every day at 8:00 PM PST.
1. Connection Details & Prerequisites
To access the designated SFTP folder, you will need to download and install an SFTP client (such as Cyberduck or FileZilla). Use the following parameters to configure your connection:
Protocol: SFTP
Authentication Level: Password
Username: ADD USERNAME HERE
Password: ADD PASSWORD HERE
Directory: accounts
Host Name: account-sync.reflektive.com
Port: 22
IP address: 54.191.198.86
2. File Formatting & Requirements
Before dropping your file into the SFTP folder, ensure your data export meets the following specifications:
File Name: Must be named strictly
accounts.csv.File Format: Standard Comma-Separated Values (
.csv).File Directory Path: The path configured in Reflektive and your SFTP client must match:
companyname/accounts/accounts.csv.Folder Cleanup: Maintain only one CSV file inside the
/accountsdirectory at any given time.Data Scope: Include a complete report of all currently active employees.
Column Headers: Format all column headers to align with the system ingestion template. (Refer to your onboarding template attachment for exact field mappings).
3. Implementation Steps
1.Configure SFTP Client:Prerequisite.
Open your SFTP client, create a new connection using the credentials provided in Section 1, and log in to verify access to the target directory.
2.Format & Upload File:
Export your active employee report, format it according to the standard template, rename it to accounts.csv, and place it in the companyname/accounts/ directory.
3.Notify Support for Data Validation:
Contact your Reflektive representative as soon as the initial file is uploaded. We will validate the file structure and compare it against your existing Reflektive data before activating the daily automated schedule.
Related article: Generic SFTP - Syncing Your Employee Data with Reflektive