It’s easy to manually create and update employee profiles within iScout, but many companies wish to automate this process.
For example, you probably have an HR system with employee details like name, employee number, email address, etc. Typically you’ll want to sync this data with iScout weekly, daily, or even several times a day.
The “Dataload” File
There are several ways to sync your data with iScout, but all of them revolve around the “dataload” file.
A dataload is a CSV spreadsheet with particular column names. Here’s an example:
The system will lookup the employee number for each row. If the profile already exists, then it will be updated. If the profile is not found, it will be created.
There are dozens of columns that you can include – such as Title, HireDate, and more. Refer to “How to Load Data” in your iScout site for details on what columns you can include, how the data should be formatted, example spreadsheets, and more.
CREATING A DATALOAD FROM YOUR HR SYSTEM
Generally you’ll need someone in your IT group to connect the data from your HR system to iScout. In most cases, your IT team will create a CRON job that runs daily, imports data from your HR system, manipulates it into iScout’s dataload format, and uploads it to iScout.
The iScout development is not able to create custom code to pull from your HR system. Consider talking to your HR provider, your IT group, or a 3rd-party vendor in order to make this connection.
VERIFYING YOUR FILE
Before you automate this process, it’s a good idea to make sure your dataload file is valid. The easiest option is to manually upload it to the New Dataload Page.
This page will automatically validate your file, but won’t run it. If it is valid, you’ll get a summary of the changes that will be made. If it is invalid, you get a list of errors including the row number, column name, and more.
AUTOMATING YOUR DATALOAD FILE
Now that you’ve got a valid file, you need to upload it to iScout. Assuming you don’t want to upload it manually to the website, there are two options:
API – the dataload.create endpoint allows you to submit a dataload file via the API. You can optionally include email addresses to notify upon success and/or failure.
SFTP – alternatively, you can contact the iScout support team to set up an SFTP folder for your dataload files. Once a file is dropped into that folder, iScout will automatically load it into the system. Again, you can request email notifications upon success or failure.