Custom user synchronization
The Import Users screen allows you to quickly add users into Small Improvements from an Excel spreadsheet or CSV (Comma delimited) file. It also gives you the ability to view previous import logs if you are regularly updating your user base by re-importing.
If you'd like to import users via Excel, visit our help guide here. Sometimes the default options for importing users are not suitable for your company's use case. We also have a power user feature available on request for companies who need to set up a regular background import from an import file published by other web-based HR information systems or personnel management solutions.
Automatic import from another server
This option is off by default, but our support team can enable the option for you.
Before you start, please ensure that the file generated by the remote server can be downloaded and manually imported into SI. If that works, then enabling the automatic import will be easy.
Once SI support has enabled the option, the config screen will contain a section looking like this:
Just enter your credentials and the server's URL, using https, and save the screen.
But don't set an automatic import cadence just yet! Move to the preview tab, you'll see a new "Fetch" button that will help you preview the server's dataset.
Once you've confirmed that this looks fine, go back to the Config tab and then use the hourly option to ensure the task kicks off in a timely manner. You'll find the results of the import in the history tab (explained above).