Import from sFTP.

The sFTP import function allows you to import people into a Chart from external sources. Your Chart is always kept up-to-date by Organimi's automated import system, which detects changes in the original data files and automatically updates your Chart.

Please note: If people are removed from the HR system or Directory system that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.

To enable the automatic update function and always keep your chart up-to-date, put a checkmark in the checkbox, Automatically keep data in sync when changes are made to the original data.

Organimi checks for changes in org charts every 4 hours to keep the charts up to date. User can manually run the integrations anytime by clicking "Run Integrations" from the settings.

Organimi also supports attachments (filepath only) and member photos (via public URL/filepath) via sFTP. Users need to create a custom field of type attachment in order to match it to the attachment field from the source file. Member photos field is available in Organimi and is visible while matching the fields for the integration.

Please see the attached video on how to use the attachment type - sFTP attachment integration

1. From your dashboard, select Integrations.
2. Select SFTP 
3. Click Get Started 
4. Type the connection information for your sFTP server. 
5. To create a chart, click on + New Chart Integration
6. Add the filepath for the import file and enter the name for the chart and then click on SETUP
7. Put a checkmark next to items you do not wish to import. Click NEXT.          
   
   
8. Auto build departments to add departments as role cards and auto-detect assistant roles.  Click NEXT.           
9. Under Important fields to build chart, map ID Field and Manager Field to corresponding columns from the import file. After selecting these fields, click NEXT.
10. Match required fields from the import file to Organimi columns. Click DONE.           
11. Click Submit and Confirm to generate the chart.           

Your generated chart

          

To import photos:

• Click on +New Photo Integration
• Add the filepath for the photos folder on the sftp server and then click on SETUP

Please note that the photos should be stored in a folder on the sftp server. Also, the filename for each photo should be their respective email addresses so that it is automatically mapped.

Note: .Zip extensions are not supported for photos folder

Selective Sync

The synced integrated charts are in sync with the source data which keeps the charts up-to-date.

• The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
• All the other fields can be edited

Having trouble? Contact us at [e-mail].