SFTP Integration

adp workforce now how to send data from hris via sftp hi there! this guide will walk you through setting up sftp data transfer from adp workforce now to bindbee we've broken it down into simple steps to make the process as smooth as possible let's get started! 👋 overview sftp (secure file transfer protocol) provides a secure and private way to send files over the internet you can generate reports in adp and setup automated recurring transfers via sftp we'll cover how to enable it in this guide we use full files and remove any rows that aren't present in each transfer to ensure data consistency step 1 create a custom report in adp first, let's set up the report that will contain your employee data log into adp and navigate to reports & analytics click "set up new" under custom reports on the set up new report page, name your report exactly as "employee census csv" this specific naming is required for the integration to work correctly click "select fields" to continue step 2 add fields to your custom report you can find all the fields required for your use case in our sftp report template https //docs google com/spreadsheets/d/1spjmbe5w9 toriz0x0zx dhmyn0vxjv2phghn29hsjw/edit?gid=0#gid=0\&fvid=1670964332 please note that the fields must exactly match how they appear in that file now, let's add the necessary data fields search for fields under "add fields" click the + button to add fields to your report required fields associate id (required for employee syncing) position id (required for employment data) important please contact your bindbee representative for the complete list of required fields for your specific use case we'll provide you with our sftp report template; the field names must match exactly as they appear in that template when you've added all needed fields, click "save + run" you'll be taken to the view report screen, where you can export as csv click "run" to finalize the report step 3 automated & recurring sftp transfer for automated transfers, you'll need to set up adp's automatic export service (aes) contact your adp representative to initiate the setup they'll help you complete a statement of work (sow) the automation typically takes 3 4 weeks to set up there is a monthly fee for this service (typically $30 $50/month, but check with your adp rep for current pricing) when filling out the sow, you'll need wfn client id characters after @ in your adp login wfn security master your adp admin authentication level password date stamp required optional (recommended yes) required pgp encryption no additional required information will be provided in your bindbee integration portal ftp username → username authentication password → password directory → path host name → host port → port step 4 scheduling your report once adp confirms your sftp setup go to report & analytics → all custom reports find your custom report and open its menu select "schedule to run" configure your preferred transfer schedule click "apply" to save final steps you will get a confirmation about successful setup from adp we'll verify the report format and data transfer your data will begin syncing on schedule! troubleshooting if you encounter any issues, please check these common requirements report name must be exactly "employee census csv" the report must include the "associate id" column the file must be in csv format need help? our customer success team is here for you! contact support\@bindbee com mailto\ support\@bindbee com or reach out through your preferred support channel