What does the Automatic Spreadsheet Import option do?

Pingboard can connect to your organization's SFTP (Secure File Transfer Protocol) server to automatically sync data from a CSV file. This process helps you:

  • Automatically import employees to Pingboard who are added to your CSV file.
  • Keep your Pingboard Directory and Org Chart up-to-date with changes made to your CSV file, which is synced hourly.
  • Automatically remove employees from Pingboard when they are removed from your synced CSV file.

To set up an Automatic CSV Import, you'll need:

  • Access to an SFTP server.
  • The login credentials to that server so Pingboard can connect.
  • A CSV file of employee data, which you'll keep on the SFTP server.

Set up Automatic SFTP Imports

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