Setup Secure File Transfer Protocol (SFTP) for sharing data files
Secure File Transfer Protocol (SFTP) is a standard approached for securely accessing, transferring and managing large files and sensitive data. Teamgage supports SFTP so you can automate how you share People & Teams/HRIS data without needing to manually
upload your People & Teams Data File in the Portal.Notes about using SFTP
Once requested to use SFTP, a dedicated endpoint and will be shared with you securely. Please specify which people in your organisation should receive the secure share when requesting the connection info. If you have your own key pair already, you will need to share your public key with us first so that we can set up your access. If you need us to generate the key pair or are using credentials, please let us know and we will provide the necessary details with the secure share.
Please note that files are not automatically processed after upload, so you will need to organise a schedule for processing with Teamgage. You should schedule an update in line with your organisation Huddle/Survey notification schedule. You should ensure the export schedule allows at least 5 business days before your next reminder schedule to ensure processing is complete in time.
If possible, we recommend you send an automated notification to support@teamgage.com after uploading a new file to the SFTP endpoint (eg. there is a new HRIS extract available).
How to setup SFTP
- Send an email to support@teamgage.com requesting to setup SFTP. Be sure to include:
- your organisation's name (Eg. Company XYZ)
- the email address for Teamgage to securely share the SSH Key Pair/credentials with
- Setup a regular cadence for the file to be transferred to Teamgage
- Configure an automated “file upload ” notification to send to support@teamgage.com
- Upload a test file - make sure you let Teamgage know once this has been done (Eg. email support@teamgage.com)
- Done.
Related Articles
Using Secure File Transfer Protocol (SFTP) for Sharing Data Files
Overview Secure File Transfer Protocol (SFTP) is a standard method for securely accessing, transferring, and managing large files or sensitive data. Teamgage supports SFTP so you can automate how you share People & Teams/HRIS data, instead of ...
Using the Data Import Preview
To ensure a smooth bulk import of your People & Teams data, Teamgage may provide you with a Data Import Preview. This allows you to confirm that all data will be imported correctly before it is finalised. This step is especially important during ...
Uploading A File
At Teamgage, we take the responsibility of customers data seriously. No people data is ever shared over email. Instead, we provide a secure File Upload feature in the Teamgage Portal. All uploads are encrypted during transfer and at rest. You will ...
Upload your HRIS Data into Teamgage
Who Is This For? Organisations with 200+ employees. Overview For larger organisations, the simplest way to keep Teamgage up to date is to upload your HRIS export directly into the platform. We’ll apply custom rules tailored to your organisation to ...
Managing People Data & Team Hierarchy in Teamgage
Teamgage helps you build and maintain an organisational hierarchy that reflects your employees, teams and managers. This article is relevant for: New Clients - Setting up your initial hierarchy during onboarding Existing Clients - Keeping your data ...