Integration via SFTP

  • Updated

Is your system not among the standard integrations? Then you can deliver employee data via SFTP. We process the file automatically.

Use this integration to automatically onboard, update, or offboard employees in Epassi via a CSV file delivered over SFTP or FTP.

How it works

Epassi picks up a CSV file from a configured folder on your SFTP server twice per day and processes any changes to employee records automatically.

Setup requirements

To use this integration, you need to host and manage your own SFTP or FTP server. Epassi connects to your server to pick up the employee file, we do not provide SFTP hosting.

To get started, share the following details with Epassi, preferably via a secure channel:

  • Protocol: FTP or SFTP
  • Hostname or IP address
  • Port
  • Directory path where files are placed
  • Authentication: username & password (use a dedicated, limited-access user)
  • Connection mode, if applicable (e.g. passive or active)

IP whitelisting: If your server restricts inbound connections, whitelist 99.80.106.85 .

File format requirements

  • Format: CSV, comma-separated (, only: semicolons and other delimiters are not accepted)
  • Dates: YYYY-MM-DD
  • Decimals: dot notation (123456.71)

File naming: Files must follow this pattern: alleo_employees_[anything].csv

Valid examples

  • alleo_employees_20240101.csv
  • alleo_employees_export.csv
  • alleo_employees_001.csv

Important: All files matching the pattern in the configured folder are processed on every sync. Keep only one file in the folder at a time. If you use date-based names, remove the previous file before uploading a new one, or use a fixed filename and overwrite it each time.

Sync schedule

Event Time (UTC)
File pickup 02:45 and 20:00
Employee deactivation (offboarding date reached) 23:00

Important: email address changes

Important: Email address changes are only processed automatically if an external_id is known for the employee. If no external_id is available, a new Epassi account will be created for the new email address: the existing account remains active as well.

CSV field reference

If your export system uses different field names, Epassi can configure field mapping. Provide us with your field names and we'll map them to the Epassi fields below.

Field Required Notes
Email Mandatory Unique identifier per file. Also required when updating an existing employee. Email address changes must be reported to manager-support@epassi.nl .
First name Mandatory Also required for updates.
Last name Mandatory Also required for updates.
Prefix Optional ,
Onboarding date Optional Format: YYYY-MM-DD . If the date is in the past or left empty, the employee is onboarded immediately. The employee can log in from this date onwards. Once synced, this date cannot be changed via the Manager Portal, contact support if adjustment is needed.
Offboarding date Optional Format: YYYY-MM-DD . Set at least 30 days in advance. Can only be moved to a later date if the account is still active. Employee reactivation after deactivation requires contacting manager-support@epassi.nl .
Probation period end date Optioneel Formaat: YYYY-MM-DD
Birthday Optioneel Formaat: YYYY-MM-DD
Work anniversary Optioneel Formaat: YYYY-MM-DD
Marriage date Optioneel Formaat: YYYY-MM-DD
Language Optional en (English), nl (Dutch), de (German). Defaults to the company language if not provided.
Group name Optional Must exactly match an existing group name in Epassi.
External id Optional Required to automatically process email address changes.
Custom fields Optional Use naming convention: custom_field_name (e.g. custom_employee_id ) Appears in reporting as alleo_custom_employee_id .

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