Schedule a file import using Humanforce SFTP

Follow this guide to configure an automated file import task in Integration Central using the Humanforce SFTP option. This lets you schedule recurring imports of CSV files uploaded to your dedicated SFTP folder.

Part 1: Prepare for SFTP import scheduling

Before you begin, ensure the following requirements are met:

• Your organisation has an active and configured Humanforce SFTP folder.
• Your import file (CSV) matches the format of the selected Data type template.
• Files are named correctly and regularly uploaded to the SFTP folder.

If the Humanforce SFTP import option is unavailable, your SFTP folder has not been configured. Contact Humanforce Support to request setup.

Part 2: Select your import file from the SFTP folder

1. Go to Integration Central and click Add new to create a task.
2. Enter a Name for the task (e.g. Leave Balance Import).
3. From the Data type drop-down, choose the appropriate import type.
4. Click Humanforce SFTP import to switch from local to SFTP upload.
5. In the File drop-down, select the desired file from your SFTP folder.
6. Click Next to proceed to field mapping.

Part 3: Configure field mappings

1. On the Field mapping screen, verify that the source fields align with the correct Target fields.
2. Confirm or adjust:
   • Format specifier (e.g. date format: dd/MM/yyyy)
   • Lookup type (e.g. Name, ExportCode)
   • Default value if the import file does not include a value for a given field
3. When ready, click Next.

Field mapping must be accurate to ensure the data imports successfully.

Part 4: Define your import schedule

1. Choose your Execution frequency:
   • Once – a single import at the specified time
   • Daily – import occurs every day
   • Weekly – import occurs weekly on the same day
2. Set the Start date and Time for the import to run.
3. Click Schedule to save the automation.

If you prefer to manage the task manually, click Skip to bypass scheduling.

Part 5: Run or manage the import task

Once saved, your import task appears on the Integration Central dashboard.

• Click Run to trigger an on-demand import (file must be present in the SFTP folder).
• Click the More actions menu (three dots) to:
  • Edit the task configuration
  • Delete the task
  • View logs for recent import runs
  • View history for all past executions

You’ll receive a confirmation and status once the import completes.

Additional information

• Wildcard support: You can use wildcard characters in filenames to support recurring uploads with date/time suffixes. See Integration Central – File Import Supported Features for more details.
• Import file naming: The file name in your SFTP folder must match the one selected during setup to trigger scheduled runs.

You may not have access to schedule or edit file imports depending on your role. Contact your system administrator if options are unavailable.