Bucketlist will provide you with our server credentials so you can do the set up on your end.Note: a set up fee may apply from your HRIS vendor (this is outside of Bucketlist). It's possible you may need to contact a rep or submit a service request to your HRIS vendor to help you set up the SFTP csv to Bucketlist (if you are unable to do it on your end).When a user is added to the file, they will be added and invited to Bucketlist When a user is removed from the CSV, they are deleted from the platform. The CSV should be cumulative, meaning that all the users should be in the csv file.You can schedule how often you want to push new file updates to Bucketlist. They sync happens overnight to Bucketlist daily between 3:00AM - 8:00AM EST. If this is a requirement on your end, please provide your Bucketlist rep with the necessary IP addresses for whitelisting. This requires Bucketlist to whitelist your IP addresses from where the CSV is going to come from. Inform your Bucketlist representative if you require our SFTP whitelist location (recommended).Please let us know if this is a requirement on your side. A public key (open ssh style) is an option for the secured connection vs username/password, etc.

You can use these credentials to either a) set up a an SFTP csv connection within your HRIS (most common) or b) drop the csv file manually to our server (less common).

Bucketlist will provide you with credentials to access our server (username, password, IP address, port).

SFTP CSV Set up and Instructions This article summarizes how your company can automatically synchronize users in Bucketlist via SFTP csv SFTP General information

Sublime text sftp config