Knowledge Base: FTP

  • Additonal Information

    • Once logged in to your FTP location, the data file should be places in the root directory. The deactivation sheet should be placed in the Deactivation folder. 
    • When a successful import has taken place, the FTP section within the company details page will be updated with the date, status and name of the uploaded file. Only the last 5 successful imports will be recorded.
    • The import is triggered immediately when the upload is completed. Imports are limited to run once per day.
    • Multiple file uploads are not supported and only the first file will get processed. The others are ignored

  • File format requirements

    The user data file can be in .XLSX or .CSV format but must confirm to the WorkRite user data file format requirements. If .XLSX is used, ensure only 1 sheet is in the document, named "Sheet1". If you have not been supplied with the template(s), please contact support@workrite.co.uk. 

    Please note: Do not remove non-mandatory field columns from the spreadsheet. The field can be left blank, where applicable, but the column must remain in the file. 

  • Configuration options

    The following options can be configured upon implementation. All of these configurations are optional. 

    • Deactivation of users - When enabled, users who are no longer present on the user data file will be deactivated in the WorkRite system. This configuration would normally only be disabled if the deactivation of leavers is to be handled as a manual task or using the bulk deactivation template. 
    • Change user groups - When enabled, user groups (i.e. Locations, Departments etc) will be updated in the WorkRite system in line with the latest user data file. The user will be removed from any previous groups

  • Managing users by FTP

    WorkRite support the uploading of .CSV or .XLSX formatted documents which are processed to perform user management actions (create, update or remove users) The Importer runs overnight daily and can accept 1 file each time. 

    User data file import configuration options 

    There are two different methods of structuring user data files for processing by WorkRite, each of these has its own configuration options and file format requirements. 

    The appropriate method will depend on the data of the source system, the export capabilities and your business requirements. 

    1. A single regular user data file

    WorkRite can accept a single file containing all