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How to send HRIS Data from SAP SuccessFactors through SFTP
How to send HRIS Data from SAP SuccessFactors through SFTP
Abe Chen avatar
Written by Abe Chen
Updated over a week ago

Disclaimer: Merge is rolling out SFTP in beta for select platforms. If you opt-into this feature we will maintain close support and communication but please expect bugs as we partner to improve this feature for you.

Overview

SFTP (Secure File Transfer Protocol) is a secure service for sending files another over the internet. You can send data directly from SAP SuccessFactors using SFTP. This method utilizes the full file and deletes any rows that are not present in each transfer.

If you want to utilize a manual csv upload, skip to step 2.

Step 1: Configure connection via SFTP

  1. Search and click “Security Center” and select "Other Keys"

  2. Press "Add" in the upper left corner then name the SSH Key

  3. Choose "Authentication Key (SSH)" from the "Category" dropdown

  4. Click "Generate and Save"

  1. Download the Public Key from the key instance.

  2. Locate and right-click the downloaded file, select "Open With"

  3. Open the file with TextEdit

  4. Copy the entire SSH Key, including the "---- BEGIN SSH2 PUBLIC KEY ----" to "---- END SSH2 PUBLIC KEY ----" lines

  5. Paste the key into your Link modal

Step 2: Create a custom report in SAP SuccessFactors

You will be guided on how to create a custom report with fields that you wish to send securely via SFTP. This guide covers how to create Employee information (2a) and Employment information (2b) custom reports.

Regardless of which report you are creating, first search and click “Integration Center”

  1. Click "My Integrations" then "+ Create" in the upper right corner

  2. Select "Scheduled Simple File Output Integration"

  3. You may now proceed to Employee information (2a) or jump ahead to Employment information (2b) depending on your specific data requirements.

2a. Create an Employees Report

Assuming you've already followed the setup in Step 2. To generate an Employee Personal Information report, type "PerPersonal" in the Entity Name search field and select Personal Information.

It is required that you include the employee id aka "Person ID External (personIdExternal)" in field 1.

You may include any fields that you wish to share in this report but here are some recommended fields.

  • Start Date

  • First Name

  • Last Name

  • Preferred Name

  • Gender

If you don't need any more fields, you may proceed to Step 3.

Optional: If you want to include employee number or employee date of birth, you'll need to access PerPersonal's relational table by checking "personNav" (item 56), see screenshot below.

  1. Once you've added the fields that you need, press Select on the bottom right

  2. Set the Report's Header Type to "Simple Header"

  3. Press next to proceed to "Configure Fields"

  1. Click the "+ Add" button

  2. Add Field" from the dropdown

  1. "Expand the "Entity Tree View" dropdown

  2. To add multiple fields at a time, make sure to check the "Add Another" checkbox.

  1. Now select personNav

  2. Then select any biographical information that you want to include in your report

    1. personId

    2. Date of Birth

  3. Press "cancel" once you're done. Don't worry all of the fields that you added above are automatically saved.

Once you have added all of the fields you need for this Employee Report, press "Next" until you reach Destination Settings. Then follow the instruction in Step 3 of this guide.

2b. Create an Employments Report

Assuming you've already followed the setup in Step 2. To generate an Employment History Information report, type "EmpJob" in the Entity Name search field then select Job Information (EmpJob).

It is required that you check to include "User ID (userId)", field 3.

You may include any fields that you wish to share in this report but here are some recommended fields.

  • Start Date (startDate)

  • User ID (userId)

  • Company (company)

  • Department (department)

  • FLSA Status (flsaStatus)

  • Is Fulltime Employee (isFulltimeEmployee)

  • Job Classification (jobCode)

  • Job Title (jobTitle)

  • Location (location)

To access additional fields, we'll also need to access EmpJob's relational table.

Select the checkboxes in the "Navigations" portion of the window for any fields relevant to your use case.

For...

  • cost center, select Cost Center (costCenterNav to Cost Center)

  • department, select Department (departmentNav to Department)

  • business unit code select, Business Unit (businessUnitNav to Business Unit)

  • termination date, select User ID (employmentNav to Employment Details)

  • job title, select Position (positionNav to Position)

  • supervisor id, select Supervisor (managerEmploymentNav to Employment Details)

  • termination date, currency, frequency, picklist label or pay comp value, select Employment Type (employmentTypeNav to PicklistOption)

  1. Once you've added the fields that you need, press Select on the bottom right

  2. Set the Report's Header Type to "Simple Header"

  3. Press next to proceed to "Configure Fields"

To include additional fields from EmpJob's relational tables. Click the "+ Add" button and select "+ Add Field". If you don't have any additional fields to include, skip ahead to Step 3 of this guide.

To select multiple fields without the modal closing, please check the "Add Another" checkbox at the bottom of the modal before adding fields:

To add any of the following fields, select from "Entity Tree View" in order left-most to right-most column. Then "Add AssociationSelected Field".

For...

  • cost center, select Cost Center (Cost Center)

  • department, select Department (Department)

  • business unit code

    • select select businessUnitNav (to Business Unit)

    • then select Business Unit Code (externalCode)

  • termination date, select User ID (employmentNav to Employment Details)

  • job title, select Position (positionNav to Position)

  • supervisor id

    • select managerEmploymentNav

    • then select Person ID External (personIdExternal)

  • termination date,

    • select employmentNav

    • then select Termination Date (endDate)

  • start date

    • select comInfoNav (to Compensation Information)

    • select empPayCompRecurring (to Compensation)

    • then select Start Date (startDate)

    • a warning popup may appear, select "Yes"

  • currency

    • select comInfoNav (to Compensation Information)

    • select empPayCompRecurring (to Compensation)

    • then select Currency (currencyCode)

    • a warning popup may appear, select "Yes"

  • frequency

    • select comInfoNav (to Compensation Information)

    • select empPayCompRecurring (to Compensation)

    • then select Frequency (frequency)

    • a warning popup may appear, select "Yes"

  • pay amount

    • select comInfoNav (to Compensation Information)

    • select empPayCompRecurring (to Compensation)

    • then select Amount (paycompvalue)

    • a warning popup may appear, select "Yes"

  • username

    • Select userNav

    • then select Username (username)

  • picklist label

    • select employmentTypeNav

    • then select the picklistLabels -> label

    • a warning popup may appear, select "Yes"

  • job title

    • select positionNav (to Position)

    • then select Job Title (jobTitle)

Example of how to get to start date.

Once you've added all of the fields you need for this Employment Report, press "Next" until you reach Destination Settings. Then follow the instruction in Step 3 of this guide.

Step 2c. Manual CSV Upload

If you are planning to use the manual CSV upload method you should download the custom report(s) that you created above. Then simply upload into the Linking modal and you're done!

Step 3: Setup secure file transfer schedule

In the Destination Settings window, please populate the following fields using the information provided from the Linking modal.

For the following fields, use the unique values (not the necessarily the values in the screenshot) generated by your linking modal.

  • SFTP Server Host Address: "Host"

  • SFTP User Name: "Username"

  • Port: "Port"

  • File Folder: "Path"

Then populate the rest of these fields:

  • Authentication Type: Certificate based Authentication

  • Authentication Key: Select the key generated from Step 1

  • File Name Prefix:

  • File Extension: csv

Set Occurs to the preferred schedule value, then click Next.

  1. To send the file immediately select "Run Now"

    1. Confirm by clicking "Save and Continue"

  2. Or for a later scheduled occurrence select "Set Schedule".

  3. The "Integration Name" has to be unique but you can name it anything

Congrats! Your all done, you will now be receiving files containing employee information, employment information or both at the scheduled occurrence that you set.

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