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Integration

Overview

The Employee Vault supports integration with up to five secure FTP (SFTP) servers or endpoints, streamlining the process of securely transferring documents to employee vaults. This integration allows for the automatic and manual synchronization of files, ensuring that critical documents like monthly payslips and yearly tax documents are always up-to-date.

Features of Vault Integration

Automated Daily Sync: The vault automatically polls the SFTP servers once daily around 4 AM in your domain’s time zone for new zip files containing documents for users.

Manual Sync: Both vault admins and domain admins can perform a manual or on-demand sync at any time.

Password-Protected Zip Files: The vault supports password-protected zip files, with the password provided during the integration setup.

Multiple SFTP Servers: Files can be uploaded from different SFTP servers to different vault folders, allowing for organized document management (e.g., one server for payslips, another for tax documents).

Basic Steps for Integration

Switch on the toggle to enable integration. To set up and configure SFTP server integration, follow these steps:

Configure Endpoints:

  1. SFTP URL: Enter the full endpoint where the zip file will be fetched from, e.g., sftp://IPAddress/Folder/SubFolder/ArchivedFileName.zip. The files inside the zip must follow the naming convention [EmployeeID]-NNN-[DDMMYYYY]-NNN.pdf [EmployeeID]: Identifies the user’s vault where the file will be uploaded. [DDMMYYYY]: Fetches the month and year, which is appended to the 'Auto-Prefix Label' to form the filename. Example: For an employee with ID 10001, date 01102021, and Auto-Prefix Label Pay Slip, the filename will be Pay Slip Oct-2021.pdf.

  2. Zip File Password: Provide the password for the zip file during the integration setup.

  3. Select Folder: Choose the vault folder in MangoApps where the files from the FTP server will be uploaded.

  4. Auto-Prefix Label: Specify text to be prefixed to the names of all uploaded files.

  5. Add More Endpoints: Click + Add More to configure additional SFTP folders.

Authentication (Optional)

Provide login ID and password if the SFTP server requires authentication.

  1. Save and Fetch Now: Click to save the settings and fetch the files immediately.

  2. Save: Click to save the integration configuration.

Example Configuration

  • SFTP URL: sftp://203.0.113.0/Payroll/2023/PayrollArchive.zip

  • Zip File Password: password123

  • Select Folder: Monthly Payslips

  • Auto-Prefix Label: Pay Slip

  • Authentication: (if required) loginID: exampleUser, password: examplePass

This setup will ensure that the vault fetches the specified zip file daily, extracts and uploads the documents to the appropriate employee vaults, and prefixes filenames as configured.

By following these steps, you can efficiently manage and automate the secure transfer of important documents to your employee vaults, ensuring data integrity and accessibility.

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