You’ll create your secure SFTP connection, save the access details, and upload your census file so Clarity can begin syncing your data.
BEFORE YOU BEGIN
Have the census file prepared using the standard CSV template for your source system.
Start Your Secure Connection
Open the secure connection link provided by Clarity and select Allow and Continue.
Save Your SFTP Details
Your secure connection page will display the information you’ll use to access the SFTP portal. Copy and securely save each item before continuing.
- Username
- Password
- Host
- Path
- Port
KEEP THESE DETAILS SECURE
They provide access to your SFTP portal and should not be shared through unsecured email or chat.
Sign In and Upload Your File
Once the connection is established, sign in to the SFTP portal using the credentials you saved. Then upload the appropriate CSV file.
FILE NAMING MATTERS
Your Employee Census file name must begin with
Employee_Census. Example: Employee_Census_xyz.csvSave the File and Start Syncing
After you upload the file, save it when prompted. Clarity will use the latest uploaded file for your data sync.
RIPPLING ONLY
If you are also uploading an additional benefits file, the file name must begin with
Additional_Benefit. Example: Additional_Benefit_xyz.csvYou’re Set!
Once the file is saved, it will be securely uploaded and integrated with Clarity.
Important
- Column names must exactly match the standard CSV template for your source system.
- A mismatch in column names or file structure may prevent the data from syncing correctly.
- The latest uploaded file is the file Clarity will use for the next sync.
Supported standard SFTP templates
bswift, Ease, Employee Navigator, isolved, Paychex Flock, Paylocity, PlanSource, Rippling, and Sage HR.