Integrating with HiBob (SFTP)

Drivetrain HiBob SFTP Guide

Step 1: Configure connection via SFTP

• Prerequisites: You need to be an Account Admin for your HiBob Account

• From the left menu, select Settings > Integrations.

• From the integrations menu, search for SFTP, then click on Connect or Manage from the SFTP tile.

Click Add SFTP destination and enter a Name for the SFTP destination. Then under identification, select Credentials.

If this is your first time setting up SFTP, Bob will display Connect. If an SFTP destination has already been set up at least once, Bob will display Manage.

Get these details from your Drivetrain customer success representative to enter in HiBob:

• Username

• Password

• HostPort

• Path

• Then click save.

Step 2: Setup secure file transfer schedule

• Navigate back to your report that you created in Step 1 - from the left menu, select Analytics > Reports.

• Find the report that you would like to send via SFTP

• Click More dropdown on the top right of your screen

• Click Schedule

Enter the following information:

• Scheduling name: this can be any value

• SFTP: Select the destination that you just configured

• Frequency Period and Timezone: choose any

• File Format: csv

Now save and run. The reports that you created will now be sent to Drivetrain at the schedule that you specified.