Integrating with Rippling (SFTP)

This guide walks you through sending your Rippling data to Drivetrain on an automated daily schedule using SFTP. You'll pick a Rippling report and use Rippling's Workflow Studio to export it as a CSV and deliver it to Drivetrain's secure SFTP server — so your headcount models and workforce plans always reflect the latest data, with no manual uploads.

Prefer a direct connection? Use the API Key method.

Choose the SFTP method when your team standardizes on scheduled file feeds, or when direct API access isn't available.

How it works

1. You pick (or build) a Rippling report with the employee fields Drivetrain needs.

2. In Workflow Studio, a daily schedule triggers a Send a report via SFTP action.

3. Rippling exports the report as a CSV and drops it into Drivetrain's SFTP folder every day.

4. Drivetrain ingests the file and refreshes your models automatically.

Prerequisites

• Admin access to Rippling — required to build reports and workflows in Workflow Studio.

• The SFTP connection details from your Drivetrain customer success manager (CSM):

  • SFTP Hostname

  • SFTP Username

  • SFTP Password

  • Destination folder (example: /sftp-XXX/rippling)

  • Port: 22

Request these SFTP credentials from your Drivetrain CSM before you begin, and treat them like passwords — share and store them only through a secure channel.

Step 1 — Identify the report to send

Choose (or create) the Rippling report that contains the workforce data you want in Drivetrain. Typical fields include:

• Employee name, Preferred name, Employee ID, Work email

• Job title, Employee type, Department, Location

• Start date and End / Termination date

• Manager name, Manager email, Manager ID

Step 2 — Build the scheduled workflow in Workflow Studio

1. Open Workflow Studio — use the search bar at the top of Rippling to search for “Workflow Studio”, then open it.

1. From the left sidebar, add a Schedule trigger and pick a suitable time for the workflow to run daily.

2. Drag the Send a report via SFTP action onto the canvas, between the desired steps.

3. Click the step you just added to open its settings, then configure it as follows:

   1. Select the report you want to send (from Step 1).

   2. Select password-based authentication.

   3. Enter the SFTP hostname provided by your CSM.

   4. Enter the SFTP username provided by your CSM.

   5. Enter the SFTP password provided by your CSM.

   6. Set Port to 22.

   7. Set a filename — keep it without spaces (for example, rippling_employees).

   8. Set the Destination folder as provided (for example, /sftp-XXX/rippling).

   9. Set File type to CSV.

   10. Skip the date and time format.

   11. Skip the total and subtotal rows.

   12. Click Test step to confirm the connection and delivery.

   13. Click Save to activate the workflow.

If the test fails, re-check the hostname, username, and password, confirm the port is 22, and make sure the destination folder path exactly matches what your CSM provided (no trailing spaces).

Step 3 — Notify Drivetrain

Inform the Drivetrain team that the workflow is live so they can verify the file lands in the SFTP folder and complete the setup on the Drivetrain side.

What happens next

Once verified, the report is delivered to Drivetrain's SFTP automatically every day at your scheduled time — no manual work required. Drivetrain ingests each file and keeps your models up to date.

Troubleshooting

• Test step fails: double-check the credentials and that the port is 22; confirm the destination path is exact.

• File doesn't arrive: make sure the workflow is turned on and the schedule trigger is enabled, and that the filename has no spaces.

• Columns look wrong or missing in Drivetrain: keep the report structure stable and notify your CSM before changing report columns.

Support

If you run into any issues not covered here, contact your Drivetrain CSM or email [e-mail].