You can connect Small Improvements to a remote server to automatically import your user data. This helps you save time and ensures your employee records stay current. This guide walks you through setting it up, testing the connection, and starting an automatic sync.
1. Confirm the file works with manual import
Before setting up the automatic connection, test your file with the manual import:
Download the file generated by your remote server.
Manually import it into Small Improvements using the CSV import screen.
If this works without errors, you’re ready to move on.
Note: If your manual import fails, follow our CSV import troubleshooting guide before proceeding.
2. Set up the automatic connection
Go to Integrations and select Custom CSV Import.
Enter your Custom Report URL (must use https) and your login credentials.
Click Save.
3. Preview the data before scheduling imports
Switch to the Preview tab.
Click Fetch to load a sample of the dataset from your server.
Review the data to make sure everything looks correct.
Tip: This step ensures you do not accidentally schedule an import with incomplete or incorrect data.
4. Schedule the automatic import
Go back to the Configuration tab.
Select the Run automatic imports (every 2 hours) option.
Save your changes.
The system will now run the import automatically every 2 hours. You can check the results in the History tab to confirm everything is running smoothly.