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
Once you have confirmed your file format is correct, you can link your server to Small Improvements.
Navigate to Administration > Integrations.
Select Custom CSV Import.
Enter your Custom Report URL (ensure it uses https).
Provide your Login Credentials.
Click Save.
3. Preview the data before scheduling imports
We recommend testing the connection to see exactly how the data will appear before the first live sync.
Switch to the Preview tab.
Click Fetch to pull a sample dataset from your server.
Review the fields to ensure all information is displaying as expected.
Tip: Previewing your data is a great best practice to prevent scheduling an import that might contain incomplete or outdated records.
4. Schedule the automatic import
After confirming the preview is accurate, you can turn on the automation.
Return to the Configuration tab.
Select the checkbox for Run automatic imports (every 2 hours).
Click Save. 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.
Your system is now set! Small Improvements will check your server for updates every two hours. You can monitor the status of these syncs at any time by visiting the History tab.