---
title: "HiBob - How do I send HRIS data via SFTP?"
slug: "hibob-how-do-i-send-hris-data-via-sftp"
tags: ["SFTP Integration", "Custom Report", "File Transfer"]
updated: 2026-05-27T14:49:10Z
published: 2026-05-27T14:49:10Z
canonical: "docs.thrivelearning.com/hibob-how-do-i-send-hris-data-via-sftp"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrivelearning.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HiBob - How do I send HRIS data via SFTP?

SFTP (secure file transfer protocol) is a secure and private service for sending files over the internet. You can also securely upload reports on a one-time basis via a manual CSV upload. We utilize full files and delete rows that are not present in each transfer.

In this guide, you will be given detailed instructions on how to create a custom report in HiBob with fields that you want to include for your use case.

## Step 1: Create a custom report in HiBob

1. From the left menu, select **Analytics** > **Reports.**
2. Click **+ Add New.**
3. Select **Report > Start from scratch > General report.**
4. The **Build report from scratch** popup appears, containing the column picker.

![Interface for building reports with various fields and options for customization.](https://cdn.document360.io/3a0609fb-d96c-4ce1-aabe-d9338fb1e858/Images/Documentation/1(1).png?sv=2026-02-06&spr=https&st=2026-11-05T20%3A12%3A17Z&se=2026-11-05T21%3A12%3A17Z&sr=c&sp=r&sig=PA7DEQBT3Sw8%2FehsEEQDE1uZcj4KysjcheyYDs3WVQg%3D)

1. From the left column, select the fields you want to appear as columns in the report. Either search for the field or click on a report type. Then, click on the field name to add it to the column on the right.
2. You MUST include the Employee ID field

You may also include any of these other fields in your custom report:

| **Basic info**: - Display Name - Email - First Name - Last Name - Avatar URL | **Address:** - Address line 1 - Address line 2 - Zip/Post/Postal code - State/Province/Region - City - Country - Site - Site city - Site country - Site State/Province/Region - Site address line 1 - Site address line 2 - Site Zip/Post/Postal code |
| --- | --- |
| **Employment:** - Employee ID - Employment effective date - Employment type - Employment type/Effective date - Employment contract - Employment contract/Effective date - FLSA code - Salary pay type | **Home:** - Gender - Marital Status |
| **Identification:** - SSN | **Work:** - Currency - Job title - Department - Start date - Employee Number - Work Location ID - Reports to - Manager's ID - Work effective date - Base salary/Effective date |
| **Payroll:** - Base salary - Pay - Pay/Effective date - Salary effective date - Salary pay frequency - Salary pay period | **Personal**: - Date of birth - preferred first name - preferred last name - Personal phone |
| **Lifecycle**: - Termination date - Lifecycle status (commonly known as Employment status) - Status | **Compensation band:** - Base salary currency |
| **Work contact details**: - Work Location Address - Work phone | **EEO**: - Ethnicity |
| **User data:** - Creation date | **Personal contact details**: - Personal email - Personal mobile |
| **Financial:** - Account number - Account type - Bank name - Routing number | **Positions:** - Position - Position/Effective date |

**Finalise Report**

1. To delete a field from the right column, hover over the field name and click **X**.
2. Click **Generate**. The report will be displayed.
3. To save the report, click **Save as**
4. Enter the name for the report as **"Employee_Information.csv"** and add a description if necessary. Then, select the folder to save it in or create a new folder and click **Save**.

> [!NOTE]
> Note:
> 
> If you leave the page before saving the report, the report won’t be saved.

![Form to save an employee report with fields for name, description, and folder selection.](https://cdn.document360.io/3a0609fb-d96c-4ce1-aabe-d9338fb1e858/Images/Documentation/2(1).png?sv=2026-02-06&spr=https&st=2026-11-05T20%3A12%3A17Z&se=2026-11-05T21%3A12%3A17Z&sr=c&sp=r&sig=PA7DEQBT3Sw8%2FehsEEQDE1uZcj4KysjcheyYDs3WVQg%3D)

## Step 2: Configure connection via SFTP

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

1. From the left menu, select **Settings** **>** **Integrations**.
2. From the integrations menu, search for **SFTP**, then click on **Connect** or **Manage** from the SFTP tile.
3. Click **Add SFTP destination** and enter a **Name** for the SFTP destination. Then under identification, select Private Key.

> [!NOTE]
> Note:
> 
> If this is your first time setting up SFTP, HiBob will display Connect. If an SFTP destination has already been set up at least once, HiBob will display **Manage.**

![Settings page showing integrations with SFTP storage option and management button.](https://cdn.document360.io/3a0609fb-d96c-4ce1-aabe-d9338fb1e858/Images/Documentation/3(1).png?sv=2026-02-06&spr=https&st=2026-11-05T20%3A12%3A17Z&se=2026-11-05T21%3A12%3A17Z&sr=c&sp=r&sig=PA7DEQBT3Sw8%2FehsEEQDE1uZcj4KysjcheyYDs3WVQg%3D)

Return to your Link Portal (see below) to get the following information for HiBob: Username, Private key file, Host, Port, Path, then click save.

![Input your SFTP information including username, host, port, and path details.](https://cdn.document360.io/3a0609fb-d96c-4ce1-aabe-d9338fb1e858/Images/Documentation/4(1).png?sv=2026-02-06&spr=https&st=2026-11-05T20%3A12%3A17Z&se=2026-11-05T21%3A12%3A17Z&sr=c&sp=r&sig=PA7DEQBT3Sw8%2FehsEEQDE1uZcj4KysjcheyYDs3WVQg%3D)

![Form to add SFTP destination with fields for credentials and destination address.](https://cdn.document360.io/3a0609fb-d96c-4ce1-aabe-d9338fb1e858/Images/Documentation/5(1).png?sv=2026-02-06&spr=https&st=2026-11-05T20%3A12%3A17Z&se=2026-11-05T21%3A12%3A17Z&sr=c&sp=r&sig=PA7DEQBT3Sw8%2FehsEEQDE1uZcj4KysjcheyYDs3WVQg%3D)

## Step 3: Setup secure file transfer schedule

1. Navigate back to your report that you created in Step 1 - from the left menu, select **Analytics** > **Reports.**
2. Find the report that you would like to send via SFTP
3. Click More dropdown on the top right of your screen
4. Click Schedule

![image (2).png](https://assets.usepylon.com/f49877ed-d3d7-46e1-834d-1ddef64edf14%2F1748436591834-image%25282%2529.png?Expires=253370764800&Signature=f83BF7DYwHZRweOfsWMYf-gihmepN8qiJhy7tmq3IYH6MzYc1-o2ehRhqyw8XQIia4HdpkRto983BQCHkd6xRt8srVK9hs9WTOpqcnnalyp1gyySVVhU4ggZgbLBtJ3E7zxV55SVNmFfD78O~AMnwVop-a2DC1NtWBbB0qnZQfKLgTisPAEv1bHSueX83-1l3TaGshoVFbYujE5eJz252zq6Zsg~9mDxlhjPwiTGjRev1ZP7rSN8uFx98EPzGOxk3xuYadcaGmbYv2ZWI-WOPz2gPyEq1GxY5fjrxHZIyKs7yhBR-J2s6XvNzIenEtzL4HL-qGRua8vCDXTUeduMPA__&Key-Pair-Id=K3NV4LZ47N8M46)

## Step 3: Setup secure file transfer schedule

1. Navigate back to your report that you created in Step 1 - from the left menu, select **Analytics** > **Reports.**
2. Find the report that you would like to send via SFTP
3. Click More dropdown on the top right of your screen
4. Click Schedule

![image (2).png](https://assets.usepylon.com/f49877ed-d3d7-46e1-834d-1ddef64edf14%2F1748436591834-image%25282%2529.png?Expires=253370764800&Signature=f83BF7DYwHZRweOfsWMYf-gihmepN8qiJhy7tmq3IYH6MzYc1-o2ehRhqyw8XQIia4HdpkRto983BQCHkd6xRt8srVK9hs9WTOpqcnnalyp1gyySVVhU4ggZgbLBtJ3E7zxV55SVNmFfD78O~AMnwVop-a2DC1NtWBbB0qnZQfKLgTisPAEv1bHSueX83-1l3TaGshoVFbYujE5eJz252zq6Zsg~9mDxlhjPwiTGjRev1ZP7rSN8uFx98EPzGOxk3xuYadcaGmbYv2ZWI-WOPz2gPyEq1GxY5fjrxHZIyKs7yhBR-J2s6XvNzIenEtzL4HL-qGRua8vCDXTUeduMPA__&Key-Pair-Id=K3NV4LZ47N8M46)

**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 at the schedule that you specified.

> [!NOTE]
> Note:
> 
> We accept files up to 250MB.