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Connect your tools knowing who keeps each data point updated

Prepare data exchanges between Upikajob and your HR tools: master data, imports, exports, API access, and sync scope to validate.

Describe an integration need

Identify the system of record

For each data item (work identity, reporting line, start date, training, reported time), set the system of record, the direction of the exchange, its frequency, and who corrects it.

This keeps an old import from overwriting recent data and stops two lists from drifting apart.

Diagram: your system of record and Upikajob, linked by exchange methods whose direction is set for each data item.
Your system of record
  • Excel or CSV import
  • PDF import
  • Data exports
  • API
Upikajob

Exchange methods to consider

  • Excel or CSV import

    Use to scope
    Assisted employee data migration
    Prerequisites
    Columns, IDs, and reporting lines checked

  • PDF import

    Use to scope
    Rebuilding existing reviews
    Prerequisites
    Legible documents, human validation

  • Data exports

    Use to scope
    Reuse in an external process
    Prerequisites
    Expected period, filters, and format

  • API

    Use to scope
    Authorized reads and explicitly enabled operations
    Prerequisites
    Key activation and permissions

Test the cases a data flow will face

Named connectors, webhooks, payroll, ERP: availability to be confirmed for your project.

  1. New employee whose ID already exists.
  2. Change of manager or site.
  3. Format error, then corrected re-import.
  4. Departure, archiving, and history.
  5. Revoked access or insufficient permission.

Key takeaways for your project

  • Data flow map to build
  • Matching rules to validate
  • Acceptance scenario to agree on

Helpful answers

Your questions, simply answered.

Pointers to assess your project and prepare the right questions.

All questions
Is there a ready-made connector for our payroll?

No named connector is assumed to be available. Tell us the software, version, and expected flow: an export or a custom exchange can be studied.

Can we read data through the API?

Yes, depending on permissions and after activation for your organization. The exact scope and terms of use are validated with the technical team.

Is synchronization always two-way?

No. Define each direction of exchange: read access is not two-way synchronization.

All resources
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