The CSV-SFTP Integration type is used to manually transfer and receive data in CSV format from the customer’s ERP. The data to be ingested in the AppZen system must be in the CSV format (template) set for a specific record type. Templates for these record types can be downloaded from the Autonomous AP Scheduling tab of the ‘System Integrations’ screen.
The process of syncing employees, including their organizational hierarchy, in AppZen can be facilitated by users providing the list of employees in a CSV file via SFTP. The Employee details can also be uploaded through the System Admin screen.
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