Our API integration currently supports four main bulk profile actions: invitations, profile updates, profile deactivations, and profile deletions. These are explained in detail below.
1. Invitations
Capability
Hub admins can invite members when they are added to the connected HRIS system or User Directory.
When a potential member is added to the connected HRIS system or User Directory, a logged in hub admin can use profile data provided by the HRIS system or User Directory to send an invitation using the Bulk Invites feature.
How-to
Login as a hub admin and use the Bulk Invites feature.
In the hub menu, navigate to Invite Members > Bulk invite.
Click "Start export from HRIS".
The logged in hub admin will be emailed a bulk invites CSV template that is pre-filled with HRIS or User Directory profile data.
After removing any members you don't want to invite, upload the completed CSV to send invites.
2. Profile updates
Capability
Automatically updates profiles upon receiving "profile updated" events from the connected HRIS system or User Directory.
Current limitations
Only roles and custom segments are updated automatically. We do not support automatic updates for profile fields like job title, although this is on the product roadmap.
Automatic updates require maintenance of your data mapping table.
How-to
Creating a data mapping table
A data mapping table shows us how to match fields from the client’s HRIS/User Directory system to member profiles on 10KC. Fill out Columns B and C with fields from your HRIS system. Then complete Columns E, F, and G, which represent fields on 10KC. Finally note if you want the fields to be public or private segments on 10KC
If you have questions about which fields you should include, please reach out to your Customer Success Manager. As a general rule, include as many profile fields as possible because that will enable you to create better matches and reporting.
Maintaining the data mapping table
After the integration is setup, if there are any new fields (e.g. “Location”) or new field attributes (e.g. “London” under the field “Location”), a new data mapping table has to be provided to 10KC. The easiest way to do this is to download the latest HRIS export using the Bulk Invites feature.
Next, you need to update the existing Roles and Segments in the hub to match the values in the table.
Updating Existing Segments
Navigate to Hub Settings > Membership Configurations > Select segment > Bulk add options.
Now go back to your HRIS export spreadsheet. Copy the entire column and paste it in the Bulk add options area. The platform will automatically remove any duplicates.
Adding New Segments
Navigate to Hub Settings > Membership Configurations > Add Segment. Give your segment a name, description, and select the right settings.
Navigate to Hub Settings > Membership Configurations > Select the segment you just created > Bulk add options.
Now go back to your HRIS export spreadsheet. Copy the entire column and paste it in the Bulk add options area. The platform will automatically remove any duplicates.
3. Profile deactivations
Capability
Automatic deactivation upon receiving "profile deactivated" events from the connected HRIS system or User Directory.
Current limitations
Reactivation is manual.
How-to
To reactivate members:
Navigate: Members > Manage Members > Actions > Edit members.
Download and modify the members CSV. Change the "status" column to from "inactive" to "active" for any members that need to be reactivated.
Re-upload the csv and approve the changes.
4. Profile deletions
Capability
Automatic deletion of profiles when we receive a “user deleted” event from the customer’s HRIS system or user directory.