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Managing Member Profiles in 10KC

Omar G
Omar G
  • Updated

Importing member profiles into 10KC

Welcome to 10KC! One of your initial steps in using our platform effectively is to import your member profiles. This guide is designed to make the import process straightforward, ensuring your data is both accurate and easy to manage, and gives you the information you need to measure and report on program success.

We support three ways to manage members in 10KC: API integration, SFTP integration, or manually via bulk upload.

What’s in this guide?

Why import member data into 10KC?

For Members:

  • Effortless Sign-Up: Members don't have to re-enter data they’ve provided in your HRIS, IAM, or CRM system when they register for 10KC.
  • Relevant Matches: Automatic profile updates ensure relevant recommendations from 10KC.

For Program Admins:

  • Customized Access and Matching: Tailor your mentorship programs, networking programs, and office hours events using granular profile attributes.
  • In-Depth Reporting: Get detailed insights with granular profile data, helping inform better decision-making.
  • Retention Insights: Understand the impact of 10KC usage on how long members stay in your organization. Receive on-demand retention analyses after providing 3-6 months of member data.

Supported platforms

HRIS, IAM, or CRM Platform API integration SFTP Manual upload
Access People HR, Azure AD, BambooHR, Breathe HR, Cezanne HR, CyberArk, Fourth, Google Workspace, Hibob, JumpCloud, Okta, OneLogin, PingFederate, Rippling, Workday, UKG Pro, any other SCIM compatible platform
ADP, Oracle PeopleSoft, Oracle Cloud HCM, Your Membership

A Decision Guide for Choosing Your Import Tool

We’ve created this guide to assist you in selecting the best import tool for your needs. You have up to three decisions to make.

Decision 1: Choose between automated or manual

  Automated Manual
Profile updates Better if you expect profile attributes to change daily, weekly, or monthly Better if you expect less frequent changes
Community growth Recommended if you plan to add lots of members quickly Better for steady growth or one-time invites
Technical capability Some technical skill required for setup and maintenance Easy to use for all, can get setup in 30 mins.

 

Decision 2: Choose between automated options (API or SFTP)

Not sure what API or SFTP mean? Take a quick look at the glossary.

  API SFTP
Sync frequency Better for real-time updates You choose (usually weekly or monthly)
Automated deactivation Supported

When members leave your organization for a temporary period of time (e.g. parental leave), we can automatically deactivate their profile. This hides their profile while retaining their preferences and data, until they return to your organizations.
Supported
Automated reactivation Not supported, but it’s on the feature roadmap.

Supported

When members come back to your organization after a temporary leave, we can automatically reactivate their profile.

Decision 3: Choose between manual options (Tenant or Hub tools)

  Profile Sync Manager
(for tenant admins)
Bulk Profile Tools
(for hub admins)
Overall process

1. Create and upload a single CSV (10KC membership file).

2. Then, in the Profile Sync Manager, map data and approve actions (invites, updates, deletions)

1. Choose from three tools: bulk invites, bulk updates, bulk deletions.

2. Fill out the relevant CSV template for each action using a spreadsheet, then upload it.

3. Map data and approve recommended actions for each bulk task.

Collaboration A tenant admin can resume or approve bulk profile actions started by another tenant admin No collaboration; actions are independent
Import history View past approved bulk profile actions by other tenant admins (coming soon) Limited view of past bulk invitations; no history for updates or deletions
CSV management Maintain one comprehensive CSV for all membership actions Use separate CSV templates for each type of action (invites, updates, deletions)
Hub management Tenant admins can manage multiple hubs simultaneously Hub admins are limiting to managing one hub at a time
Admin access control Suitable if admin access does not need to be restricted to a specific hub Preferable if you need to limit hub admin access to a specific hub

 

10KC Import Tools: In-Depth Descriptions

Do you know which import tool you want to use? If not, read our Decision Guide above. If you need more information before making a decision, keep reading.

Each tool description below has three sections. 

  1. Capabilities: describes what you can do with the tool.
  2. Considerations: describes key requirements and current limitations and workarounds.
  3. Implementation: describes how to begin setup, and how to use the tool.

Automated sync options


API (Application Programming Interface) integration

Capabilities

  • Real-Time Updates: One-way sync from your system to 10KC, every 30 mins to 24 hours.
  • Automatic Profile Management: Profiles are updated or removed as changes occur in your HRIS, CRM, or IAM platform.
  • Supported Platforms: Access People HR, Azure AD, BambooHR, Breathe HR, Cezanne HR, CyberArk, Fourth, Google Workspace, Hibob, JumpCloud, Okta, OneLogin, PingFederate, Rippling, Workday.

Considerations

Key Requirements

  • You must create and maintain a data mapping table via spreadsheet.
  • When new fields are added to the data mapping table, you must also setup matching segments in 10KC in Hub Configurations.

Limitations

  • Automated sync is supported for 10KC hub-level profile fields (see: Segments), which are used by our matchmaking algorithm. 
  • We also support automated syncing for the following member-account level profile fields:  first name, last name, email address, and job title.
  • Only automated deactivations are supported. Reactivations are manual (not automatic), but we should build the capability for this by end of April 2024.

Implementation

  • Share the right setup document with your technical implementation team. We support all the platforms below. If your platform isn't linked, let your CSM know so can add the setup guide for your review. 
    • Workday
    • Azure AD
    • Okta
    • OneLogin
    • Access People HR
    • BambooHR
    • Breathe HR
    • Cezanne HR
    • CyberArk
    • Fourth
    • Google Workspace
    • Hibob
    • JumpCloud
    • PingFederate
    • Rippling
  • Once the integration is setup, review this guide to see how you can manage member profiles.

SFTP (Secure File Transfer Protocol) integration

Capabilities

  • Flexible Sync Frequency: Choose daily, weekly, or monthly updates.
  • Bulk Management: You’ll setup an automated upload of a CSV file to a file server (yours or 10KC’s). When a new file is uploaded to the file server, tenant admins can process it using Profile Sync Manager. They can select and approve invitations, profile updates, and profile deletions.
  • Supported Platforms: Access People HR, ADP, Azure AD, BambooHR, Breathe HR, Cezanne HR, CyberArk, Fourth, Google Workspace, Hibob, JumpCloud, Oracle PeopleSoft, Oracle Cloud HCM, Okta, OneLogin, PingFederate, Rippling, Workday, UKG Pro

Considerations

Key Requirements

  • You must create and maintain a data mapping table. When new fields are added to the data mapping table, you must also setup matching segments in 10KC. You will be guided to do this by using Profile Sync Manager.

Implementation

  • Review this guide to implement the SFTP integration.
  • Once the integration is setup, you'll be able to use Profile Sync Manager to maintain data mapping and approve bulk profile actions.

 

Manual sync options


Profile Sync Manager (for Tenant Admins)

Capabilities

  • User Friendly: Tenant admins can use Profile Sync Manager to import and manage profiles by uploading a CSV file in our required format.
  • Data mapping made easy: Profile Sync Manager does work up front to auto-map your data to existing 10KC segments. This ensures the data from your file matches up perfectly with the appropriate 10KC fields, giving you confidence that your data will be accurate and actionable.
  • Supported platforms: Any HRIS, Identity Management, or CRM platform that can export member data in our CSV format.

Considerations

Key Requirements

  • You must create and maintain a data mapping table. When new fields are added to the data mapping table, you must also setup matching segments in 10KC. You will be guided to do this via the UI.

Limitations

  • We currently don’t support deactivations.

Implementation

Bulk Profile Tools (for hub admins)

Capabilities

  • Hub admins can use various tools to invite, update, or delete profiles in bulk.
  • This is ideal when you want to restrict certain admins from accessing tenant wide data.
  • Supported platforms: Any HRIS, Identity Management, or CRM platform that can export member data in our CSV format.

Considerations

Key Requirements

Limitations

  • Limited view of past bulk invitations; no history for updates or deletions
  • No collaboration possible between different admins

Implementation

  • Review the following guides to see how to use our hub tools for bulk profile management:  invites, updates, or deletions.

Glossary of terms


API

API stands for Application Programming Interface. An API is a set of rules and tools for building software applications. APIs are used to enable the integration of new features or data between different systems or services. They play a crucial role in modern software development by simplifying the process of integrating and enhancing different technologies and platforms.

SFTP SFTP, which stands for Secure File Transfer Protocol, is a protocol used for transferring files securely over a network.

SCIM System for Cross-domain Identity Management (or SCIM) is an open standard for creating, updating, and removing user profiles for an appllication. It’s a standard that many HRIS, IAM, and CRM platforms interface with.

HRIS A Human Resources Information System (or HRIS) is software designed to maintain, manage, and process detailed employee information and human resources-related policies. Examples include: Workday, HiBob, BambooHR, etc.

IAM Identity Access Management (IAM) is a framework of policies and technologies for ensuring that the proper people in an enterprise have the appropriate access to technology resources. IAM systems are designed to manage digital identities and access rights across multiple systems and applications. Examples include Okta and Microsoft Entra ID (formerly AzureAD).

CRM Customer Relationship Management platforms helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. Examples include HubSpot and YourMembership.

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