Update Your Organization With Email

Contents:

1. What are data sources?
2. Set up a CSV data source
3. View details and configure a data source
4. Update another scenario from a data source

 

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What are data sources?

Data sources are read-only representations of data from external sources. A data source can be connected to an HRMS, Payroll system, or via email using a CSV. HRMS and Payroll system data sources auto-update based on the chosen frequency, and email data sources update whenever a new version of the CSV is sent.

Once the data source is updated, you can select which changes you'd like to bring into any related scenarios.

 

 

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2. Set up a CSV data source

Steps:

1. Go to your homepage by clicking the logo in the top left
2. Click the ➕ plus icon next to "Data sources" on the left
3. Select "Email" from the list
4. Copy and save the email address in "email settings"
5. Click "Upload a CSV" to set up your field configuration
6. Drag and drop your CSV or click "Choose from computer"
7. Map the fields from your CSV to Functionly's fields
8. Email the CSV to the address provided

 

 

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3. View details and configure a data source

 

View details

By clicking "Data source" at the top or "Details" in the banner, you can access:

• Sync now
• Configure
• Integration status

• Add new scenario

 

Configure integration

Steps:

1. Click the dropdown menu next to the scenario name
2. Select "Configure integration"

This modal will allow you to access:

• Integration status
• Copy email
• Property mapping
• Logging (last 5 updates)
• Error log
  
  

 

 

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4. Update another scenario from a data source

 

 

Steps:

1. Click the 🔀 "Related data source and scenarios" icon above the org chart
2. Click the 🔄 "Import changes" icon on the data source in the right hand menu
3. Double-check the changes are all correct and unselect any that aren't
4. Select "Import"