Place de la formation 🤝A solution for training management

Operation and implementation of the connector with Place de la formation

How the integration works

      • Solutions involved: Poplee Core HR
      • Type of integration: by flat file on an FTP server 
      • Integration direction: Lucca to Place de la formation

Setting up the integration

The data to be configured in the export depends on the customer's needs. To perform the integration, it is necessary to consult your Place de la formation representative to set up the FTP. The FTP server is provided by Place de la formation.

On your Lucca production space, you'll need to create two SFTPs that have the same access provided by Place de la formation.

One will allow you to create a remote test folder (the access path must be /upload-beta) and the other will allow you to create a remote production folder (the access path must be /upload).

When setting up your Poplee Core HR export, you will need to specify a time that you would like it to be sent and uploaded to the test SFTP (we recommend around 3 am). Once the test integration has been approved by your Place de la Formation representative, you can change the settings to send the data to the production SFTP.

By default, we recommend sending the following data in the export:

    • Employee Number
    • Civil title
    • Employee name
    • Employee’s first name
    • Professional email 
    • Manager Email
    • Job title
    • Occupation category
    • Professional mobile number
    • Contract start date
    • Date of birth
    • Contract end date

The export configuration must be:

  • Generic CSV format
  • Date format dd/MM/yyyy
  • File type: CSV file
  • select "Generate header row"

According to the customer's requirements, the export can be modified. Here is the data that Place de la formation can receive.

Data

Required

Recommended

Optional (up to 5 max)

Last name

X    

First name

X    

Entity (Legal)

X    

Employee Number

  X  

Title

  X  

Mail

  X  

Manager Number

    X

Manager Last Name

    X

Manager First Name

    X

Manager Email

    X

HR Manager Number

    X

HR Manager Last Name

    X

HR Manager First Name

    X

HR Manager Email

    X

Gross hourly rate

    X

Function

    X

Phone

 

 

X

Establishment (Sites)

 

 

X

Employment start date 

 

 

X

Date of birth   

 

 

X

Cost Center Code level n 

 

 

X

Cost Center Label level n (several levels are possible)

 

 

X

V- Set up the transfer on an FTP folder

You can read these help sheets to help you set up your export and your FTP server:

The file will be placed on an FTP server provided by Place de la formation

Update data via an import in Lucca

If you need to update employee data in bulk, please refer to the relevant page: Importing employee data

The import steps to be completed in Place de la Formation are:

  1. Import your export file into Place de la Formation
  2. Find matching values in the import file columns and the Place de la Formation fields
  3. Configure data import management
  4. Click "import"

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