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Understanding the CSV Used by Fond Roster Sync

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Fond allows customers to create and manage employees in the platform via a CSV file (typically a custom report generated from their HRIS system). The CSV automatically updates the Fond database nightly. 

In an effort to be as accommodating as possible to the limitations of customers’ HRIS export tools, Fond sanitizes CSV file headers before processing them. As such, capitalization is not important, and underscores are accepted instead of spaces. For example, “Full Name” or “full name” are both accepted and “Full Name” and “Full_Name” are considered the same. Additionally, headers can be provided in any order.

How the CSV Data Is Used

To maximize the value of the data you provide to Fond, it’s important to understand how and where each data element is used.

 

Header NameFormatRequiredWhere UsedHow Used
“Full Name”, “Fullname” or “Preferred Name”“First LastName” (e.g. “John Smith”)YRecognition Form, Social Feed,
User Profile Page, All Admin Exports
Customer Reporting
“Email”, “Emailaddress” or “primaryworkemail”Valid and unique email addressYLogin and/or SSO, Recognition Form, All Admin ExportsPrimary User ID, Customer Reporting
“Employee ID”, “EmployeeID”, or “ID”Unique alphanumeric codeN¹All Admin ExportsTo automatically update email address changes for existing employees and to reinstate formerly deleted/deactivated employees, Customer Reporting
“Manager”Yes or NoNRoster ExportsTo automatically update status of users to a manager role
“Birthday”MM/DDNRoster ExportsTrigger Milestone Birthday Recognitions
“Work Start Date”MM/DD/YYYYNRoster ExportsTrigger Scheduled Work Anniversary Recognition and/or Milestone Recognition
“Job Title”Alphanumeric text (up to 191 characters)NAll Admin ExportsCustomer Reporting
“Department”Alphanumeric text (up to 191 characters)NFeed Filter, All Admin ExportsFeed Filtering², Customer Reporting
“Supervisor Email”Valid email address of the employee’s direct manager/supervisorNFeed Filter, All Admin ExportsAssociate employees with their managers for Team Reporting and Feed Filtering,
Customer Reporting
GroupsUp to 5 custom valuesNFeed Filter, All Admin ExportsFeed Filtering², Customer Reporting
“Office City”Alphanumeric State Code (up to 191 characters)NFeed Filter, All Admin ExportsFeed Filtering²,
Customer Reporting
“Office State”Alphanumeric State Code (up to 191 characters)NFeed Filter, All Admin ExportsFeed Filtering², Customer Reporting, Auto set users’ initial locations⁴
“Office Country”Alphanumeric Country Name (up to 191 characters)NFeed Filter, All Admin ExportsFeed Filtering²,
Customer Reporting, Auto set users’ initial locations⁴
Country CodeISO-2 or ISO-3 country codeCost of Living Adjustments³
“Custom Field 1”, “Custom Field 2”, “Custom Field 3”, “Custom Field 4”, “Custom Field 5”Alphanumeric text (up to 191 characters)NMost Admin ExportsCustomer Reporting

1. Employee ID is required to automatically update email address changes for existing employees and to reinstate formerly deleted/deactivated employees

2. The efficacy of the feed filters is directly correlated to the quality and consistency of this data.

3. Country Code is required for Rewards customers using cost of living adjustments.

4. We are able to map new users’ locations if “Office State” and “Office Country” data is provided, but the State/Country data must be provided in a specific format. “Office State” must be a two letter state code (ex. OR for Oregon). “Office Country” must be in ISO 2 or ISO 3 (ex. US or USA will work, but United States of America will not work).