All Collections
HR Integration Guide
Syncing your HR Roster via flat file / CSV over SFTP
Syncing your HR Roster via flat file / CSV over SFTP

Jawnt can sync your organization's member roster using standard flat file integrations (CSV files only).

Written by Jeff Stade
Updated over a week ago

Setting up the integration

You will need to contact your Jawnt account manager to enable the SFTP integration for your organization. Please first give us a public key (typically provided by your HRIS Provider*), and we will then share with you the username and file directory information.

* NOTE: if you are going to be manually transferring the CSVs to our SFTP, this article provides information on how to generate a public and private key.

Connection details

  • Host Name:

  • Username: provided by Jawnt

  • File directory: provided by Jawnt

  • File name convention: OrganizationName_TransitBenefits_MemberFile_YYYYMMDD.csv (replacing OrganizationName with your organization name and YYYYMMDD with current date)

  • Port: 22

  • Export frequency: Weekly

After the integration is set up, your HR roster will automatically be synced with Jawnt going forward.

Data fields

You'll need to give your columns recognizable names for the import to succeed.

To see an example with all the columns, click here to download a template CSV file.

Each column is described in more detail below. The report exported from your HRIS Provider should include the following fields. The data field column headers may be customized upon request - please speak with your Jawnt account manager during onboarding to learn more.

Data Field







Unique identifier used to track the member in the HRIS application.





Member first name





Member last name





Member’s email address; used to communicate with the user about benefit enrollment.

Valid email address



Mobile phone number is used to communicate with the user about benefit enrollment.


USA-based phone number with no special characters



Used to determine if a member is active or inactive. Only active employees can be eligible for benefits.


Either “Active” or “Inactive”

Should the flat file contain eligible members only, or the entire roster?

By default, Jawnt assumes any active members included in the flat file are eligible for all benefits. Jawnt can also help your organization determine member eligibility. During the onboarding process, your Jawnt account manager will work with you to understand how your organization is determining eligibility.

Additional data fields can be included in the flat file (report) such as an member’s home zip code or work location.

Should each subsequent flat file contain the full list of members or changes only?

Every update of the flat file should contain the full eligible member roster (or complete roster if Jawnt is determining eligibility), even if there are no changes since the last upload.

How does Jawnt handle inactive/terminated members? How long should terminated members be included on the roster?

Jawnt will mark an employee as "Inactive" if the "employee_status" column is set to “Inactive”. We recommend using a 30-day rolling approach to terminated members. That is, a member should be included in the roster (and listed as "Inactive") for at least 30 days after their termination date so they can be appropriately marked as "Inactive" in Jawnt. Afterward, they do not need to be included in the file.

If a member record is missing from a file and has not previously had a status of “Inactive”, Jawnt will assume they are inactive after 90 days.

What flat file formats are supported?

The integration supports CSV files only. Please make sure to convert any XLSX to CSV before delivering.

Can I include other data in the flat file?

Please speak with your Jawnt account manager if there is additional data that is important to be visible in Jawnt (eg. member location, member type, etc.) so that we can better understand your needs.

Did this answer your question?