Summary
The Line Manager Import runs as a scheduled section of the Integrations file transfer framework, populating and updating the manager relationships between your KnowledgeCity users from a file placed on your file transfer server. It connects over FTP, picks up the import file on a schedule you define, and applies the changes without manual effort. This article explains what the feature does and how it is set up.
Introduction
The Line Manager Import is part of the KnowledgeCity Integrations product. It reads a file from a configured file transfer location and sets each listed user's line manager, so the reporting relationships in KnowledgeCity reflect the source file. Instead of a one-time upload, the integration retrieves the file over FTP on a schedule you set, so the process repeats on its own.
This integration is typically configured by administrators who maintain their organization structure in another system and want KnowledgeCity to stay aligned with that source. It removes the need to assign managers by hand every time the organization changes by turning a prepared file into a repeatable, scheduled operation.
Key Concepts
- Line manager relationship: the link between a user and the manager they report to. The import reads this pairing from the file and applies it to each listed user.
- Import file: the source file that lists users together with the line manager assigned to each one. The integration reads this file to decide which relationships to set or update.
- FTP connection: the file transfer connection that KnowledgeCity verifies for this import section before it downloads any files.
- Inbox path: the location on the server where new import files are dropped and where the integration looks for work to process.
- Received path: the location where processed files are moved after the integration reads them, so each file is handled once.
- Schedule: the recurring interval on which the integration checks for a new file and runs the import.
- Enabled section: the on or off state of the import section, which controls whether the integration collects and processes files at all.
Steps to Follow
Prepare the Import File
You begin by assembling the file that pairs each user with a line manager, using one entry per user. Make sure the identifiers for both the user and the manager are accurate and consistent, because they determine which account is matched and which manager is assigned to it. Save the file in the format the integration expects so that every run can be read cleanly.
Configure the FTP Connection
You set up the file transfer connection that KnowledgeCity uses to reach your server. Provide the connection details so the integration can sign in and reach the folders it needs. KnowledgeCity verifies this FTP connection for the import section before it attempts to download any files, so confirm the details are correct and the server is reachable.
Set the Inbox and Received Paths
You define where the integration looks for new files and where it puts them once they are handled. Point the inbox path at the folder where your import file is dropped, and set the received path to the folder where processed files should be moved. Keeping these two locations distinct is what lets the integration process each file exactly once.
Define the Schedule
You choose the schedule on which the import runs. On each scheduled run, the integration connects to the server, checks the inbox for a new file, and processes what it finds. Pick an interval that matches how often your organization structure changes so that KnowledgeCity stays current without running more than you need.
Enable the Import Section
You turn on the line manager import so the integration begins collecting and processing files. When the section is enabled, KnowledgeCity downloads a new file found in the inbox, sets or updates the line manager for each listed user, and moves the processed file from the inbox to the received path.
Verify the Results
You confirm that the integration worked as expected after a scheduled run. Check that the listed users show the correct line manager and that the processed file has moved to the received path, which indicates it was collected and handled. If a file is not picked up, confirm the section is enabled, the FTP connection is valid, and the file is in the configured inbox path.
Conclusion
The Line Manager Import turns a prepared file into a repeatable, scheduled way to populate and update the manager relationships between your KnowledgeCity users through the Integrations file transfer framework. By configuring the FTP connection, setting the inbox and received paths, defining the schedule, and enabling the section, you keep your reporting relationships aligned with your source data automatically, without assigning managers one at a time.