Perceptyx offers flexible, secure ways to connect your Human Resource Information System (HRIS) to our platform so your employee data stays accurate, up to date, and ready for use in our platform.
We provide two primary methods for getting data into our system: either you send it to us (Push Model), or we retrieve it from your HRIS (Pull Model). While only the second method involves a direct, system-to-system connection (such as an API), we use the term “integration” to describe both approaches, as each enables structured, secure, and repeatable data exchange.
All incoming data must follow our standard data format to ensure reliable processing and reporting.
There are two categories of integration:
Inbound Integration – Brings employee data into the Perceptyx Platform
Outbound Integration – Enables you to access your survey data from the Perceptyx Platform
This article walks through:
Inbound Integration Options
Perceptyx supports two primary methods for importing employee data: the Push Model and the Pull Model. Each offers different levels of flexibility, setup effort, and automation.
Push Model (Preferred & Default Method)
With this approach, you send a data file to Perceptyx on a regular schedule (typically daily or weekly) using Secure File Transfer Protocol (SFTP). Ideally, the files are sent through scheduled exports from your HRIS. However, manual file delivery is also supported when automation isn’t possible (for example, if you need to prepare files outside your HRIS).
How it works:
You create a standardized .csv file (UTF-8 encoded) - see the Data Specification Requirements section of this article
You send it to Perceptyx manually or using automation
For added security, files can be encrypted using Perceptyx’s public GPG key, available at: https://gpg.perceptyx.com/.
Advantages:
Works with almost any HRIS
Easy to set up with minimal technical effort
You determine when and how to deliver your data
This method is best for organizations that want a simple, reliable way to share data without the need to configure APIs or make changes to their HRIS.
Pull Model (HRIS Connector/API Integration)
In this model, Perceptyx connects to a report or API endpoint in your HRIS, and we pull the data on a schedule.
Supported systems:
Workday – Using Report-as-a-Service (RaaS)
SAP SuccessFactors – Using OData REST API
Requirements:
You create and maintain the data connection in your HRIS
You manage access credentials and permissions
You ensure the data format matches Perceptyx specifications
Note: Perceptyx connects to just one active pull-based integration per customer environment. If you change systems or data formats, we’ll work with you to plan and test a smooth transition.
Advantages:
Automates the data delivery process
Helps ensure data is always current
Reduces the need for manual file transfers
This option is ideal for teams with technical resources and a preference for automation.
Outbound Integration Options
Once your survey data is collected, you may want to use it in your own systems. The Perceptyx API enables you to securely pull raw, respondent-level survey data from the Perceptyx Platform for use in business intelligence dashboards, internal reporting tools, and archiving and data warehouses.
Benefits:
Secure, encrypted access
Automated data retrieval
Reduces manual work for reporting
Note: A Data Release Agreement (DRA) may be required before setting up automated API access. Your Perceptyx Customer Success Manager can provide the DRA form as needed.
To explore our API documentation and get started, visit the Perceptyx Developer Portal.
Data Specification Requirements
No matter which integration method you choose (Push or Pull), all data shared with Perceptyx must follow our data specification requirements to ensure smooth data processing, accurate validation, and compatibility with survey and reporting tools.
For details that outline exactly how your data should be structured, see the Demographic Data File - Technical Specification (Standard) or Demographic Data File - Technical Specification (Healthcare) article, as applicable.
FAQs
What is an HRIS connector?
As noted above in the Pull Model section, an HRIS (Human Resource Information System) connector is a tool that enables integration between the Perceptyx platform and various HRIS systems such as Workday and SAP SuccessFactors. It facilitates seamless data exchange, improving efficiency, accuracy, and productivity in HR operations.
What kind of data can be transferred using these connectors?
Most commonly, HRIS systems provide employee data such as demographics, performance metrics, hire dates, roles, and department details. The specific data integrated depends on the HRIS being used and your organization’s preferences.
All data provided through the connector must adhere to our data specification requirements to ensure compatibility, accuracy, and successful integration into the Perceptyx platform.
How often does the data sync between our HRIS and Perceptyx?
The frequency of data synchronization can be customized based on your preference but we generally recommend a daily cadence. We can support daily, weekly, monthly or even ad hoc syncs.
How secure is the data transfer process?
Perceptyx is committed to data security. Our connectors use secure data transmission protocols. All data is encrypted during transfer and at rest. We are compliant with GDPR and other international data protection regulations.
What are the benefits of using HRIS connectors?
HRIS connectors allow for seamless data flow between the HRIS system and the Perceptyx platform, eliminating manual data entry and improving data accuracy. This enables more effective decision-making, based on consistent, accurate data. Ultimately, this leads to improved HR efficiency and productivity.
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