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Setting up a SFTP Sync to send your roster data to Span

Automate your people management

Updated this week

SFTP Sync Setup Instructions

What It's For

SFTP sync in Span is used to import your people and roster data — specifically employee records and organizational structure — into Span. It's managed through Kombo.Dev (a third-party integration service).


Step-by-Step Setup

1. Navigate to Integrations

  • Go to Organization SettingsGlobal SettingsIntegrations

  • Find and click the "SFTP" card

2. Authenticate via KomboDev

  • Clicking the SFTP card opens KomboDev's connect flow

  • You'll authenticate with your SFTP credentials through KomboDev's UI

  • KomboDev generates a public token upon successful authentication

  • Span exchanges this for a persistent integration ID

3. Wait for Initial Data Load

⏱️ Important: Allow ~10 minutes for the initial data sync to complete before proceeding to configuration

4. Configure What to Sync

After authentication, you'll see: "SFTP is connected! Now select what you'd like to sync"

Configure these options:

  • Departments: Select which organizational units/departments to sync (hierarchical multi-select)

  • ☑ Include People Data: Check to sync employee records

  • ☑ Include Teams Data: Check to sync organizational structure/hierarchy

5. Finish Setup

  • Click "Finish" to save your configuration

  • The sync will begin pulling data into Span


What Data Gets Synced

The SFTP integration syncs the following HRIS data:

Employee Data:

  • Email addresses

  • First/Last names

  • Job titles

  • Levels

  • Timezones

  • Manager relationships (who reports to whom)

Organizational Structure:

  • Team/department names

  • Parent team relationships

  • Team leads/managers

Additional Data:

  • Absence/leave records

  • Absence types


Authentication Details

  • Method: OAuth flow through KomboDev (delegated authentication)

  • Credential Storage: Encrypted in Span's database (never plain text)

  • Security: KomboDev manages the actual SFTP credentials; Span only receives processed data


Common Issues & Troubleshooting

Issue

Solution

Setup appears to hang

Wait the full ~10 minutes for initial data load

"No groups available to select"

Ensure at least one department is selected

Configuration won't save

Verify that either People or Teams data is checked

Sync status stuck on "pending"

Check if KomboDev's initial sync has completed

Credential verification fails

Re-authenticate through KomboDev's connect flow


Important Notes

  1. SFTP is Kombo.Dev-managed: Span doesn't connect directly to your SFTP server. Kombo.Dev handles the SFTP connection and passes normalized data to Span.

  2. At least one option required: You must select at least one department AND check at least one of "Include People Data" or "Include Teams Data"

  3. Data refresh: The sync runs periodically (managed by KomboDev/Airbyte) using full refresh overwrite mode


Where to Find It

Path: Organization Settings → Global Settings → Integrations → SFTP

The SFTP card will show connection status (connected/disconnected) and allow you to manage the configuration.

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