isolved + Nectar Integration

Connect isolved to Nectar with a scheduled, secure file feed that keeps your employee directory current without manual uploads.

Overview

isolved powers HR and payroll for thousands of organizations, often through local resellers and payroll bureaus. Nectar connects to isolved through a scheduled SFTP transmission: isolved sends an employee report to Nectar on the schedule you choose, and Nectar creates, updates, and deactivates users based on that report. Because the report is the source of truth, what your HR team sees in isolved is what employees see in Nectar.

Ideal for:

• Organizations running HR and payroll in isolved People Cloud
• Companies that use isolved through a reseller or payroll partner
• HR teams that want full control over exactly which fields are shared
• Admins who want custom fields such as division or cost center in Nectar

How It Works

Nectar reads employee data from isolved and uses it to create, update, and deactivate Nectar accounts. Data flows one way, from isolved into Nectar, so isolved stays your single source of truth.

What data syncs

• First name, last name, and work email (required)
• Preferred name
• Employee ID (recommended as the unique identifier)
• Manager email
• Department and office location
• Hire date and birthday (month and day only; birth year is never processed)
• Phone number, country, and preferred language
• Active status
• Custom fields you add to the report, which become Custom Properties in Nectar

Every field has a job inside Nectar. Manager relationships assign manager roles and Team Insights automatically. Hire dates and birthdays drive work anniversary and birthday celebrations in Nectar Recognition. Departments and locations power analytics filters, Group Give, and audience targeting in Nectar Comms, Nectar Engage, and Nectar Flows. Hire dates and work anniversaries can also trigger Nectar Flows, and manager relationships assign reviewers in Nectar Perform and build the org view in Nectar Signals. Country keeps the rewards catalog relevant for each employee, and phone numbers enable SMS delivery in Nectar Comms.

Sync behavior

• Runs each time isolved delivers a new file; most teams schedule a daily delivery early on weekday mornings
• New rows create users, changes update existing profiles, and employees who no longer appear in the file are deactivated. If your report includes an active column, Nectar follows that status instead
• Matching on employee ID means an email change updates the existing account instead of creating a duplicate
• Fields you leave out of the report are never overwritten in Nectar

New users are created quietly by default. When you are ready to launch, turn on "Send Nectar platform email invitations to new users" so every future hire gets an invite automatically.

Authentication method

isolved delivers the report to Nectar's secure server using SFTP credentials that Nectar issues for your account. Your Nectar team works with you and isolved to choose the delivery method that fits your isolved setup. Every file is encrypted in transit over SSH.

Where users interact

Admins connect, monitor, and pause the integration in Nectar under Workspace Settings, then Integrations. Employees never touch it: they just find an accurate profile, the right manager, and their teammates already in Nectar when they log in.

Key Features + Benefits

• Automatic provisioning: new hires in isolved get Nectar accounts without a manual upload
• Always-current profiles: title, department, manager, and location changes flow into Nectar
• Automated offboarding: terminated employees are deactivated, not deleted, so access ends and records stay intact
• You control the data: only the columns you include in the report are shared, and custom fields become Custom Properties in Nectar
• Celebrations on autopilot: birthdays and work anniversaries are recognized automatically from synced dates
• Controlled launch: accounts are created quietly, and invitations go out only when you turn them on
• Import monitoring: the Activity Console shows every import, and email alerts flag any file that fails

Setup and Implementation

Setting up the isolved integration follows four steps: Connect, Authorize, Map, and Enable. Your Nectar Customer Success Manager guides you through each one.

High-level setup steps

1. Connect: Ask isolved or your isolved reseller to set up a scheduled transmission to Nectar, and let your Nectar team know you are connecting isolved.
2. Authorize: Nectar issues secure SFTP credentials for your account, which isolved uses to deliver the file.
3. Map: Build the employee report in isolved using Nectar's template columns, adding any custom fields you want in Nectar.
4. Enable: Schedule the transmission to run daily, confirm the first import in Nectar, and turn on invitations when you are ready to launch.

Requirements

• An isolved report containing Nectar's required columns, scheduled for SFTP delivery (isolved or your reseller may charge a setup fee)
• Nectar admin access

Estimated setup time

Connecting in Nectar takes minutes. Building and scheduling the isolved transmission typically takes a few weeks, depending on isolved or your reseller.

Your integration should never delay your launch. If the connection is not live yet, Nectar's Bulk Upload loads your employees from a spreadsheet so you can launch on schedule and switch to the automated sync when it is ready.

Detailed, step-by-step instructions are available in the Nectar Help Center.

Use Cases

• Create Nectar accounts for new hires from your isolved report
• Bring custom isolved fields such as division into Nectar as Custom Properties
• Keep manager relationships accurate for manager features and approvals
• Celebrate birthdays and work anniversaries automatically
• Deactivate employees who leave as soon as the next file arrives

Security & Compliance

Nectar protects employee data at every step of the isolved connection.

• SFTP over SSH encrypts every file and credential in transit
• Each account has its own delivery destination, and files cannot be read by other customers
• Data is encrypted in transit
• Nectar only uses the profile fields listed above and never syncs compensation, bank details, or benefits elections
• Only Nectar admins can connect, pause, or remove the integration
• Birth year is never processed; Nectar uses month and day only
• Nectar maintains a SOC 2 Type II report, audited annually, with security documentation available in the Nectar Trust Center

Learn more on the Nectar Security page and in the Nectar Trust Center.

Support & Resources

• Nectar Help Center
• How to sync employee data with Nectar using SFTP
• How to monitor and manage your HRIS SFTP sync
• Bulk upload users (to launch before your sync is live)
• Nectar Trust Center
• Email Nectar Support at [email protected], or contact your Customer Success Manager