bswift is a BenAdmin benefits tool that will allow new employees to be easily enrolled in benefits, revoke benefits from employees who leave the company, and update benefits when qualified events change in Bob. Setting up the integration with bswift allows you to streamline the basic demographic and benefits eligibility data from Bob’s platform to bswift.

Note: Before setting up the integration please reach out to your Customer Success or Account Manager to help you set up the SFTP integration.


Integration Details

Integration type

SFTP destination

Direction of data flow

Bob to Partner app

Sync trigger

Scheduled report

Sync frequency

Scheduler or manual triggers

Data Mapping

Bob Field

bswift Field

Group Number/Client ID Cross Shared Client ID

Group Number/Client ID Cross Shared Client ID

UserID

UserID

EmployeeID

EmployeeID

Relation

Relation

First Name

First Name

Last Name

Last Name

Notes:

  • Custom fields: Supported using a custom import template
  • Group Number/Client ID/Cross Shared Client ID needs to align with the specific site in the system. If the value does not match, none of the subsequent data loads.
  • UserID/EmployeeID are needed if being used as the unique identifier. For standard imports, UserID is the default unique identifier and is required to align records in the system with records on the import file. If a custom import template is being used, there are other unique identifiers that can be utilized and UserID and/or EmployeeID would not be required. Other unique identifier options are:
    • User ID
    • Social Security Number
    • Hover ID
    • User Name
    • Last Name, First Name, Date Of Birth, Gender
    • Medicare Claim Number

How to set up bswift integration in Bob

  1. From the left menu, select Settings > Integrations.
  2. From the integrations menu, select Storage, then click on Connect or Manage from the SFTP tile.
    Note: If this is your first time setting up SFTP, Bob will display Connect. If an SFTP destination has already been set up at least once, Bob will display Manage
  3. Click New SFTP destination.
  4. Enter a Name for the SFTP destination.
  5. Select whether the authentication will be using Credentials (username and password) or a Private Key.
  6. If by Credentials, enter the Username and Password of the system you wish to send data to from Bob OR if by Private Key, enter a Username, then click Upload key file and upload the Private Key file.
    Note: Bob supports .txt .pem and .ppk file extensions and open SSH private keys.
  7. Enter the Host URL of the SFTP destination.
  8. Enter the Port of the desired SFTP.
  9. Enter the folder Path of the desired SFTP.
  10. Click Save.