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Ethena Google Sheets Integration Instructions
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1. Make a copy of this Google Sheet
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2. Fill out the 'User List' tab with your employee list. Delete any columns you don't plan on using (e.g. delete 'name' and 'preferred_name' if you plan on using 'first_name' and 'last_name' instead.
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3. Click 'Share' and add ethena-hris-sync@symbolic-math-469114-c1.iam.gserviceaccount.com as a Viewer.
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4. Go to https://app.goethena.com/settings/integrations/hris and select Google Sheets > Connect.
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5. Choose 'No Override' then 'Continue.'
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6. Click 'I've Shared My Spreadsheet With Ethena.'
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7. Enter the spreadsheet ID found in the Google Sheets URL. The spreadsheet ID is the long string between /spreadsheets/d/ and /edit.
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8. If you make no changes to our template spreadsheet, the Sheet Range should be User List!A:O. If you make any changes to the sheet name or columns, adjust the sheet range accordingly.
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9. Select 'Connect Spreadsheet.'
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Column Instructions
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Column NameRequired?Example ValueDetails
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idYes5234This identifier should be unique for each worker. Having a unique ID allows Ethena to track workers even if names or emails change.
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nameMust include either name, preferred name, or first name/last nameJoseph JonesEmployee's full name.
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preferred_nameJoe JonesEmployee's full preferred name.
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first_nameJosephEmployee's first name.
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last_nameJonesEmployee's last name.
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emailNojjones@acmecorp.comEmployee's email address. Not required for users without emails.
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countryYesUSAEthena will attempt to match full country names, but using the 3 letter ISO code is preferred.
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stateYes (if country is USA)NYTwo-letter state code
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manager_idNo (recommended)This column will allow you to establish appropriate supervisory relationships within Ethena. The values in this column should match what’s provided in the ID field and represent who the worker in a given row reports to.
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is_managerYesYesSet this field to “Yes”, “true”,“Y”, or “1” if the worker in a given row is a manager.
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departmentNoSalesThis optional field will be used to identify a user's department.
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officeNoHQThis optional field will be used to identify a user's office. Many customers also use this spot to store any 'extra' fields other than the standard ones, that may be valuable for reporting.
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employee_typeNoFull TimeThis optional field will be used to identify a user's worker type.
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start_dateNo9/18/2022If filled, Ethena will only sync workers where the date in this field is today or in the past.
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employment_statusNoActiveIf filled, Ethena will only sync workers that have one of “active”, “current” “employed” or “working” in this field (case insensitive). To terminate users, you can either remove them from the report altogether, or mark their status as something like "terminated" or "inactive."
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