Previously, customers that outsource to BPOs would manage schedules in two places - their BPOs’ WFMs and Assembled. With our WFM integrations, Assembled now serves as a unified source of truth for schedules across platforms. 

This article walks through how a BPO can set up their integration to facilitate a direct, seamless synchronization of schedules from your existing scheduling tools into Assembled, eliminating the need for manual updates and the risk of discrepancies.

If you are interested in using our BPO management features but currently don’t have access, reach out to Assembled Support.

Table of contents

Available integrations

Add your BPO site(s)

Set up the integration

Map events

Associate agents

Verify the connection

Available integrations

We currently support the following WFM platforms. 

• Nice IEX
• Verint
• Injixo
• Alvaria
• Custom BPO Platform: if your BPO uses a scheduling solution not listed above

❗️To connect and set up your integration you must have the manager (or above) role in Assembled.

Add your BPO site(s)

Responsible for this step: Customer

1. Navigate to BPO Management → Schedule Integrations.
2. Click Add/Remove BPOs.
3. Select the sites that are BPOs and click mark as BPOs.If you don't have sites on your account, you can add them in Settings → Filters.           
4. The sites will be added to the page with the option to Setup.

Set up the integration

Responsible for this step: BPO & Customer

1. In BPO Management → Schedule Integrations,under your newly added site, clickSetup.
2. Select your BPO’s scheduling platform from the dropdown and click Connect.
   
3. Once you click Connect,integration-specific instructions will populate on the right hand side.
   • You will be provided with SFTP credentials and a schedule template CSV. 
   • Provide your BPO with these credentials and template file. Your BPO should set up an automated pipeline to export schedule data as a CSV from this platform in the same format as the template file and upload them to the SFTP server using the provided credentials.
   • ❗️Each file that is sent should have a unique name. This can be achieved by appending a timestamp to the end of the file name. The filename should not have any special characters.
4. Work with your BPO to decide on a cadence for how often to automatically send schedules and for what date range. 
   • We typically recommend setting up two sync:
     • Every 15 minutes: BPO sends schedules for the next 14 days
     • Every 24 hours: BPO sends schedules for the next 60 days
     • ❗️We do not sync events that occur in the past up to the end of the current day. If you would like to sync events in the past please let Assembled know to configure this. 
   • Once your BPO starts sending schedules to the server, events from the platform will be synced with Assembled. 

Map events

Responsible for this step: BPO & Customer

Once the connection is verified and Assembled is able to pull in schedules, map your events from your schedules to the events in Assembled. 

❗️Please coordinate with your BPOs to provide them with your specific event type definitions in Assembled. 

1. Click Create  to open the event mapping tab. Click on Create new event mapping rule.
2. Choose the type of matching pattern to use.
   • is exactly
   • matches the pattern
   • contains
   • starts with
3. Provide a keyword from the schedule to match on.
4. Select a priority for the mapping from Highest to Lowest
   • This will determine the order that we check the mapping. A higher priority means we will check it first and will be the mapping we use if there are multiple matches.
5. Select the Assembled event that they keyword should map to. 
6. Click Save mapping.

We can set a default mapping for the schedule. If nothing matches the keyword, we will use the event you specify.

Associate agents

Responsible for this step: BPO

❗️If your BPO does not have access to editing agents, please have the BPO send a list of platform IDs to an account admin so they can update agents.

To associate IDs from the WFM platform with Assembled agents, you must add their WFM IDs in their Assembled profiles. To do, edit agents in bulk via CSV upload in the People page or via API, or manually through the UI. You can learn more about to do this here. 

To do so via the api you can set agents' BPO IDs via the platformsfield using one of the following platform values: custom_platform_sftp, injixo_sftp, alvaria_sftp, nice_iex_sftp, verint_sftp

❗️Note: the available ID fields in the agents' profiles will depend on which integration(s) you've set up in the set up the integration section and which site the agent belongs to. 

Verify the connection

Once the setup is completed, the page will display the last time the schedule synced. Any errors with the sync will be shown there as well.

After the sync, events should be on the site BPOs' schedules according to the event mapping.

If there are any issues, feel free to reach out to Assembled Support to troubleshoot.

Select a schedule to sync to

Once your setup is up and running, you can select which schedule you'd like to sync to by selecting the Edit hyperlink under the Schedule header.

By selecting a test schedule - you can always make additional changes on your end before publishing that to your organization's default schedule.