Linking Sage HR as a source

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Alpha release

This source is currently in alpha. The interface and available tables may change.

The Sage HR connector syncs employees, terminated employees, termination reasons, and more into the PostHog data warehouse, so you can analyze them alongside your product data.

Prerequisites

Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.

Adding a data source

In PostHog, go to the Sources tab of the data pipeline section.
Click + New source and click Link next to this source.
Enter your credentials (see Configuration below) and click Next.
Select the tables you want to sync, choose a sync method and frequency, then click Import.

Once the syncs are complete, you can start querying this data in PostHog.

Enter your Sage HR company subdomain and API key to pull your HR data.

An admin must first enable API access under Settings → Integrations → API in Sage HR, which generates the API key. Requests go to your own subdomain - for https://yourcompany.sage.hr the subdomain is yourcompany.

You'll be asked for:

Company subdomain: for example yourcompany.
API key

Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
Incremental – only new or updated rows are synced on each run, using a cursor field (such as an updated_at timestamp). Cheaper than a full refresh, but deletes aren't captured.
Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See sync methods for a full explanation of how each mode works and how to choose between them.

All Sage HR tables are full refresh. Each sync replaces the contents of the table.

Configuration

Option	Type	Required
`Company subdomain`	text	Yes
`API key`	password	Yes

Supported tables

Table	Description	Sync method	Incremental field	Primary key
`employees`	An active employee, with their contact details, position, team, and employment dates.	Full refresh	—	—
`terminated_employees`	A terminated (former) employee, with their identity fields and termination date.	Full refresh	—	—
`termination_reasons`	A termination reason configured for the company (e.g. New job).	Full refresh	—	—
`teams`	A team in the company, with its managers and members.	Full refresh	—	—
`positions`	A job position defined in the company.	Full refresh	—	—
`documents`	A document stored in Sage HR, with its file metadata and sharing settings.	Full refresh	—	—
`document_categories`	A document category, with the number of documents it contains.	Full refresh	—	—
`leave_requests`	A time off request, with its policy, requester, dates, and approval state.	Full refresh	—	—
`leave_policies`	A time off policy (e.g. Vacation), with its accrual and allowance settings.	Full refresh	—	—
`individual_allowances`	Per-employee time off allowances: each employee's entitlement under each policy.	Full refresh	—	—
`onboarding_categories`	An onboarding task category (e.g. General).	Full refresh	—	—
`offboarding_categories`	An offboarding task category.	Full refresh	—	—

Troubleshooting

If the connection fails with an authorization error, the API key is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.

If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.