We recently migrated to NERM as our system of record for Non-Employees (NEs) and are looking for guidance on automating the creation and maintenance of NE records in NERM via APIs.
We receive a daily file containing non-employee data from an external source and would like to automate the process of loading this data into NERM rather than relying on manual imports.
Our goal is to:
Create new Non-Employee records in NERM
Create and/or update associated Person Assignment records
Run the process on a scheduled daily basis
Since we’re relatively new to NERM, we’d appreciate guidance on the following:
Which NERM APIs are available for creating and updating Non-Employee and Person Assignment records?
Are there any recommended workflows or best practices for scheduled bulk imports?
Is there an API-based alternative to the Bulk Person Assignment Import functionality available in the NERM UI?
Are there any sample payloads, documentation, or implementation examples available?
Any guidance, API references, or real-world implementation experiences would be greatly appreciated.
For a daily unattended feed, I would use the NERM APIs rather than automate the UI Bulk Person Assignment Import. Let your scheduler or integration platform read the file and call NERM.
Main APIs:
POST /api/profile or POST /api/profiles to create
PATCH /api/profiles/{id} or PATCH /api/profiles to update
POST /api/advanced_search/run to find existing profiles
Use a stable source ID for upserts: file → find/create/update Person → find/create/update Assignment
For the Person/Assignment relationship, use the Profile Search or Profile Select relationship configured in your tenant and pass the related profile UUID.
For unattended authentication, use an ISC API client with Client Credentials and the nerm:general:manage scope: API Settings.
If your lifecycle workflow logic must still run, use POST /api/workflow_sessions instead of only updating profiles directly.
I do not see a documented API for submitting a CSV into the same UI Bulk Person Assignment Import process. SailPoint documents that Bulk Import Usage workflows run through Profiles CSV Import, with a 1,000-profile limit: Workflow Types.
@MounikaPrathapani NERM is actually not meant to do bulk upload .It acts like an HRMS tool where the record should be inserted.
However if you want to do a bulk upload of data in NERM .you need to a build a bulk creation workflow which will first create assignment and then further create the respective person.
If you need further guidance on how to create a bulk upload
workflow let me know