Purpose: To import bulk members to the portal using file processing via SFTP. Available option for large volume imports and automation of updates.
File Name: XXXXXX_MEMBER_YYYYMMDD_NNN.csv
XXXXXX – AccountID on Certify.me system
YYYYMMDD – Date in YYYYMMDD format
NNN – Optional File sequence if multiple files are being uploaded
Ex: 1593_MEMBER_20201210.csv, 1593_MEMBER_20201010_1.csv, 1593_MEMBER_20201010_9.csv
File Format: Comma Separated Values
Encapsulation Character: “
File Extension: .csv
File Frequency: Whenever the file is dropped in the folder.
Mode of Import: SFTP
|
Columns |
Length |
Description |
|
first_name |
30 |
First name of the member |
|
last_name |
30 |
Last name of the member |
|
|
100 |
Email of the member |
|
country_code |
3 |
Country code associated with the phone number |
|
phone_number |
12 |
Phone number of the member without country code |
|
member_id |
50 |
Member Id of the member |
|
accesscard_no |
50 |
Badge Id of the member |
|
member_type |
2 |
Member type number under which the member should be added. Refer to Member Type for additional information. |
|
status |
10 |
Active or inactive status of the member |
|
workflow |
30 |
If the registration link should be sent to the members while importing, enter the touchless registration setting name here |
Contact certify.me team to setup the SFTP Process and obtain the account id, it is also visible in your account, when logged into portal.certify.me
Customer should have the ability to upload files via SFTP accessing via a static ip.
Tip: The file for processing can be additionally tested via the portal import before sending it via SFTP