SFTP – Member Import

SFTP – Member Import

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
email

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.
expected values: 1-150 as mapped in configuration.
default is 1 if no value is submitted.

Refer to Member Type for additional information.

status

10

Active or inactive status of the member
expected values:
”Active”
”Inactive”
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, its 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

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