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
|First name of the member|
|Last name of the member|
|Email of the member|
|Country code associated with the phone number|
|Phone number of the member without country code|
|Member Id of the member|
|Badge Id of the member|
|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.
|Active or inactive status of the member
|If the registration link should be sent to the members while importing, enter the touchless registration setting name here|
Tip: The file for processing can be additionally tested via the portal import before sending it via SFTP