Approval Data Uploads via sFTP

  • Updated

You can automate approval data uploads by sending CSV file templates to Unimarket via Secure File Transfer Protocol (sFTP). This functionality allows you to update your community’s master data without manual entry.

 

Prerequisites

  • Enabled Feature: The upload feature must be enabled by Unimarket.

  • Support: Contact your Customer Success Manager to discuss requirements and enable this option for your community.

  • sFTP Setup: Before sending or receiving files, you must complete the initial sFTP configuration (including IP whitelisting and authentication).

 

Loading Files and Processing Order

Files must be sent sequentially to ensure they process correctly. Each file must be fully uploaded before you send the next; do not send multiple files simultaneously.

Because approval data contains related dependencies, you must follow this specific order:

  1. Groups

  2. Chains

  3. Ruleset

Files should be delivered to the designated inbound folder on your sFTP server. Once processed, they are automatically moved to the processed folder and its relevant sub-directories.

 

File Naming Conventions

Follow these naming standards to ensure the system correctly identifies and routes your data:

Groups and Chains

  • Convention: There is no specific naming convention required for Groups and Chains.

  • Action: Simply send these files to their corresponding folders on the sFTP server.

 

Rulesets

Because communities often have multiple rulesets, each requires a separate CSV file with a specific name to ensure it is loaded to the correct ruleset.

  • Format: date___rulesetname.csv

  • Requirement: Use exactly three underscores (___) between the date and the ruleset name.

  • Example: 20220825___1 Project Accounting.csv

 

Troubleshooting

If you receive an email stating there was a "Problem Processing File," you can troubleshoot the issue within the application:

  1. Navigate to the Administration module.

  2. Select File Processing.

  3. Hover over the "i" icon (information circle) next to the failed file to see specific error details.

  4. Correct the error in your CSV and re-upload the file.