Introduction
Eloops support an integration to your own SFTP server, to import your members easily and automatically.
Adding and removing employees from your organisation can be done from your own SFTP server.
Prerequisites
Your own SFTP Server
Eloops subscription
App Registration Setup
Eloops need to get access to your SFTP server directory. Please provide the following information to the Eloops’ team
Host name
Username
Password
File name format
Eloops uses file format to validate the file and to export the file with the desired format. For example: MyCompanyName_01_01_2020_suffix.csv
Our support formats to be added to the file name
Prefix: MyCompanyName
Year: %year%
Month: %month%
Day: %day%
Hour: %hour%
Invitation Code: %invitation_code%
Suffix: Anything before the extension
File extension: .csv/.xslx (required)
Format Example: MyCompanyName_%month%_%day%_%year%_%hour%_%invitation_code%_suffix.csv
File example: MyCompanyName_12_09_2019_9_InvitationCode_mysuffix.csv
Note: All files should be in UTF-8 Format.
Final Tests
To make sure the integration is working, do the following:
create a csv/xlsx file with your specific network csv/xlsx file columns and names format.
Put it inside the SFTP server directory
Check the Members page on the Admin Dashboard