Beacon User and Demographic Import Automation

Attached is the documentation that explains Beacon user import automation. The basic process is that you copy an import file to our secure file transfer protocol (SFTP) server. This file must be formatted according to the attached template, and must be copied into the Accounts\AccountImports folder. All field headers must be named exactly as found in the template. Any optional field headers may be removed as desired.

The required fields for each record are:

  • ExternalId: This is the unchanging unique identifier used in authentication. This field cannot be changed using a data import
  • FirstName
  • LastName
  • Email

The specification sheet is a guideline that covers what kind of data is supported for each field.  Fields marked Explicit refer the user to a second tab at the bottom of the spreadsheet which provides the listing of the exact entries that must be populated for this field.

After this file is uploaded, you can copy the manifest file (*.DONE) into that directory. This tells our system to start processing the data file. You CANNOT copy the manifest file to the SFTP server UNTIL the data file has finished copying.

Use the attached manifest file as an example. Open the file in a text editor and replace INSERTFILENAMEHERE.CSV with the name of your data file, including its file extension.

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