Before we start, if you get stuck here - reach out to your Customer Success Manager! We're happy to assist. You can use the Chat function in the top right of Enboarder to ask questions too! 😊
Before you begin, you will have to manually upload the CSV you wish to use in order to save the mapping to be used below. Click here for information on uploading your first CSV.
With an automatic upload, where no manual upload of a CSV export file will be required, you can have peace of mind with both the systems working for you. You just need to upload (automate the extract) the CSV file on a regular basis on an SFTP server location (it could be your SFTP server or Enboarder can provision).
First, click Settings (Top right) and then click on "CSV Upload". If you don't see "CSV Upload" in Settings, first make sure your Admin status includes CSV Upload, otherwise let your Customer Success Manager know.
Next, click on "Auto Upload"
Then fill in the details, including which mapping to use (See HERE for details on mapping using the CSV upload), frequency, time to load and SFTP server details. Input (the directory from where CSV file will be picked), output (the directory where processed CSV file will be put), error (directory where if any error occurs then CSV file with error reason will be put) folders, and an email address, where details of uploads are sent.
Note: The tick boxes at the bottom of this page that allow you to customize when to launch or not launch workflows in Enboarder.
Once all of these details are entered, click 'Test Connection'. This will display a green tick if correct. If you wish to manually launch a file in the first instance, you can click on 'Manual Start' to bring the file into Enboarder straight away.
If you're all happy with this, then toggle the 'Status' at the top of this page to Active, and your automation dreams will become a reality!
Reach out to your Customer Success Manager if you have any questions on this!