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Managing User Assigned Places via File Drop


This article covers how to:

  1. Prepare your file
  2. Upload your file
  3. Review success and error reports

NOTE: The "uaps" folder must be configured prior to your first upload. Configured folders include a PDF document that outlines the configuration settings. Don't see the document? Talk to your Customer Success Manager to configure your folder. 


1. Prepare your upload file

Refer to the PDF document in the UAPs folder of your SFTP Client for details on the the column headers that must be included in your upload file. Remember that all user fields must be prefixed "u_" and all place fields must be prefixed with "p_". If your UAP folder has been configured to accept Incremental updates to UAPs, remember to include the "uap_action" header, and in it, to define that the upload should "add" or "delete" the associated UAP.

NOTE: When the uap_action is 'add' but the UAP already exists, or when the uap_action is 'delete' and the UAP does not exist, no action is taken. However, a message indicating this will be written in the success output file.


2. Upload your file

When you're satisfied with your file, save it and drag it into the Uploads folder in your SFTP client (📁 PATH: uaps/upload). Files are picked up and processed approximately every 10 minutes. 


3. Review the success and error reports

Once your uploaded file has been picked up and processed, it will be moved to a timestamped Results folder (📁 PATH: uaps/results/{timestamp}).

  • If successful, results will be written to a file of the same name with the suffix _success.csv.
  • If there are errors, an error file will be written with the suffix _error.csv.

It can take several minutes for the log files to be written. Review the error files to determine what corrections need to be made before re-uploading the upload file.

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