Background
4U supports the ingestion of data files provided via SFTP for the purpose of bulk maintenance of data within the 4U Platform.
For example, this can be used as an alternate approach to SSO-based user provisioning.
Directory Structure
Your SFTP account will contain an /automation/to-4u directory for the purposes of sending files for ingestion by 4U. Data files in CSV format should be placed in the appropriate data type-specific directory within /automation/to-4u.
File Naming Conventions
There are no naming requirements for files other than that they have the correct extension. For the benefit of humans, it's suggested that you adopt a convention similar to the following: data-type-YYYYMMDDHHmm.csv. For example, users-202305161013.csv.
Data Types
Currently we support ingestion of user data and/or territory (aka branch) data.
Type | SFTP Directory Location |
User |
|
Territories |
|
Additional Information
SFTP Servers: describes our production and non-production SFTP servers and how to access them.
CSV File Format: describes the general format of CSV files
Users Data (for Wealth Managers): describes the format of data for the maintenance of users within the 4U Platform.
Territories Data (for Wealth Managers): describes the format of data to describe user office locations.
Please contact us at Support@4uplatform.com for additional assistance.