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How to synchronize users through custom automatic CSV upload
How to synchronize users through custom automatic CSV upload

How to push user profiles to our server using a custom daily automatic CSV file

Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

With this integration, your company would send via SFTP to Proxyclick a CSV file containing the following columns: email, first name, last name of the users (optional: mobile number) to a secure server, then Proxyclick retrieves the file from the SFTP server and transforms it into a JSON file using a standard mapping.

See sample below:

Notes

  • Some other columns can be exceptionally added upon request (eg Direct phone)

  • Please let us know if you need to manage users across multiple Proxyclick locations, it is possible to use this method in a multi-location setting as well.

If you’re interested in setting up such synchronization, please contact support@proxyclick.com or send us a message on the live chat.

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