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Add Recipients to Groups Using SFTP Import

Regroup allows you to import the groups, channels, directories, contacts and admin data through our SFTP (Secure File Transfer Protocol) file servers using the CSV (comma-separated values) files. The organization admin can configure the SFTP import in the SFTP Imports section of Contact Management. You can also automate this process using a script that sends a CSV from your information system into Regroup.

For an SFTP import, you must have an FTP client. With Regroup, you can complete the SFTP import with the following steps:

  1. Configure the SFTP import

  2. Map and Download the CSV file with correct syntax

  3. Create the CSV file with your import data

  4. Select the Processing Style

  5. Upload the CSV file to Regroup’s SFTP server

  6. Receive the email with the import status.

See the topic SFTP (Secure File Transfer Protocol) Imports to set up the SFTP Import.