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Import Channels Using SFTP

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 network admin can configure the SFTP import in the SFTP Imports section of Contact Management. You can also automate this process using a script that would send 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 four steps:

  1. Configure the SFTP import

  2. Map and Download the CSV file with the correct syntax

  3. Create the CSV file with recipient 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.

    In the SFTP Imports section, you can configure the SFTP import. You can also map and download the CSV file with the correct syntax guideline for admin and contact Import.