sFTP File Import Configuration & Setup

Overview

This guide outlines the technical setup required to configure the sFTP File Import integration with RedFlag.

This process typically involves your IT or HRIS team.

🛡️ Note: sFTP Data Import must be enabled by RedFlag for your account before setup can begin. Contact your onboarding specialist or support representative to enable this feature.

Provide Required Information

To begin setup, please provide:

sFTP Access

• IP address(es) or IP range that will be connecting to the sFTP server

• Email address to receive sFTP login credentials

🛡️ Note: Only whitelisted IP addresses will be able to connect to the sFTP server.

Sync Reports

• Email address(es) to receive sync status reports

🛡️ Note: Sync report recipients do not need access to the sFTP server and do not need to be associated with a whitelisted IP address.

sFTP Configuration Details

Use the following settings:

• Protocol: sFTP
• Port: 22
• Hostname: sftp-us.pocketstop.com
• Username: Provided via secure email after IPs are whitelisted
• Password: Provided via secure email after IPs are whitelisted
• SSH Key: Not required (password authentication)
• Directory: /Inbound
• File Type: Text (CSV; pipe-delimited preferred)
• PGP Encryption: Available upon request

File Requirements

File Format

• Text-based files only (.csv preferred)

• Fields must be separated by a delimiter: comma, tab, or pipe (|) — pipe-delimited is preferred

• Use double quotes (") as text qualifiers when a field value contains a delimiter

• A header row is required as the first row of the file

Naming Convention

• Must follow a consistent naming format
• Example: CompanyName_RedFlag_mmddyyyy.csv

🛡️ Note: Files that do not match the agreed naming convention will not be processed.

Provide Sample Header File

Before going live, provide a file containing:

• Header row only
• No recipient data

This allows RedFlag to:

• Map fields
• Validate structure

Data Mapping

RedFlag supports up to 33 data fields, including:

• Standard fields (First Name, Last Name, Unique ID)
• Delivery channels (Email, Text, Voice)
• Address fields (Address 1, Address 2, City, State, Zip, Country)
• Repurposable fields (used for grouping or segmentation, such as Company, Location, Job Title, Department, etc.)

🛡️ Note: Multi-value fields (e.g., multiple departments) can be supported using semicolon-separated values.

Data Validation Rules

Email

• Must follow standard email format
• Must be unique (if using Recipient App)

Phone Numbers (Text & Voice)

• Domestic: 10 digits, E.164 format
• International: E.164 format (e.g., +12143684170)

General Behavior

• Invalid values are excluded (not the full record)
• Errors are logged in the error report

Sync Behavior

During processing:

• New records → Added
• Existing records → Updated
• Missing records → Deleted

🛡️ Note: Delete threshold (default 10%) prevents accidental large deletions.

Automated Group Creation

As part of the import process, groups can be automatically generated based on selected column headers in your file.

• Up to 3 fields can be used to create groups
• Groups are created based on the unique values within those fields
• Example: If “Region” is selected and 10 unique values exist, 10 groups will be created
• New values in future imports will automatically create new groups

Sync Frequency

We sweep the sFTP server nightly (12am–10am CT).

Available options:

• Daily (minimum)
• Weekly
• Bi-weekly
• Monthly
• Custom

🛡️ Note: A missing file notification will be sent if a file is not received as expected.

Reports & Error Handling

Sync Report

Sent via email after each import

🛡️ Note: If a sync report is not listed in the platform, it means a file has not yet been processed (or not since 3/31/26). Once a file is successfully processed, sync details will be displayed.

Error Reports

Available in:

• sFTP server (Errors folder)
• RedFlag platform: More > Integrations > sFTP

Access:

• Platform: Account Admins, Super Admins, IT Admins
• sFTP: Only users with credentials + whitelisted IP

Need Help?

If you need assistance with setup, mapping, or testing, contact RedFlag Support or your Customer Success Manager.