sFTP File Import Data Integration

Overview

The sFTP File Import integration allows RedFlag to automatically sync recipient data from an external system (such as an HRIS or property management platform) using a scheduled data file.

This integration is best suited for:

• Large recipient databases
• Organizations with frequent data changes (hires, terminations, updates)
• Systems that cannot integrate via API

🛡️ 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.

How It Works

1. Your system places a data file on the RedFlag sFTP server
2. RedFlag securely retrieves and processes the file
3. Recipients are:
4. 1. Added (new records)
   2. Updated (existing records)
   3. Removed (if no longer present in the file)
4. A sync report is generated and sent via email

Key Capabilities

Automated Data Sync

• Fully automated file processing
• Supports scheduled imports (daily minimum)

Group Creation

• Automatically create groups based on up to 3 data fields
• Example: Department, Location, Region
• New values automatically generate new groups

Data Validation & Error Handling

• Invalid data is flagged (not rejected entirely)
• Error reports include:
• • Original record
  • Reason for failure

Data Protection Safeguards

• Delete threshold protection (default: 10%)
• Prevents accidental mass deletion

🛡️ Note: If the delete threshold is exceeded, the file will not process until confirmed.

Reporting & Visibility

After each sync:

• A status report is sent via email
• Error reports are generated if needed

Error reports are available in:

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

🛡️ Note: Only users with approved access (whitelisted IP + credentials) can access files directly on the sFTP server.

Supported Data

RedFlag supports:

• Up to 33 data fields
• Multiple delivery channels:
• • Email
  • SMS (Text)
  • Voice
• Some fields can also be used for:
• • Dynamic grouping
  • Filtering
  • Multi-value storage (if enabled)

When to Use sFTP

Use sFTP when:

• Your system does not support API integrations
• You prefer batch file-based updates

Alternative options may include:

• Data Connector (HRIS integrations)
• Paylocity API Integration
• Azure / Entra ID Data Import
• Recipient API

Next Steps

To begin setup, continue to: 👉 sFTP File Import Configuration & Setup