Overview
Automatically populate additional case fields via SFTP upload.
Already syncing an employee file via SFTP? You'll need to sync an additional file for your additional fields.
Employee sync vs. fields sync
- Employee file — follows the standard employee SFTP guidelines.
- Auto-populated additional fields file — follows the requirements below.
A single SFTP file cannot be used for both employee profiles and auto-populating additional fields. Customers using SFTP for both must provide two distinct files: • One file for employee profile data, following the standard employee SFTP guidelines. • One file for calc fields, following the rules below.
Calc field file requirements
There are three rules for the calc fields SFTP file:
- Filename: The SFTP title must contain additional-fields.csv.
- Employee additional fields: If the file is used to populate an employee-based additional field, Column A must contain email addresses.
- Non-employee additional fields: If the file is used for a non-employee calc field (e.g., dropdown choices, store locations, etc.), Column A must contain unique values. These values are populated as choices on the block.
Server configuration
Port and transfer protocol are identical to the regular SFTP configuration.
Quick reference
| Filename must contain | additional-fields.csv |
| Column A — employee addtl field | Email addresses |
| Column A — non-employee addtl field | Unique values (become block choices) |
| Separate file from employee SFTP? | Yes, always |
| Server / port / transfer protocol | Same as regular SFTP |