Fiserv DNA

Deliver event files from Fiserv to Extole to automatically qualify referrals and issue customer rewards.

Overview

Fiserv will securely transfer daily event files to Extole's SFTP server for automatic reward processing. These files contain records of members who have successfully met the qualification criteria defined in your Extole campaigns.

Connecting to Extole's SFTP Server

Use the following configuration when connecting to Extole in Fiserv's SFTP program. More about Extole's SFTP: https://docs.extole.com/docs/extoles-sftp-server

SSH Key Setup

Extole authenticates with SSH public keys rather than passwords. Keys must start with ssh-rsa, end with an email address, and contain no line breaks.

Fiserv will generate a standard SSH public/private key pair and provide the public key to Extole. Extole will then configure this public key in the Extole platform.

File Specifications

File Naming

Files can follow Fiserv's standard naming convention:

• [ClientNum].[MMDD].[Seq].MEMBREFER_[YYYYMMDD]

Example:

• 1578.0507.10917.MEMBREFER_20260507

File Delivery

File Format

Fiserv can send qualification events to Extole as individual files. Example qualification events include account_opened, qualifying_account_balance_reached, loan_funded, or credit_card_activated.

A header row mirroring the columns below is required. Additional column headers, such as product type or deposit amount can be used to trigger reward rules.

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Files must be delivered as standard CSVs with UTF-8 encoding.

Sample Account Opened File