Uploading an Eligibility Audience File via SFTP

If you want to limit program eligibility to a defined list of users, Extole can process that list as an audience file. This allows you to control which users are eligible to participate in your referral program as an Advocate.

File Structure

Upload a CSV file to your Extole SFTP server with a structure similar to the example below:

first_name	last_name	email	member_id
John	Jones	[email protected]	200728
Test	User	[email protected]	123456

Required fields may vary by implementation. If you want extra fields available in Extole reporting, chat with the Extole team about adding more columns.

SFTP Upload Location

Files should be uploaded to:

[email protected]:/audiences/{audience_id}/replace

Use the /replace directory if you are uploading a full file each day. This is the recommended approach for maintaining an up-to-date eligibility list. Extole also supports r/add and /remove.

Your actual {audience_id} will be provided during implementation.

SFTP Configuration

To configure your Extole SFTP server, follow the documentation here:
https://docs.extole.com/docs/extoles-sftp-server

When connecting to the SFTP server, use the following credentials:

Host: sftp.extole.io
Port: 22
User: clientname
Authentication: Passkey file generated in Extole or securely shared by your Solutions Engineer

Formatting Requirements

Ensure proper formatting, including ISO_8601 for any event_time fields.
If you are using WS_FTP, notify your Solutions Engineer, as setup instructions differ.

Best Practices

Upload files on a consistent cadence, typically daily.
Use the /replace directory to ensure outdated users are removed from eligibility.
Validate file formatting before upload to avoid processing delays.