Hey there!
Here's how to manually upload CSV files to your FTP folder in case you don't have any complex scripting set up on your end, so you can then fetch the file(s) to Cuseum:
Go to the SFTP folder's log in panel by clicking here
Hostname: customer-sftp.cuseum.com
Username: The username that was provided by your Onboarding expert
Password: The password that was provided by your Onboarding expert
Click on Connect
You will see the following screen:
Click on the "arrow pointing up" icon located at the bottom right side of the screen to select the CSV file you want to upload:
IMPORTANT: The file name must match the name that was configured for your account (99% of the cases the name is DigitalMembershipCard_Export.csv)
Please double check with your Onboarding expert, or by contacting [email protected] if you're not sure about what name your file should be using.
This is how your folder will look like after the file has been uploaded successfully:
Once the file is ready in the folder, you can go back to your Cuseum account, and click on Fetch to bring this new data in.
If you're manually uploading files daily, please allow the folder to overwrite the previous file with the new one (unless specified by your Onboarding expert).
If you have any questions please don't hesitate to reach out to [email protected]. We're always happy to assist!