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Cosafe Support Center


Setting up SFTP integration

To configure SFTP integration for importing users into Cosafe, follow these steps:

  1. Contact Cosafe support: Initiate the process by emailing your request to support@cosafe.com.
  2. Activate group ID field: Cosafe will enable the Group ID field in the admin panel.
  3. Create groups in Admin panel: Define at least one group and assign a Group ID corresponding to your file.
  4. Prepare the CSV file: Compile user data into a CSV file with the following fields:
    • UniqueID (mandatory): A unique identifier for each user.
    • Name (mandatory): User's full name.
    • Mail (mandatory): User's email address.
    • Title (optional): User's job title.
    • TelephoneNumber (optional): Primary phone number in international format (e.g., +46).
    • SecondaryTelephoneNumber (optional): Additional phone number.
    • Groups (optional): Group IDs indicating user affiliations; separate multiple groups with commas.
    • Skip (optional): Mark with '1' to exclude specific users from import.
  5. Upload CSV to SFTP server: Cosafe will provide SFTP server credentials. Upload the prepared CSV file to the designated server path.
  6. Configure SFTP import settings in Cosafe Admin panel: Navigate to the SFTP settings and input the following:
    • SFTP username: Assigned username.
    • SFTP password: Assigned password.
    • SFTP host name: Server's hostname or IP address.
    • SFTP port: Default is 22.
    • SFTP path/filename: Path to the CSV file on the server.
    • Separator of group IDs: Character used to separate multiple Group IDs (e.g., comma).
  7. Enable daily import reports: Activate settings to receive daily email reports on import activities.
  8. Additional configurations (optional):
    • Automatic invitation emails: Enable to send invitations to newly imported users.
    • Manage primary/secondary phone numbers: Decide whether to manually handle phone numbers not present in the import file.
  9. Initiate synchronization: Once configured, Cosafe will automatically retrieve and process the CSV file daily, updating user information accordingly.