What are the ways an organization can send merits?

At Merit, we know that every organization has its own unique system, schedule, and routine for issuing, verifying, and updating credentials. Click on the method below to find which option would best suit your needs.

Send merits one at a time
Send merits by uploading a spreadsheet (.csv file)
Sync your systems with Merit using an SFTP Connector
Create an integration with Merit using our open API

Send merits one at a time

Step by Step Guide:

Step 1: Navigate at app.merits.com, then Organization Portal, located on the rightmost side of the header. 

Step 2: Select Send merits from the left sidebar.

Step 3: Choose one of your existing merit templates from the drop-down menu.

Step 4: Input the correct information into the displayed fields:

  • First & Last Name
  • Recipient’s email
  • Any additional fields associated with that merit template

Step 5: When you are ready, click Send to immediately issue the merit.

Send Merits by uploading a spreadsheet (.csv file)

Step by Step Guide:

Step 1: Go to the Organization Portal and navigate to the Automate merits folder on the left. At the top or in the center of the page, click the Automate merits tab.

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Step 2: Create a connector by selecting where you store your recipients’ information.

  • Click on Spreadsheet from my computer.

Step 3: Name your connector to represent the merits that will be sent from this connector.

  • Type the name in the Connector name box.
  • Click Next, upload a file.
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Create a .csv file that includes all of the fields associated with that merit template, as well as fields that need to be filled out. There must be fields for Email, First Name, and Last Name.

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For any records that do not have an email address listed, a merit can be created that can be accessed in the Relationships section of your organization’s admin dashboard, but the merit will not be sent to anyone until the email address field is populated. This feature currently has to be switched on manually. Please contact help@merits.com if you would like to use it for your organization’s merits. 

Step 4: Fill in your .csv file with your member information. Do not delete the column headers or the .csv file may not import appropriately. 

Note on date formatting

All date fields must be of the format YYYY-MM-DD. E.g. “2020-05-14” for May 14 2020. Formatting the date differently will cause a read error. 

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Step 5: Once you have completed your file, make sure that it’s saved as a .csv file.

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Drag or click to upload your spreadsheet. 

Import view:

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Click Finish creating connector.

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Step 6: Select the Map a template in the connector you just created. 

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Step 7: Merit then directs you to Select a template and map your column headers with the fields found on the merit template. Once the .csv file is successfully mapped, click Create mapping. 

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Step 8: The page will return to the Automate merits screen and a window will pop up that asks you to send merits.  Click Send merits to complete the process or Cancel to go back.

 

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Step 9: The connector will now show the file as Syncing.  The length of this process will depend on the size of your file.  

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Once this process is complete, the Syncing will change to Sync complete. 

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Step 10.  Any merit within your spreadsheet can also be edited or revoked.  Merit templates must have “Recipients can only have one merit from this merit template” selected in order for a sync to edit or revoke. 

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Edit – To edit multiple merits with your automation sync, change the values of the fields within your spreadsheet that you would like to edit and save. New fields cannot be introduced, and you cannot remove existing fields using this method. 

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Once the edit is complete, save your CSV file and sync or resync your merit connector.

Resync

Revoke – Revoke a merit by changing the value in a Revoke column of your CSV file. 

The value in the revoke column must be any of the following: 1, y, yes, true

Every other value (including blank) will not revoke the merit. 

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Once the revoke values are changed, save your CSV file and sync or resync your merit connector.

SFTP Connector

About SFTP

SFTP – secure file transfer protocol is a secure way to share data between systems. We have created a simple way to connect your data to merit that allows you to send, remove, edit, and update merits on a regularly scheduled basis.

Is an SFTP Connector the right choice for your organization?

  • SFTP enables you to connect to a remote server and manage files contained on that server.
  • SFTP protects the integrity of your files during transfer.
  • SFTP prevents password sniffing and man-in-the-middle attacks.
  • SFTP uses the SSH protocol to authenticate and establish a secure connection using public-key cryptography to authenticate the connection and symmetric encryption algorithms and cryptographic hashing algorithms to verify all data exchanged.

What we’ll cover

Create a connector with an sFTP file
Date format
Map a template
Send merits

Creating a connector with an SFTP file

Step by Step Guide:

Step 1: Go to the Organization Portal and navigate to the Automate merits folder on the left. At the top or in the center of the page, click the Automate merits tab.

Step 2: Create a connector by selecting where you store your recipients’ information.

  • Click on Secure FTP.

Step 3: Log in to the secure FTP and enter your: 

  • sFTP server domain or IP address
  • Username
  • Password
  • Port (optional)

Step 4: Name your connector to represent the merits that will be sent from this connector.

  • Type the name in the Connector name box.
  • Type in a Description (optional).
  • Select a between daily or weekly syncs in the sync frequency box.
  • Click Next, upload a file.

Create a .csv file that includes all of the fields associated with that merit template, as well as fields that need to be filled out. There must be fields for EmailFirst Name, and Last Name.

For any records that do not have an email address listed, a merit can be created that can be accessed in the Relationships section of your organization’s admin dashboard, but the merit will not be sent to anyone until the email address field is populated. This feature currently has to switched on manually, so contact help@merits.com if you would like to use it for your organization’s merits. 

Step 4: Fill in your .csv file with your member information. Do not delete the column headers or the .csv file may not import appropriately. 

Date Formatting

All date fields must be of the format YYYY-MM-DD. E.g. “2020-05-14” for May 14 2020. Formatting the date differently will cause a read error. 

Step 5: Once you have completed your file, make sure that it’s saved as a .csv file.

Upload your spreadsheet by typing in the location of your file. 

Import view:

Click Finish creating connector.

Map a template to the connector you created. 

Step 6: Map the data in your SFTP file to the fields in the merit template.

Step 7: Merit then directs you to Select a template and map your column headers with the fields found on the merit template. Once the .csv file is successfully mapped, click Create mapping. 

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Send merits using your SFTP connector

Step 8: The page will return to the Automate merits screen. Click Start on your new connector and a window will pop up that asks if you would like to start the connector and initiate the process to issue merits automatically.  Click the box to acknowledge and Start to complete the process or Cancel to go back. 

Step 9: The connector will now replace Start with Pause and will send merits as soon as possible and then again based on the chosen daily or weekly sync.  A syncing icon will appear once syncing begins.  Selecting Pause will not pause the current sync but will stop the next scheduled sync.

Once this process is complete, the Syncing will change to Sync complete or Sync error.

Related Courses available in the Merit Training Center

  • Merit A-102 Automate Merits

Please reach out to the Customer Success team at help@merits.com if you have any additional questions.