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.

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 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 be switched on manually. 

Contact help@merits.com if you would like to use this for your organization. 


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 connecter 

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. 

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.


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

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