Scheduler is another way to automate the members import and export process. You need to provide the FTP details while scheduling the Import/Export feature. With the scheduler in place, Communities will read the excel files to be imported. You can even get the members' data exported at your FTP location periodically. Set the scheduler and wait for it to run.
To set up the import, go to – Login >> Communities >> Community >> Members >> Schedulers
Click on Add Auto-scheduler button
Click on the Test Connection button. If all the details provided are valid and correct, you will be able to save the scheduler else not. Now, once the connection is verified, you may add other details like - Setting up the Frequency, Day and Time. Click on "Save" to create the Import Scheduler. Once the FTP is created, you need to create the members' file and upload it in the FTP location. You can download the members' import template by clicking on: "Member List >> Add Members button >> Import Members". It will give you a sample file in which you need to fill the memebrs' details and put in the FTP location.
After creating the FTP scheduler, you need to upload the sample member file in the FTP location.
After uploading the sample member file in the FTP location, you can click on 'Run Now' to test the connection.
If the connection is successful, the system will import the members' from the sample contact file and delete the file from the FTP location.
No, there is no specific naming convention in the the members' file needs to be uploaded.
Only make sure the data in the file is in the same format as of the sample file.
You can upload n number of files in the FTP location at a time. The scheduler will read each file one by one and import the contact from the file.
No, QuestionPro doesn't keep a copy of your files.
Once the system processes the file(s) from the FTP location and upload the contact details, it deletes the file from the location.
After the transaction file is processed, the bad/invalid transactions are shared on the same FTP location in an Excel file. You can pick the file from there. Also, if any such file remains on FTP location, it will not get imported back in the system.
Yes, you can edit the scheduler and make changes to it.
To edit the scheduler, click on Pencil Icon and make the changes you want in the scheduler.
Go to the "Scheduler Export" section. Click on the Add Auto-Scheduler
Click on the Test Connection button. If all the details provided are valid and correct, you will be able to save the scheduler else not. Now, once the connection is verified, you may add other details like - Setting up the Frequency, Day, Time, End Date and Filters. Click on "Save" to create the Export Scheduler.
Give your FTP connection details and click Create Scheduler Event button to create export scheduler. The scheduler will export the raw data excel in the export FTP location.
This feature is available with the following license :