Integrations and APIs - Database Integration (CSV)


CivicReady
®

CSV Response Files

Instructions

In addition to receiving an automated email providing you with the results of your upload, CivicReady now gives you the ability to receive a response file when processing has completed for membership and group creation files.  This allows a programmatic response to your processing where you can view the data in your files to know if and what processed successfully or not.

You can then create a script that reads the error responses, reformat the record and submit it for re-processing automatically. This response file is generated once your upload is complete and contains the results of the process. Located within the “Done” directory you will find two additional directories – “Membership Response” and “Group Response”, within these directories you will find your response to the files that you have processed. This is just another way in which CivicReady is further automating its user management processing.

You can view the response files for either Users (Membership) or Groups in your SFTP client. (For the purpose of this tutorial, WinSCP is being used to demonstrate how to view the response files in a desktop SFTP application.) In your home or root directory for CivicReady, you will select the "Done" folder.

The screenshot below displays the /done directory and the "group_response" and "membership_response"  folders.

When adding users to groups in CivicReady via the .csv upload process, a response file is generated in the "membership_response" folder.

When adding a group or groups to CivicReady via the .csv upload process, a response file is generated in the "groups_response" folder.

The response files are also in .csv format and can be downloaded, copied, transferred for viewing. Below is a sample view of a a "Group Response File." You will see the file contains the 'Group ID, Group Email, Group Name, Action, Status, and Message.'

This is a sample view of a "Membership Response File." This file contains 'User First Name, Last Name, Email Address, User ID, Phone/Carrier, Group ID, Database ID, Action, Status, and Message.'




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