As a site administrator, you can set up a Secure File Transfer Protocol (SFTP) account with Deem for uploading user profiles. Deem provides assistance for uploading user profiles to ensure that all data is populated to the user database successfully.
Note: You must install on your computer a File Transfer Protocol (FTP) client program that supports SFTP. Examples include:
Tip: Many FTP clients are free. Simply download and install.
You use the FTP client on your computer to log into the SFTP account in the Deem "vault". Deem provides credentials for logging in. After uploading files, enter a support case to let us know that the file has been uploaded to the vault so that we can check it for accuracy. See Entering a Support Case for instructions.
Note: For privacy reasons, you can't submit user data to Deem as a support case. You must send user data securely to an SFTP account in the vault.
Contact your Deem Customer Success representative to create the vault SFTP account. You need to provide the following:
The following is the SFTP account setup form that you are required to fill out: Download form: Deem SFTP Request Form_01APR2022.pdf
Deem creates the account and sends an email with the vault account information and password to your organization's IT contact name.
Use the FTP client to log into the SFTP account using the Deem-provided credentials. Enter the following information:
Once you are authenticated, you can test file transfer with the vault account. Follow these steps:
Note: Each time you upload a file, the file is picked up from the vault and moved to an internal directory, where Deem performs a check, decrypts and uploads the file/data into the Deem user profile database.
Your Deem Configuration Manager will set up the SFTP server account for your site in the Dashboard. If you want to know where this resides, you can follow the instructions in FTP Servers. You can then use the server to upload user profiles as a one time upload or set up the Scheduler as described in Uploading User Profiles.