(EN) How to complete the fields of the file to upload to SFTP
Actualizado hace 2 años
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💡If you are using integration through SFTP, you must generate a csv file which must keep the following updated employees' data:
| Field | Details | Example |
|---|---|---|
| ID | Employee's identification code. | 123 |
| Nickname | Employee's nickname that Lara will use in their conversations. (If it is blank, Lara will use the Name field) | Mike |
| Name | Employee's name | Michael |
| Surname | Employee's surname | Scott |
| Employee's email | michael.scott@dundermifflin.com | |
WhatsApp* (necessary when it will be the communication channel) | Phone number with a WhatsApp account (including the callsign) | 52 45896523 |
| Start date | Date of joining the company (in YYYY-MM-DD format) | 2005-03-24 |
| Manager (email) | Employee's manager's email | david.wallace@dundermifflin.com |
| HR on charge (email) | Employee's HR on charge's email | toby.flenderson@dundermifflin.com |
| Country | Geographic location of the employee. Use the two identifying letters of the country. | MX |
| Language | Language that Lara will use to speak to the employee. | Spanish: es Argentinian Spanish: es-ar Portuguese: pt English: en |
| Area | Area or department to which the employee belongs. Used for metrics. | Commercial |
| Team | Team to which the employee belongs. Used for metrics. | Sales |
| Role | Employee's position in the organization. | Regional Manager |
| End date | Only complete in case the employee is no longer part of the company, or they are about to leave it. | 2021-03-24 |
| Reason for leaving | Indicates what type of exit survey Lara should send to the employee. | Voluntary / Involuntary |
| Do not contact | Binary value to indicate if we want Lara NOT to contact the employee. | TRUE / X |
| Cohorte | [Leave blank, do not modify or complete] | - |
💡To encourage a high response rate, it is suggested that you complete the Nickname field. Note that if the nickname field is empty, Lara will use the “Name” field, which for some people is a set of 2 or more names, and may feel unfriendly. E.g. “Hello John Michael, my name is Lara…”
Important data to take into account
How to upload the exit of an employee?
The “leaving date” field must be completed with the date of the person's last day in the company. This will automatically cause Lara to stop contacting the person from that date.
How can I temporarily pause Lara from contacting a person?
The “Do not contact” column must be completed with "TRUE". When you want to resume contact, simply delete the “TRUE” value.
Is the information automatically updated?
Yes, when you make a change to the file, the change will automatically be reflected on the platform the next day in the morning.
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