SFTP Configuration and File Exchange

Use this guide to understand how your institution can securely send and receive data through UE’s SFTP connection.

Key point

SFTP can be used to send user data to the LMS, receive reports from the LMS, or both.

Your institution can configure a connection with UE’s system to securely send and receive data.

Use	Description
Send user data	Send data from your HRIS or SIS to automatically create or update user accounts. This is often used so new hires have an account and can complete training the day after they are added to the HRIS. Note: This process does not assign courses or learning plans on its own. UE must configure an enrollment rule for that step. Read more about enrollment rules.
Receive reports	Receive reports that can then be pulled into your institution’s other systems, such as an HRIS or SIS profile.

Your institution can request one or both options. You can also start with one and add the other later if needed.

Someone from your institution’s IT department submits the
UE SFTP Configuration Request Form.
UE receives the request and configures the SFTP connection within 3 business days.
UE reaches out to ask you to test your login.
If you requested reports, UE configures the chosen report to be delivered to the reports folder daily.
If you requested user account updates or creation:
1. Your team uploads a test file of users into the upload folder and lets UE know it is complete.
2. UE configures the import process in the LMS and processes the file.
3. If there are issues with the file, UE lets you know and asks for updates.
4. Once everything is processing correctly, you can begin sending files daily. Files process between 1–9 AM ET.
5. This triggers any enabled automations.

The file must be a CSV.
Headers are helpful, but not required.
Files can be processed daily at most.
You can send the full population in every file, or only the changes.
Optional fields can be added later, but please let UE know if you want to add fields that were not included in the initial test file.

Required fields:

Field	Notes
Email Address	The learner’s email address.
First Name	The learner’s first name.
Last Name	The learner’s last name.
Username	Usually the email address again, unless your institution uses a different username through SSO.
Password	Required even for institutions using SSO. SSO learners do not need to know or use the password.
Active	Yes or No.
Branch Code	The branch code for the institution.

Questions? Please reach out to launch@ue.org.