SFTP - Instructions for legal entities
TABLE OF CONTENTS
Overview
For general SFTP guidelines and information, see SFTP - Setup instructions.
This topic describes how to upload your legal entity definitions to Spotnana via a CSV file using SFTP . Your legal entity definitions should already exist on the Spotnana platform before you attempt to upload your offices or users.
Instructions
For instructions on how to format the contents of your CSV file, see the File upload instructions for legal entities section of Upload legal entity records.
File format and naming conventions
The .CSV file name must use this format:
legal_entity_feed.*.csv
where the * (wildcard) represents any characters you wish to add to the name. Note that the “.” after “feed” and the “.” before “csv” must be present. The file name is not case sensitive. We recommend including the date and time in the name of the file (to ease troubleshooting in the future). For example:
legal_entity_feed.spotnana_integration_<DateTime>.csv
The .CSV feed file must also be in a specific format. The column names must exactly match the defined format.
Frequency and scheduling
For general information on frequency and scheduling, see the Frequency and scheduling section of SFTP - Setup instructions.
We recommend you upload a file at least once a month to be sure to notify Spotnana of any additions/updates/deletions that may have occurred.
Legal entities file format
Use this information to help you ensure the data in your legal entities feed upload is correctly formatted and prepared.
| Column name | Required/Optional | Notes |
|---|---|---|
| Action | Required | This field must be set to “CREATE”, “UPDATE”, or” DELETE” for each row. That defines the action that must be taken with the information in the row. |
| Legal entity name | Required | Note: All legal entities must exist in the Spotnana Online Booking Tool before including them in your HR feed upload. |
| Doing business As | Optional | |
| Tax number | Optional | |
| Billing Currency | Required | |
| Legal Entity | Required | |
| Address Line 1 | Required | |
| Address Line 2 | Optional | |
| City | Required | |
| State province region | Optional | |
| Country Code | Required | |
| Postal Code | Required | |
| Phone number | Optional | |
| Phone ISO country code | Optional | |
| Phone country code | Optional | |
| Phone extension | Optional | |
| External ID | Optional |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article