> For the complete documentation index, see [llms.txt](https://docs.unimarket.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unimarket.com/documentation/file-automation-sftp/approval-data-uploads-via-sftp.md).

# Approval Data Uploads via sFTP

You can automate approval data uploads by sending CSV file templates to Unimarket via **Secure File Transfer Protocol (sFTP)**. This functionality allows you to update your community's master data without manual entry.

## Prerequisites

* **Enabled Feature**: The upload feature must be enabled by Unimarket.
* **Support**: Contact your **Customer Success Manager** to discuss requirements and enable this option for your community.
* **sFTP Setup**: Before sending or receiving files, you must complete the initial sFTP configuration (including IP whitelisting and authentication). See [sFTP Setup for File Automation](/documentation/file-automation-sftp/sftp-setup-for-file-automation.md).

## Loading Files and Processing Order

Files must be sent sequentially to ensure they process correctly. Each file must be **fully uploaded** before you send the next; do not send multiple files simultaneously.

Because approval data contains related dependencies, you must follow this specific order:

1. **Groups**
2. **Chains**
3. **Ruleset**

Files should be delivered to the designated **inbound folder** on your sFTP server. Once processed, they are automatically moved to the **processed folder** and its relevant sub-directories.

## File Naming Conventions

Follow these naming standards to ensure the system correctly identifies and routes your data:

### Groups and Chains

* **Convention**: There is no specific naming convention required for Groups and Chains.
* **Action**: Simply send these files to their corresponding folders on the sFTP server.

### Rulesets

Because communities often have multiple rulesets, each requires a separate CSV file with a specific name to ensure it is loaded to the correct ruleset.

* **Format**: `date___rulesetname.csv`
* **Requirement**: Use exactly **three underscores** (`___`) between the date and the ruleset name.
* **Example**: `20220825___1 Project Accounting.csv`

## Troubleshooting

If you receive an email stating there was a **"Problem Processing File,"** you can troubleshoot the issue within the application:

1. Navigate to the **Administration** module.
2. Select **File Processing**.
3. Hover over the **"i" icon** (information circle) next to the failed file to see specific error details.
4. Correct the error in your CSV and re-upload the file.

See [sFTP File Error: Problem Processing File](/documentation/file-automation-sftp/sftp-file-error-problem-processing-file.md) for more detail.


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