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File Processing automates bulk customer operations driven by files delivered from external systems. When a new file arrives in a configured location, the platform reads each record and applies the associated action — no manual data entry required.

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How It Works

A file automation is configured with a file source location and an action to perform on each record in the file. The platform checks for new files on a scheduled basis. When a new file is detected, it is queued for processing. Each record is read in sequence, the action is applied, and the result — success or failure — is logged per record. Once processing is complete, the platform generates a results report and emails it to the configured administrator address, along with a link to download the processed output file.

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File Delivery

Files can be delivered in two ways: Upload Files are uploaded directly through the administrative interface. The platform detects the new file and begins processing on the next scheduled check. SFTP Files are delivered to a configured SFTP path by an external system. The platform monitors the path for new arrivals and picks them up automatically. This is the preferred method for integrations with core banking systems or third-party data sources.

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Supported Actions

File processing supports the same actions available in standard automations — including group moves, account enable and disable, and notifications — applied row by row to the records in the file.

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Results and Reporting

After each file is processed, a downloadable report is generated that includes the outcome for every record. The report is emailed to the configured administrator so staff can review results, identify any records that failed, and take follow-up action as needed. Each file automation tracks which files have already been processed to prevent records from being applied more than once.