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Getting Started with File Transfer

This guide will illustrate how to accomplish proper data integration with the POC Platform via File Transfer. The purpose of File Transfer is to send data to the back-end of the POC Platform. File Transfer is one-way only. While you will be able to send data to POC, your system will not be able to receive data from POC.

To get started with File Transfer, POC will provide you with a storage service account then follow steps below :

  1. Configure a File Transfer Client: Set up an application or client to interact with your storage service account

  2. Map your data: Work on data mapping between your system and the data points expected by POC

  3. Transfer your data: Send the Datasets (Customers, Users, Territories, etc.) to your storage service account with real data coming from your systems

Step 1 : Configure a File Transfer Client

To enable File Transfer with POC, we have set up storage service account where you can transfer files. This account is cloud storage resource which stores data. Access is secured by authorized credentials and information is protected through transit via HTTPS or SFTP. Uploading data to that account will automatically transfer data into your account of POC in a one-way transfer.

In order to upload files to your provided storage service account, POC will provide you with the following information:

✔ Host: customersdata.pharmapoc.com
✔ User : ######
✔ Password : ######

When you have your credentials, you will need to install a client/software to interact with your storage service account. We recommend a famous and simple software named FileZilla, for more detailed information click here

Step 2 : Map your data

Your POC Implementation Manager will schedule a phone call with you or someone from your team to align on required data changes.

The goal of this meeting is to align your internal data fields to the POC data fields.

Using POC data fields is required for File Transfer.

In order for your company to use POC successfully, it is pivotal that there be alignment between you and your Implementation Manager at POC regarding data understanding & formats.

Data structures to follow

Template Descriptions
Customers Create, update or delete Customers
Users Create, update or delete Users
Territories Create, update or delete Territories
Team Hierarchy Review the hierarchy of your organization
Products Create, update, delete Products
Sales Import your Sales
Prescribers Create, update, delete Prescribers

Step 3 : Transfer your data

You can now upload your datasets via your SFTP

The conventions for directory structure, file names, and file format are described below.


The root directory will include a special folder named “UPLOAD” for you to upload your CSV files inside.

The file name should follow the conventions above.

To avoid issues, please follow these limitations:

  1. File name length: maximum 128 ASCII characters.

  2. File content CSV format: column separated by a comma (,), a string should be in double quotes (“) if there are special characters (Ex: comma).

  3. File content encoding: UTF-8 without BOM.