Interfolio — Data Load Checklist

The following article contains information on what to include when preparing a file to be loaded via the Technical Services team.

Data Load Checklist

Base Data Type	Details
All	Does the Upload Form match the file exactly? If the file is a Courses Taught or Faculty Classification file, are term and year being included? If the file has a header, is that option checked on the Upload Page? Check out this document on base data models for more information.
Faculty File	If you are looking to update the employment status for a user, do so via the Faculty Classification file. If UID is enabled, does the Faculty file include the UID and "Allow Login" columns?
Units File	Please do not attempt to load a unit file. Add units individually via the UI.
Autoloading	Are base data files being dropped into /autoload/[databaseid] on the SFTP? Does notification.txt include all desired email addresses to be notified? Have autoloads been turned on for your tenant by the Technical Services team? Please note that if your setting needs have changed since autoloads were enabled, you will need to work with the Technical Services team to make changes.

Have you consulted Interfolio's knowledge base?
Are you following Interfolio's Data Model for the relevant file type (awards/proposals?)
Has autoload been set up via a ticket to help@interfolio.com?
Are files being placed in /incoming/[databaseID]/grants/ on your institution's SFTP folder?
Are you providing two separate files - one for proposals and one for awards?
Are Faculty IDs provided for Internal Collaborator records?
Does each Internal Collaborator have records provided in the Awards and Proposal files?
Are you following one of the Outlined Collaborator Conventions?
Does your data include all the columns, in the same order, as listed under the Details tabs of the data model?
Does your data include a header that matches the field names?
Please ensure that if a column can't be populated, you are leaving it blank but including it in the file.
Activity Classifications are added to the end of the file (if applicable).

Are you following Interfolio’s Data Model for the Scholarly Activity file type?
Has autoload been set up via a ticket to help@interfolio.com?
Are files being placed in /incoming/[databaseID]/scholarly on your institution’s SFTP folder?
Are you following one of the Outlined Collaborator Conventions?
Does your data include all the columns, in the same order, as listed under the Details tabs of the data model?
Does your data include a header that matches the field names?
Please ensure that if a column can't be populated, you are leaving it blank but including it in the file.
Activity Classifications are added to the end of the file (if applicable).

Are you following Interfolio's data models for Activity Data and Profile Data?
Do you have a known, established cadence for loading these manual files via the Technical Services team
- Adhoc files are subject to the Outlined SLA and require a ticket to help@interfolio.com. If you wish to set up a known cadence, please contact Interfolio.
Has your column order remained unchanged since the file was last loaded?
Has the data within a column remained consistent?