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Article - Encoura Standard Import Layout
The files and resources below will assist with providing data to Encoura for various products, including Insights Cloud™, Enrollment Lens®, eMatch®, and Affinity Connection™.
File Requirements
- File Name - The file name uploaded must use a .csv extension. Other than that, there are no requirements for the name of the file.
- File Format - The file format must be CSV.
- Text Qualifiers - Each value in the file should be surrounded by a text qualifier ("value") to avoid any issues with punctuation.
- Required Fields - While all files uploaded will use the Encoura Standard Import Layout, each product has different requirements regarding the fields required and recommended. Please refer to the documentation below to determine which fields are required for the product you're using.
Upload Options
Data Center - Insights Cloud/Enrollment Lens, Affinity Connection, and eMatch files can be uploaded and tracked using the Encoura Data Center Upload Files tab. From there you can create a new upload or track the progress of previous uploads. For more information, see Upload Files in Data Center.
SFTP - Enrollment Lens and Insights Cloud files can be uploaded via the Encoura Secure File Transfer Protocol (SFTP) at upload.encoura.org. If you don't have an SFTP user account, email support@encoura.org with contact name and email address for the new user account. For more information, see FTP Instructions.
API - Enrollment Lens and Insights Cloud files can be uploaded via Application Programming Interface (API). Please refer to the Encoura API Documentation for details.
Batching Option
If you are unable to provide the necessary data in one file, contact your Regional Director or Enrollment Services Consultant about batching. This allows you to submit files from multiple systems which are batched at Encoura before processing.
2025-2026 Encoura Standard Import Layout
The 2025-2026 Encoura Standard Import layout will go into effect the evening of July 23, 2025. Until that time, please refer to the 2024-2025 documents listed below. The layout documentation is provided in two forms, Excel and PDF. The same information is available in each document. A sample file is also attached below for your convenience.
2024-2025 Encoura Standard Import Layout
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