You can use the user lists API to upload a user list to Q2 SMART. User lists created using the API must be validated within SMART before they can be added to a campaign. User lists pushed to SMART that have not been validated do not appear in the User list tab when selecting a trait. The validation process compares the users in the list to your FI's records to ensure that all users are active in digital banking.
Note
Validating a user list is only necessary for SMART customers who upload a user list using the SMART API. User lists uploaded using the application are validated during upload. If your FI is interested in the SMART APIs, contact your Q2 Relationship Manager.
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On the User lists page, select the Need to be validated tab. Any user lists created though the SMART API appear.
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Select the user list you want to validate.
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(Optional) Change the User list name or the Description.
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Select the Validate user list button.
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Select the Identifier used in CSV from the menu. The identifier determines what value SMART will use to match the user to an FIs customer.
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Select the Add users to your list button.
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Select Save.
The user list will now appear in the Ready to use tab on the User lists page.