SFTP Eligibility File Guidelines – Roundtrip

Eligibility files tell Roundtrip which members are eligible for a transportation benefit. Following these guidelines keeps your data clean and reduces errors.

Want an example? View our eligibility file template.

Supported File Formats

Excel (.xlsx)

Pipe-delimited text (.txt)

Comma-separated values (.csv)

File Naming Rules

Must end in one of the formats above

Only these characters are allowed: A–Z, a–z, 0–9, underscore (_), and dash (-)

No spaces — remove them before uploading

Header and Field Formats

The eligibility file consists of the following fields:

Field Name	Also Known As	Required?	Description	Data Format
Plan ID	Contract ID, PBP	Required	Maps members to the correct plan. Suggested format: the MA Contract number followed by the PBP (e.g., H1234-001)	Text
Plan Name	Plan	Optional	—	Text
Member	Member ID	Required	The rider's member ID — should match what's on their ID card	Text
First Name	Member First Name	Required	—	Text
Last Name	Member Last Name	Required	—	Text
Email Address	Email	Optional	—	Text
Phone	Phone Number	Optional	Doesn't need to be valid, but must include a valid area code	nnnnnnnnnn
Date of Birth	DOB	Required	—	mm/dd/yyyy
Gender	—	Required	Valid values: Male, Female, Other (can be abbreviated M, F, O)	Valid Values
Address	Residence Address 1	Optional	Rider's home address	Text
City	Residence City	Optional	Rider's home address	Text
State	Residence State	Optional	Rider's home address	Text
Zip	Residence Zip Code	Optional	Rider's home address	Text
Time Zone	—	Optional	Rider's time zone	—
Budget	—	Optional	Only if the benefit is tailored per rider — the dollar amount included in their benefit	Decimal number
Rides Limit	—	Optional	Only if the benefit is tailored per rider — the number of rides allowed	Integer
Language Preference	Primary Language	Optional	Valid values: "en", "es"	Valid Values
Communication Preference	—	Optional	Valid values: "sms", "voice_call"	Valid Values
Effective Date	—	Optional	Start date of the eligibility period	mm/dd/yyyy
Expiration Date	Termination Date	Optional	End date of the eligibility period	mm/dd/yyyy

Important: This File Is a Full Replacement

Each new file completely replaces the last one. If a member isn't on the new file, their record gets deactivated — so always include your complete, current population, not just changes.