SFTP integration refers to the process of connecting and integrating the Secure File Transfer Protocol (SFTP) into an application, system, or workflow. SFTP is a secure protocol used for transferring files over a network, providing encryption and authentication to ensure data confidentiality and integrity.

When integrating SFTP, you typically establish a connection between your application and an SFTP server, allowing you to exchange files securely. This integration enables various functionalities, such as uploading files to an SFTP server, downloading files from the server, and managing directories and file permissions.

If you'd like to proceed with an SFTP integration, please contact support@datarails.com.

Prerequisites

• Check if you have the ability to automate sending csv/xlsx files from your system to our or your SFTP server
• We need the public IP address of the machine that will upload the files

General process 

The SFTP integration is a PUSH integration, meaning that we can’t perform a manual or an auto sync from the Datarails filebox settings.

Every file upload to the filebox is being triggered by a new csv or xlsx file that’s being upload to the SFTP server from your system.

Datarails has an SFTP server hosted by Azure.

If the SFTP integration method is possible from your end:

1. You will provide Datarails the public IP address for whitelisting.
2. Datarails will create a dedicated user for the customer on the SFTP server
3. Datarails will create dedicated directories and fileboxes for each report type
   (home/GL/)
   (home/TB/) etc….
4. After testing, Datarails will provide these credentials:
   Username
   Password
   Host
   Port

Date tags:

There are 2 ways in which we can tag the files on Datarails.

1. Naming convention for the files

If you are able to control the file names, then we can execute a manipulation out of the naming convention in order to tag the file under its correct date (this is done by the Integration team).

For example: “GL_2023_01_31.csv” will be tagged under Jan 2023 on Datarails

2. Offset date tag

Every file (Whether it's a monthly or daily tag etc. ) can be tagged under the same day/month that it is being uploaded to the SFTP server or to be tagged under the prior month/day if it's historical (-1). 

Updated May 31, 2024 18:30