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SFTP folder creation/automation settings

Chiayee avatar
Written by Chiayee
Updated today

Introduction

SFTP (Secure File Transfer Protocol) folder creation and automation in Eber provides a secure method for data transfer as an alternative to API integration. This feature allows businesses to set up virtual SFTP folders and automate file processing operations, reducing manual intervention and streamlining data transfer processes.

Key Benefits

  • Secure and reliable file transfer method

  • Automated file processing reduces manual work

  • Scheduled operations for consistent data transfer

  • Built-in logging system for tracking and monitoring

Step by Step Guide

Setting up SFTP Folder

  1. Click the Create button in the top right corner

  2. Select your preferred folder type

  3. Click Create User button

  4. Download the authentication key file for connection setup (via the download beside the folder name)

Configuring SFTP Automation

  1. Select the appropriate import template “Choose Template

  2. Set the operation frequency “Sequence” & “Run Time

  3. Choose the type of action to be performed “Import Type

  4. Configure additional settings:

    • Configure header row skipping if needed

    • Set combine row functions “Combine next row if transaction number match” (Only for transaction import)

    • Set up skip string function for excluding non relevant data value (Example : Special Characters like ?!)

    • Set other matching data points (Match Store Id and Match Transaction date, for the case where transaction number is not present, it’s matched base on Store and Date/Time) (Only for transaction import)

  5. Ensure the status is set to "Active"

  6. Click Save to complete the setup

Monitoring SFTP Operations

  1. Access the logs interface

  2. Review processed file history

  3. Monitor automation performance

Tips

  • Always keep your authentication keys secure

  • Regularly monitor the logs for any processing errors

  • Test the automation setup with sample files before full implementation

What's Next?

  • Set up your first SFTP folder

  • Configure automation rules based on your business needs

  • Test the complete workflow with sample data

  • Monitor the system logs to ensure proper operation

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