Connect to an SFTP Server

Step 1: Download and install an SFTP client such as "Filezilla."

Images in this article are what will be seen if you use Filezilla as your SFTP.

Step 2: Once Filezilla (or other SFTP client) is downloaded, select Site Manager icon.

Step 3: Add New Site and enter site name.

Step 4: Select Information

  • Protocol: SFTP
  • Logon Type: Normal

Step 5: Enter credentials shared with you by the Otus team, then Connect!


Add Files To Your SFTP

Step 1: Connect to your "Site" (as seen in steps above.)

Step 2: Drop Files

  • Drop down Home Folder.
  • Open Incoming.
  • Drag and Drop files into Incoming Folder.

Step 3: Inform your Otus contact that files have been uploaded!


Important Information

  • 💡 If you are sharing rostering or group files, we recommend setting up a daily automated export from your SIS to the SFTP.
  • 💡 Additionally, if you are sharing updated rostering and group data to the sftp, the file name and headers in your file should be the same as they were when we first completed the integration process.

Original File

New File

Will the new file process without error?

Explanation

groups.csv

groups.csv

Yes.

The new file name is the same as the original

groups.csv

newgroups.csv

No.

We are expecting a file named groups.csv. The changed title will cause an error when trying to post data.

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