❗ This article provides instructions for manually uploading files to an Otus SFTP server. If you'd like to automate sharing of rostering or group data from your SIS, please contact your Client Experience Partner or reach out through the in-app chat.
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 the 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 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. |