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!
- 💡 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.
Will the new file process without error?
The new file name is the same as the original
We are expecting a file named groups.csv. The changed title will cause an error when trying to post data.