Connecting to SFTP

What is SFTP

SFTP (which stands for SSH File Transfer Protocol, or Secure File Transfer Protocol) is a separate protocol packaged with SSH that works in a similar way over a secure connection. The advantage is the ability to leverage a secure connection to transfer files through both the local and remote system.

In almost all cases, SFTP is preferable to FTP because of its underlying security features and ability to piggy-back on an SSH connection. FTP is an insecure protocol that should only be used in limited cases or on networks you trust. 

NOTES: DOES NOT support FTP over TLS/SSL (FTPS). If you need a secure FTP connection, Enterprise subscription supports SFTP.  Additionally notice that only Passive mode is supported and Permission for LIST command is required.

If you're accessing an FTP or SFTP directory that is behind a firewall, make sure to open your ports to's IPs:
Connecting to an SFTP server to import data from and export data to is only available to the Enterprise Edition subscription users. 

Importing files from SFTP

You can use your SFTP server as a source for your CSV files. All you have to do is select the SFTP tab on the source file chooser.

Start out by creating a new Import Task as you ordinarily do.

Complete the first step selecting the Salesforce connection as usual, then refer back to this page when you get to the second window, labeled "upload".

1. If you  haven't added an SFTP account yet, click on the plus icon on the right

2. Enter your SFTP account credentials and Save


Done! You can now select files directly from your SFTP server instead of uploading them from your local storage.

3. Proceed with the regular Import steps

Move on to the following steps of creating an import task: Mapping your fields and Running the task.

Exporting Salesforce data to SFTP

With you can export your data in CSV files directly into an SFTP server. All you have to do is add a destination folder in your SFTP server in the final step of the process.

Let's see how easy it is to do this!

Start out by creating a new Export Task as you ordinarily do.

Complete the first two steps by selecting the Salesforce connection and building the query as usual, then refer back to this page when you get to the third window, labeled "run".

Add a destination folder.

  1. Click on the Add Destination folder option.
  2. Check the box labeled Send a copy of the results to this location
  3. Select the SFTP tab
  4. Choose your SFTP connection and folder
  5. You can now Run your task!


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