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SFTP

Send your GrowthLoop audience segments via SFTP

In this article, we will walk you through the steps to get SFTP connected as a destination in the GrowthLoop web application. Once connected, you will be able to send your audience segments via SFTP for marketing activation!

Prerequisites

  • Obtain the FTP server credentials from the administrator, including the username and password. For anonymous FTP, this usually means using "anonymous" as the username and your email address as the password.
  • Know the hostname or IP address of the FTP server you need to connect to.
  • Verify the port number used by the FTP server (default is 21 for FTP and 22 for SFTP).
  • Have the folder path ready if the FTP server requires uploading files to a specific folder.

Set up destination

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Note: You can choose to authenticate using either Username & Password or an SSH Key

  1. When you sign into the GrowthLoop platform, navigate to the Destinations tab on the left sidebar and click New Destination in the top right corner.
  2. When the Select Destination window pops up, type SFTP into the search bar and click Add SFTP.
  3. Clicking Add SFTP will require you to select/insert the following information:
    1. Destination details
      1. Destination Name: This is how the destination will be named and referred to in the app going forward.
      2. Sync Frequency: This indicates how frequently audiences will be synced to the destination.
    2. Credentials
      1. Username: Enter the username provided by your FTP server administrator. If the server uses anonymous access, you may enter "anonymous."
      2. Password: Enter the password associated with the username. For anonymous access, this is often your email address.
      3. SSH Key: Enter the private SSH key provided by your administrator if key-based authentication is required.
      4. SSH Key Password: If your SSH key is password-protected, enter the password here. Leave blank if your key does not require one.
      5. SSH Key Algorithm: Select the algorithm used to generate your SSH key (e.g., RSA/GPG or ED25519).
    3. Upload Settings
      1. Host: Input the FTP server's hostname or IP address. Ensure this is correct to avoid connection issues.
      2. Port: Specify the port number. The default for FTP is 21. If you are using SFTP (secure FTP), the port is typically 22.
      3. Upload Folder: If required, enter the path to the specific folder on the server where files should be uploaded. This is optional and depends on the server’s configuration.
    4. File Format
      1. Format: Select the file format for export. Currently supported: Delimited.
      2. Delimiter: Specify the character that separates values in the file (e.g., , for CSV, \t for TSV).
      3. File Extension: Enter the file extension to be used for the exported file (e.g., csv, tsv).
      4. Encryption Algorithm: Choose the encryption method for securing exported files (e.g., PGP). Leave blank if no encryption is required.
      5. Encryption Key: Enter the encryption key corresponding to the selected algorithm.
      6. Prefix for Personalization Fields: Define a prefix (e.g., fw) that will be added to personalization fields in the exported file.
      7. Columns to Export (Comma-separated list): Specify which columns to include by entering names separated by commas. Leave blank to export all columns.
      8. Exclude Internal Fields: Select this option to omit system-generated internal fields from the export.
      9. Exclude Headers: Select this option to export data without including header rows.
  4. Go ahead and select Create, and we’ll validate we have all the proper permissions to load audience data to SFTP. You should now see SFTP in your list of connected destinations!

Export to destination

  1. Navigate to your list of audiences by clicking the Audiences tab on the left sidebar.
  2. Choose an existing audience or create a new one. Need help creating? Click here to learn how!
  3. Once created, click the Export button on the upper right side.
  4. Search for SFTP in the export modal and Select it.
  5. Map Email under Configure Match Field Settings if it's not already. Then Click Next.
  6. Configure your export settings:
    • Export Name: Automatically populated with your audience name for easy identification in the destination.
    • Campaign Type: Choose between a one-time export or ongoing basis.
    • Export Schedule: Set the frequency, start date, end date, and specific days of the week.
  7. Lastly, click Export. Congrats on successfully exporting an audience via SFTP!
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Note

Experiencing any issues when connecting to SFTP? Reach out to us at [email protected] and we’ll be in-touch shortly to help resolve the matter!

Updated 17 days ago