SFTP + Smart Ingest

Smart Ingest lets you pull CSV files stored in your SFTP server and import them to Iterable.

# In this article

# Connection requirements

To connect with Smart Ingest, you need the following items from your SFTP server:

• Authentication method: password or SSH private key. If using a private key, you can optionally include a passphrase.

• Host – The hostname or IP address of your SFTP server.

  Example: sftp.example.com

• Port – The port number of your SFTP server. The default is 22, but yours may be different.

• Username – This can be your personal SFTP login or a dedicated user for Smart ingest.

• Password or private key – If using, your private key must be in OpenSSH format and should include header and footer.

  For example:

  -----BEGIN OPENSSH PRIVATE KEY-----
  <private key body>
  <private key body>
  <private key body>
  -----END OPENSSH PRIVATE KEY-----
  

• (Optional) Private key passphrase - If using an encrypted private key, you can specify a passphrase to decrypt it.

Before you connect Smart Ingest to your SFTP server, make sure to allow Smart Ingest IPs in your SFTP server.

# CSV file requirements

When connecting with SFTP, Smart Ingest supports CSV files only. Make sure your CSV files meet certain requirements, including:

• CSV formatting requirements
• Field requirements that vary depending on the sync type you're setting up.

# Connecting SFTP to Smart Ingest

To connect your SFTP server to Smart Ingest:

1. Log in to Iterable as a user with the Manage Integrations project permission and open the project you’re working on.

2. Go to Integrations > Smart Ingest.

3. Click Connect a New Source.

4. Select SFTP and click Continue.

5. In Step 1, choose an authentication method: password or SSH private key. This dynamically updates the fields you need to fill in.

6. In Step 2, enter your connection details:

   • Host – The hostname or IP address of your SFTP server.
   • Port – The port number of your SFTP server.
   • Username – Your SFTP username.
   • Password or private key – Your SFTP password or private key.
   • (Optional) Private key passphrase - If using.

7. Click Continue. Smart Ingest automatically tests the connection.

8. When the connection test is successful, click Continue. (If there are problems connecting, click Back and review the connection details for accuracy.)

9. Add a name for your data source. This is for display in Iterable.

10. Click Finish.

# Next steps

You've now connected your SFTP server to Smart Ingest. The next thing you can do is create a sync.