๐ Introduction
This article is for users who have existing workflows involving file transfers via SFTP (SSH File Transfer Protocol). By configuring this connection, you can automate the delivery of data into AskNicely through a secure server environment rather than using manual uploads or email-based imports.
๐ Step-by-Step Instructions
To set up an SFTP import, a user or CSM must open a ticket with AskNicely Support. Before opening the ticket, please ensure you have completed the following technical requirements:
1. Set up the CSV Importer App The customer must first have an active CSV Importer set up within the product via the CSV Importer App.
If this is not yet configured, you must provide the Support agent with a sample CSV file that is identical to the one you intend to upload.
This must be configured like a standard CSV importer, ensuring all columns are correctly matched.
2. Generate an SSH Key In order for Engineering to grant access to the AskNicely SFTP server, the customer must generate an SSH Key.
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Instructions on how to generate the key vary by platform. Please refer to these generic examples:
3. Provide the Public Key to Supportย
The customer must provide AskNicely with their Public SSH Key.
โน๏ธ Note: The Public Key is designed to be shared and is not security sensitive. It can be sent via email and typically looks like this:
ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIH2AkzEZmbRF+1PBUjEEhfYsr+tv. Do NOT share your Private SSH Key.
4. Receive Connection Detailsย
AskNicely Support and Engineering will follow up with the following credentials:
Server Address
Port
Login/username
Password
5. Access the Server and Uploadย
Once logged in, you will see a pre-defined folder structure.
When a CSV Importer is configured in the product, a unique token is created. This token is reflected in the email address used for imports and corresponds to a specific directory on the SFTP server.
You can find your specific directory name within the CSV Importer setup/configuration screen.
Important: Files uploaded into the wrong directory will not be processed. Creating a new CSV Importer within the product will automatically create a new corresponding directory on the server.
โ FAQs & Common Issues
Q: Where do I get the directory name for my upload?ย
A: You can get the directory name from the CSV Importer setup or configuration page within AskNicely.
Q: What happens if I upload a file to the root folder?ย
A: Files uploaded into the wrong directory will not be processed correctly. Ensure the file is placed in the folder that matches your specific CSV Importer token.
Q: Do I need to create a new folder for every upload?ย
A: No. Creating a new CSV Importer within the product will automatically create the necessary directory for you. You simply need to ensure your workflow targets that existing folder.
๐ Need Help?
If you need assistance, contact support@asknice.ly