How to add SFTP as a Data Source

Prerequisites

Before you begin, ensure:

  • You have access to your SFTP server credentials

  • You have the required file path and login details (host, port, username, and authentication method)


Step 1: Open sysConnector


Step 2: Open Data Sources

  • Click Data Sources from the left-hand menu.

  • Click Connect New App.

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Step 3: Select SFTP

  • From the list of available integrations, select SFTP

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Step 4: Enter SFTP Connection Details

In the connection screen, fill in the following:

Account Name *

  • Example: Main SFTP Server

  • Give this connection a memorable name

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SFTP Connection Details

Enter your SFTP server credentials:

  • Host *

    • Example: sftp.example.com

  • Port *

    • Default: 22

  • Username *

    • Example: test@omnifyx.com

  • Authentication Method

    • Select one:

      • Password

      • SSH Key

  • Password *

    • Enter your SFTP password (if using Password authentication)

  • File Path *

    • Example: /data/leads.csv

    • Full path to the CSV file on the SFTP server

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File Configuration

Configure how the CSV file should be parsed:

  • Delimiter

    • Example: ,

  • Encoding

    • Example: utf-8

  • Skip Rows

    • Example: 0

    • Number of rows to skip at the beginning of the file

  • Unique Identifier Column

    • Example: email

    • Column name used to detect duplicate records (e.g., email, id)

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Available Actions

Follow these steps to complete the setup:

  • Test Connection – Click this first to verify that your SFTP credentials and connection details are correct

  • Fetch Headers – Once the connection is successful, click this to retrieve the column headers from your CSV file

  • Connect SFTP – After confirming the headers, click this to complete the connection

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Step 5: Confirm Connection

You will see a success message:

App Connected – Your app has been connected successfully

Your SFTP integration is now active.


You’re All Set!

sysConnector is now connected to your SFTP server, and your data will begin syncing automatically.


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