Files sent to Sentieo Connect by SFTP are automatically ingested. As a result, you can easily create fully automated integrations using your data as a source. For example, keep your portfolio synced in Sentieo by asking your portfolio software vendor to send a daily portfolio snapshot to your Sentieo SFTP address.
You can also manually upload files by SFTP. An SFTP client is required; please speak to your IT department. In the SFTP location, simply drag and drop files that carry a template or that have been mapped manually at least once, and it will be automatically ingested.
Where to find your SFTP account credentials?
Look into the Sentieo Connect portal for the “How to upload data” section. You should find the SFTP address as well as your user name and password. If you are not enabled for SFTP access yet, you will not find your credentials here. In that case, please speak to your Customer Success representative and we will enable it for you.
Sentieo SFTP Address
Host address: sftp-userdata.sentieo.com
Protocol: SFTP – SSH File Transfer Protocol”
We recommend reaching out to your IT department for help installing an SFTP client that they approve for your organization.
There are many free and widely used SFTP clients available on internet.
We provide you with a step by step to set up and configure FileZilla here