Connecting with SFTP

The most commonly used connection with Spotler is an integration to synchronize contacts. Do you send mailings via Spotler on a regular basis? And would you like to import contacts in a more efficient way? Then there are various options for this, including a connection to Secure FTP, or SFTP for short. 

We can divide the different types of connection into two groups: a connection that synchronize in "batches" (periodically) and a connection that synchronize in "real time" (continuous). An SFTP link works on the basis of a "batch" synchronization.

Batch synchronization

With an automatic file import in batches, periodic export (for example at night) is done from your own system. This export is offered at Spotler and is automatically imported. In fact, a "batch synchronization" works almost the same as when you import a contact file into the Lists module. That contact file is also a "batch". The main advantage of the link is of course that the import is automatic, but also that it is less prone to errors than a manual operation.

For the SFTP link there are two options:

  1. Import SFTP
  2. Export SFTP


1. Import via SFTP

An external system can place a contact file on a Spotler server via SFTP. Spotler automatically imports this file into the correct account and an import report is sent to a specified email address. 

2. Export via SFTP

After sending a mailing in Spotler, the response data can be put on a Spotler SFTP server via an automatic export. Response data can include the number of openings, clicks, bounces, etc. An external system then retrieves this file via the Spotler SFTP server. The response data can used to enrich data or for analysis. 

Both SFTP connections are available for all Spotler products.

Activating the SFTP licence in Spotler

If you want to use SFTP, the first step is to activate the license.

Go to the settings of your Spotler account. Under the tab Account & Billing, you can see Integrations, on the left. Here, you can find an overview of all Spotler account integrations and activate them, including the SFTP.

SFTP_Overzicht.png

To activate the SFTP integration, move your cursor across the SFTP integration and click on the button Activate.

Activate.png

The status will change from red to green. You can now get started with the authentication of the SFTP.

SFTP authentication

After activating the SFTP integration, you must configure the SFTP. Go to the tab Integrations. It immediately opens in the Configurations screen.

New_Authentication.png

Under the heading Authentications you can see SFTP and a button for New authentication. Click on the button New authentication to generate data (such as a password) for the link between your SFTP and your Spotler account. You will need to forward this data to the person who performs the SFTP implementation.

If it concerns imports, you can set up the SFTP configuration yourself. To set up the SFTP export, you must contact your Spotler partner.