SFTP

Summary

The SFTP data source integration is built to pull a monitoring file directly from any customer-created SFTP server.

Setup Your SFTP Data Source Integration

Whitelist IP Addresses

Before you begin it is crucial that you whitelist a specific set of IP addresses for this integration to be successful. Please contact your customer success manager or support@jornaya.com for these.

1. Now that you have determined how you will provide Jornaya with your Monitoring File, within your newly created Instance, click the "+Add Integration" button under the "Data Source" section.

2. Click the "SFTP" integration option

3. You will need to choose the Frequency at which you want Activate to obtain Monitoring Files. Please see the "Frequency of Monitoring" section below for more information on "Manual Run" vs. "Automatic Run".

4. Within the modal window that appears, click "New Authentication" and authenticate with the desired SFTP account credentials.

5. Enter the full file path, including the file name that should be pulled from the SFTP server.

   1. Example: /write/Test_File.csv

      File and File Path Verification

      • Verify the filepath is correct and the file is present by connecting to it using a third party application such as Filezilla.

      • Confirm the filename matches exactly to what was entered in the integration

6. Does the data need to be hashed?

   1. If so, leave the “Is the data already hashed?” option de-selected.

7. Click "Finish" to finalize the setup of the integration, however, this does NOT turn on the integration.

8. Enable the integration by toggling it on (left/blue)

   

9. Upon enabling the integration, it will process within 5 minutes

   1. If there are any issues with the integration, the Jornaya Support team will be in touch with the next steps.

Frequency of Monitoring

Within myJornaya this SFTP integration can be set up to run once or automatically pick up new Monitoring Files

Automatic Run Prerequisites

1. To enable an Automatic Run SFTP integration, start by naming your monitoring file using the following convention:

   1. Format: [value]_[value]_[YYYY_MM_DD_HH_MM_SS]_[any 6 digit number].csv

      1. NOTE: 6 digits are required

   2. Timestamp Format

      1. The timestamp component uses a 24-hour format

   3. Example: CompanyName_ChurnRiskCustomers_2022_03_28_11_07_19_564378.csv

2. After creating this file, you must zip it and give it a standard name that you will use for all future uploads. 

   1. The zip file name can be anything - but must not change after the integration is configured.

      1. If it is changed then the integration will need to be updated to reflect it in order for the system to find the zip file.

   2. This is the file name you will input as noted in Step 5 above, and SFTP Integration depends on a consistent name to pick up the file.

      

   3. Once a zipped file is loaded into your SFTP, Jornaya Activate will unzip it and read the timestamp in the file name.

3. Processing the File

   1. For each new monitoring file (NOT the zip) that is uploaded update the timestamp so that it is different than the most recent file uploaded.

      1. Typically just changing it to a current timestamp will accomplish this.

   2. If the timestamp on the filename differs from the most recently received file, Activate sees it as a new file and will proceed to process the new file automatically.

   3. NOT Successful

      1. Your customer success manager will be in contact to resolve the issue.

      2. To review the validation error results follow the steps in the Activate Monitoring File Validation & Notifications article.
         
         

Edit Your Data Source Integration

If you need to edit the integration, click the pencil icon next to the specific Data Source. Make the necessary data source integration edits, then enable the integration again.

Editing Authentication Credentials

For security purposes, the credentials you previously entered WILL NOT appear when editing the integration. You must enter them as if you were starting a new integration.

Delete an Integration

You can delete a data source integration by clicking the trash can icon next to the corresponding integration.