SFTP

An SFTP data source connects to an SFTP server and pulls a file from it. Use this when your data is dropped onto a server on a schedule rather than uploaded by hand.

Before you start

• You need to be an organization administrator.
• SFTP isn’t enabled for every organization. If Flat File (SFTP) doesn’t appear as a data source type, it isn’t turned on for your organization — contact your administrator.
• Have your server details ready: host, port (usually 22), username, and either a password or an SSH private key.

Create an SFTP data source

Step 1 — Name & Type

1. On the Data Sources page, select + New Data Source.
2. Choose the Organization.
3. Set Data Source Type to Flat File (SFTP).
4. Enter a Name (for example, SFTP Employees).
5. Select Next.

Step 2 — File Setup

Connect to the server

1. Enter the Host (a domain or IP address, with no https:// or other prefix) and the Port (defaults to 22).
2. Enter the Username.
3. Choose an Authentication method:
   • Password — enter the account Password.
   • SSH Key — paste your Private Key (or drop a key file), and add a Passphrase if your key has one. The key is sent securely when you connect and is never shown again.
4. Select Connect. On success Connecto shows Connected · . If it fails, it shows the error so you can correct the details and try again.

Note

Connect both saves your server settings and tests the connection — there’s no separate “test connection” button. Your credentials are encrypted when stored.

Choose the file

Once connected, tell Connecto which file to pull:

1. Set the Folder to look in (for example, /exports/daily).
2. Set a Pattern to match file names (for example, claims_*.csv). Patterns use * and ?, are case-insensitive, and match only in that folder.
3. If several files match, use When several files match, pick by to choose the winner — Sort by Modified time or File name, and Take the Newest/last or Oldest/first.

Connecto lists the matching files and marks the one it will use with a will ingest badge. If nothing matches, adjust the folder or pattern.

4. Select Next to pull that file into the source.

Steps 3 & 4 — Schema & Preview, then Review & Share

These are the same as for an upload source: choose Infer from file or Use existing schema, review the preview, then on Review & Share select Create Data Source. See File uploads for the details.