This article describes a new feature which is currently in early access and not available for general use at this time. This will be available in a future release.
If you are interested in being an early access client, reach out to your Customer Success Manager.
| User Role | View | Edit |
|---|---|---|
| Client Admin | Yes | Yes |
| Data Manager | Yes | Yes |
| Viewer | Yes | No |
Bluecore can connect to any SFTP that uses a username and password.
You can connect to any compatible SFTP server, such as Files.com, to import files on a recurring schedule.
Prerequisites
- An SFTP account that Bluecore can access to retrieve files.
- Service-level credentials (username and password) to the SFTP account that Bluecore can use to access the SFTP server programmatically.
Create an SFTP import integration
- Navigate to
Data > Integrations. The Integrations list appears. - Click New Integration > Custom Import Integration. The Integration Settings dialog box appears.
- Enter a name into the Integration Label field and click Continue.
- Complete the sections and, when finished, click Save. The integration is saved.
Data > Integrations. The Integrations list appears.