Requirement

Your data provider or your own software must be able to send reports via FTP/SFTP automatically and regularly.

How to Set Up an FTP/SFTP Data Ingestion?

Step 1. Create a New Flat Data Ingestion request using Improvado Service Desk:

• provide us with the required details about this integration by filling out all the request fields.
• make sure you have attached an example of the data table you want to see.
• specify the update logic you want for your table:
  - append (new data rows are added to the end of the table)
  - incremental (records get modified, but the old data is saved too)
  - snapshot (overwriting of all the data each time).
• explain the FTP server’s folder structure.
• specify the type of FTP connection needed: FTP / SFTP /FTPS.

Step 2. Get a confirmation from Improvado whether we can ingest your data or instructions on what needs to be changed in order to make it possible.

Step 3. Set up access:

• ‍In case you want to use the Improvado FTP-server, there are two possible options: SFTP or FTPS.
  - to set up SFTP, we need to get your public SSH-key
  - to set up FTPS, we will create a login and password for you.
• In case you want us to load data from your FTP-server
  ‍- for SFTP connections, we will provide our public SSH-key on your request
  - for FTP/FTPS, we will need to get a login/password from you.

Step 4. Send test data to a pre-determined destination.

Step 5. Get a confirmation from Improvado whether we have successfully loaded the data.

Step 6. Schedule reports delivery from your data platform.

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IMPORTANT: ‍

• After the integration is set up, field name/order, header, and data type changes are available. Submit a Change Flat Data Ingestion request via Improvado Service Desk to inform us about your needed changes.
• Adding a new column to an existing integration is not available. You must submit a New Flat Data Integration request to ingest a file with additional columns.