Setup Guide

Stepwise guide to connecting SFTP to your Daton account.

Prerequisites

• An existing Daton account.
• An SFTP server with valid files (CSV, and TXT).

Stepwise Instructions to Integrate SFTP with Daton

Integrate SFTP in Daton

• Sign in to your existing Daton account.
• Search for SFTP in the list of Connectors and click on the 'Configure' button.
• Provide the necessary Integration Name and Replication Frequency data and click on the 'Authenticate' button.

  Please Note, the Integration Name would be used in creating tables for the integration and cannot be changed later. 

   
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• Provide an accurate Hostname, Port number, Username, and Password of the location where the file is stored on your server, then click on the 'Next' button.
• In the next step, provide your Folder Name (File path), File Type (CSV/TXT) and define the row number for the Header and click on the 'Submit' button.
• You will receive a prompt saying your Integration was successful.

                Congrats! Your SFTP file has been integrated with Daton.

Workflow

• Integrations would be in the Pending state initially and will be moved to the Active state as soon as the first job loads data successfully onto the configured warehouse.
• Users can Re-Authenticate, Edit, Clone, Pause or Delete the integration at any given time by clicking on the settings. Users can also edit the integration to change frequency and history.
• Users can view job status and process logs from the integration details page by clicking on the integration name from the active list.
• Files to be processed would be identified with the modified dates of files.
• Files present in subfolders from the selected location would not be processed.
• If new fields are to be added to the files, users must append them to the file, and edit the existing integration in Daton by appending the additional fields for the integration. 

          Daton doesn't support intermittent field additions to a file.