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Templates - SFTP Inbound Configuration

Rebekah Garner
Rebekah Garner
  • Updated

Overview

Administrators can configure a source folder in the organization’s SFTP account to import directly into a specific Claravine template, allowing users to drop a file to the folder and automatically import the data to Claravine as a dataset.

SFTP Inbound Configuration

To configure a template for automated, inbound dataset:

  1. An Administrator must first connect the platform account in Integrations → Connectors.
  2. Open or create the integration template. 

  3. Navigate to the Integrations section of the template. 

  4. Click + Inbound integrations.
     
  5. Click SFTP Pull Inbound Integration.
    The SFTP Inbound configuration section displays.

     
  6. Select the connected SFTP Account.
     
  7. Enter the Source Folder name - this is the path from the home directory to the target folder, excluding leading or trailing slashes (e.g. inbox/us/).
     
  8. Owned By: Select the account responsible for this integration from the drop-down menu. Owned By determines who owns the rows created when Claravine ingests data from the connected platform. When data syncs, new rows are added to a Pending submission, which appears in Submissions → Pending. Each sync incrementally adds new rows to this pending submission. From there, data can either be submitted manually into the dataset, or submitted automatically if auto-submit is enabled. For example, an enterprise brand might add multiple integrations within a single template and assign a different Owned By user to each one. This controls visibility of Pending Submissions by user group: Agency A sees only their rows, Agency B sees only their rows, and the Brand sees all rows across the integration.
     
  9. Click Save to save the template.

Things to Know

Work closely with your Claravine Customer Success Manager to test a small file to confirm configuration is correct.

Users must use the downloaded Template File from Claravine and update it with any changes to the template configuration. See the user instructions to Import File Via AWS S3 or SFTP Knowledge Base article.

Imported files must be in CSV UTF-8 format.

All governance and restrictions applied to the template fields will apply to the data being imported.

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