Overview
Chain.io offers seamless integration with SFTP (Secure File Transfer Protocol) to send file payloads to a destination after processing data. This feature allows businesses to automate the transfer of data securely and efficiently. By configuring an SFTP destination within a flow, you can streamline data sharing between systems, trading partners, or other platforms.
This guide will walk you through the steps to configure Chain.io to send data to a destination SFTP, including the key details you'll need to ensure the connection is established properly.
How to Configure a Flow with an SFTP Destination
Flow Creation Process
The first step is to create a flow in Chain.io. Flows define how data moves between systems, including the source, any transformations that take place, and the destination. Once you have started to create the flow and have defined the source and transformation steps, you can configure the destination system/connection for the SFTP server you would like to connect to.
Configure the Destination SFTP Connection/Host System
In the Destination System/Connection section, Click “Select Connection”, if you already have created the SFTP Host System or Integration Connection before creating the flow, you have the opportunity to select it at this point. If this is your first time setting up the SFTP, click “Add New Connection” or “Add New Host System” (depending if you are working on a send or receive flow). This gives you the opportunity to add the destination SFTP. In the dropdown look for “SFTP” or “Remote SFTP Server”. Select this and at the minimum fill out the following fields:
- SFTP Server Address: This is the address of the SFTP server where the file will be sent. It is usually in the form of an IP address or domain name.
- Username: The username required to log in to the SFTP server.
- Password: The password associated with the username to authenticate the connection.
- Port: The port number on which the SFTP server is listening. The default port for SFTP is usually 22, but this can vary depending on the server configuration.
- Email: This allows portal users to identify a point of contact if a technical issue arise with the SFTP.
Once you fill out the following fields, click save. Then select that new SFTP Host system/Connection that you just created. Now in the flow configuration screen under that SFTP, you have the ability to define the directory also known as the Sub Folder of where you would like Chain.io to send the files to.
If you need to update the SFTP details you filled out when setting up the host system you can either visit the integration’s connections section in the portal or your Workspace Host System section and select the SFTP connection/system that you want to view. To learn more about how to determine where the SFTP connection/system you created resides within the portal, view this article.