Xplenty can access data in files residing on any Secure File Transfer Protocol (SFTP) server. This article details creating an SFTP connection in Xplenty.
In order to allow Xplenty direct access to your server, create firewall rules to allow Xplenty access from the relevant IPs in this list. You can also follow the directions here to allow Xplenty access through an SSH tunnel or reverse SSH tunnel.
To define a connection in Xplenty to your SFTP server
- Click the Connections icon (lightning bolt) on the top left menu.
- Click New connection and choose Secure File Transfer Protocol (SFTP).
- In the new SFTP connection window, name the connection and enter the connection information:
- Hostname - the host name of the SFTP server.
- Authentication Method - Select password or public key authentication. If key based authentication is selected, copy your account's public key from Settings -> Account Settings -> Profile and add it to the SFTP user's authorized keys.
- User Name - the user name to use when connecting to SFTP server. User Name cannot contain the character $.
- Password - the password to use when connecting to SFTP server using password authentication. Password cannot contain the characters $ or @.
- Port - the TCP port of the SFTP server (Default is 22).
- Click Test connection. If the credentials are correct, a message that the connection test was successful appears.
- Click Create SFTP connection.
- The connection is created and appears in the connections list.
- Now you can create a package and test it on your actual data stored in an SFTP server.