How do I create an FTP/SFTP connection for exported data?

OVERVIEW:  

1. Set up a user with FTP/SFTP access in your outside software 

2. Set up an FTP/SFTP connection from Acceptd (detailed instructions below)

3. Decide what data fields from Acceptd should be sent

4. Create a saved view in Acceptd that includes the fields to be delivered

5. Set up the Acceptd table view to be sent to your FTP/SFTP connection daily

6. Configure and map a source format in your outside software and schedule it to be ingested

7. Test and adjust as needed 

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2. Set up an FTP/SFTP connection from Acceptd

• Ensure that SFTP permissions have been enabled for your Acceptd account by navigating to the Organization menu at the top left and see the option for “FTP Setup.” If you do not yet have this permission, please contact your Account Relations Specialist to enable it for your account.  
• Once FTP connections have been enabled on your account, navigate to Organization at the top of the screen, and select FTP Setup from the dropdown menu.
• On the FTP Setup screen, click the New Connection button. In the popup window that appears, complete the following fields:
  • Name: The name you'll use to remember this connection.
  • Username: The username used to log into the receiving platform.
  • Password: The password used to log into the receiving platform.
  • Host: The address of the receiving platform.
  • Protocol: Select the appropriate protocol for your connection
  • Port: The port used by the receiving platform.
  • Path: The file path to the destination within the receiving platform. Acceptd will create a directory in this location which corresponds to an Acceptd user ID.
• Click Create Connection to create the connection.
• Click Test Connection to test for any connection issues.