How do I create an SFTP connection for exported data to Slate?

OVERVIEW:  

1. Set up a Slate user with SFTP access (detailed instructions below)

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

3. Decide what data fields from Acceptd should be sent to Slate

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

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

6. Configure and map a source format in Slate and schedule it to be ingested

7. Test and adjust as needed 

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1. Set up a Slate user with SFTP access

• In Slate, click on Database in the top navigation bar  
• Under Users & Access, select User Permissions  
• Click the New User button  
  • Fill in first name, last name, and preferred name  
  • User Type: select Service Account 
  • User ID: This can be anything  
  • Select the “Enable account for access” checkbox. Do NOT press save yet.  
  • Click on the Roles tab at the top.  
  • Under Permissions (Exclusive), select “SFTP Access” to display the SFTP options.
    • For password, click Reset Password and capture the set password  
    • For Allowed Networks, enter Acceptd’s server IP addresses. These are subject to change. Your Account Relations specialist will send the current data.  
    • Path Restriction: Use a folder of your choice such as /incoming/acceptd
• Ensure that the proper folder permissions are enabled and that the acceptd folder is created on the SFTP server otherwise the export may potentially fail  
  • Capture SFTP hostname, port, username, command line, password and path restriction to configure the values in Acceptd
• Click Save 

2. Set up an 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 (usually SFTP).
  • 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.