SFTP: FAQs & Troublehsooting

Q. How can I integrate sFTP for automated data flow?

A. You can integrate sFTP to automatically transfer list data from the Admin panel to Netcore and to receive reports in a secure location.

Steps to integrate:

1. Get sFTP credentials (host, username, password/SSH key) from Netcore support or your IT team.
2. Set up an sFTP client or scheduler on your server (e.g., WinSCP, FileZilla, or command-line scripts).
3. Configure the integration to push list data files (in CSV format) to the sFTP location at regular intervals.
4. Ensure that filenames follow the required naming convention and use UTF-8 encoding.
5. Test the connection by uploading a sample file and confirming that Netcore processes it successfully.

This setup enables fully automated data sync and report dumps without manual intervention.

Q. What should I do if my sFTP data upload fails?

A. If your upload fails, follow these checks:

• Verify Credentials: Ensure host, username, and password/SSH key are correct and active.
• Check File Format: Use supported file formats (usually CSV) with correct encoding and headers.
• Inspect File Size: Some servers have size limits; split large files if necessary.
• Confirm Access Permissions: Make sure the user has write access to the destination folder.
• Test Connectivity: Use an sFTP client to confirm the server is reachable and accepting connections.
• Retry Upload: If there was a temporary network error, retry after a few minutes.

If issues persist, capture the error message such as, Permission denied, Connection timed out, and share it with Netcore support team.

Q. How do I add sFTP details to the panel for report dump?

A. To receive automated report dumps via sFTP, you need to add your sFTP details in the Netcore panel.

Steps:

1. Log in to the Netcore CE dashboard with Admin access.

2. Go to Settings > Data & Integrations → sFTP Configuration.

3. Enter the following details:

   • Host: sFTP server hostname or IP
   • Port: Default is 22
   • Username & Password / SSH Key
   • Folder Path: Location where reports should be dumped

4. Click Test Connection to verify that Netcore can connect to your sFTP.

5. Save the configuration.

Once saved, Netcore will automatically drop reports in the specified folder on a scheduled basis.