SFTP for Contact Upload

This section of the user guide is focused on Secure File Transfer Protocol (SFTP). To help you navigate the article we have broken it down into the following sections:

• What is Secure File Transfer Protocol (SFTP?
• Why use SFTP?
• Setting up an SFTP User
• Using an SFTP file to create a Contact List

What is Secure File Transfer Protocol (SFTP?

Secure File Transfer Protocol (SFTP) is a network protocol for securely accessing, transferring, and managing large files and sensitive data.

SFTP allows users to upload contact list files directly to Ocelot via SFTP instead of via browser-based upload. This option allows for various automation options and maintains the same workflow for mapping and file usage.

Why use SFTP?

SFTP allows for the secure transfer of Personally Identifiable Information (PII) into the Ocelot platform. 

Setting up an SFTP User

1. To set up an SFTP User, under the Connectors section, select SFTP Users.
   
2. In the bottom right-hand corner, select the plus icon.
   
3. On the Create SFTP User modal, enter the username.
4. Enter a description for the user.
5. Enter the SSH public key. Public keys must be a maximum of 2048bit and begin with “ssh-rsa “ as described by the Regular Expression “^ssh-rsa\s+[A-Za-z0-9+/]+[=]{0,3}(\s+.+)?\s*$”
6. Select Save.

Using an SFTP file to create a Contact List

Once you’ve created a user and connected to the SFTP server you can transfer the .csv file to the folder you are in by default. Ocelot will automatically move the file from that folder to process it and make it available within the software after a small delay (within 5 minutes).  

Once processed the file will be available from the Contact Management>Contact Lists>Add Contact List page, select the Select From Server tab.

Select the file you wish to import and follow the same steps as uploading a campaign contact list.

For more information on creating a contact list, review the Creating Campaign Contact Lists starting with step 4. 

Note: Files within the Select From Server tab will be automatically removed after two weeks of non-use. This means if you upload a file and never import it, after two weeks it will be discarded. However, if you upload a file and import it once a week it will never be deleted (importing the file resets that file’s two-week lifespan).