MDP Upload Files Using FTPS or SFTP

This method allows you to upload files into a TotalConnect data stream by using an FTPS or SFTP connection. Available for TotalConnect Data Streams

  1. Navigate to the Import tab.
  2. Expand Data Streams List.
  3. Select the data stream that you want to modify.
  4. At the top right-hand corner of the page, click Automate Data Refresh.
    Refresh data streams with ftp details
    1. Click Copy FTPS/SFTP Details.
    2. Decide if you’re using FTPS or SFTP, and then add the unique details to the designated location in your external FTPS/FTPS service to send files to this data stream. Your data is refreshed every time a file is sent.
      If you’re using the same FTPS/SFTP client to send multiple files to multiple different data streams in the same workspace, it’s advisable to add a “$” and the data stream’s unique ID after the FTPS/SFTP user. For example, tgornenska@salesforce.com$123456. These additions ensure that your files are sent to the correct data stream in your workspace, because sometimes FTPS/SFTP clients cache your FTPS/SFTP username and password.