This method allows you to upload files into a TotalConnect data stream by using an FTPS or SFTP connection. Available for TotalConnect Data Streams
- Navigate to the Import tab.
- Expand Data Streams List.
- Select the data stream that you want to modify.
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At the top right-hand corner of the page, click Automate Data
Refresh.
- Click Copy FTPS/SFTP Details.
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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.