In this article
Objective
Leverage SFTP Data Send to upload data from Coconut into your organization’s BI tooling.
NOTE: SFTP Data Send is an optional add-on. Please connect with your Customer Success Manager to get started.
Steps
Configuring SFTP data send requires entering your connection details in Coconut’s settings and creating the report template(s) you want to send to your SFTP server.
Enter your connection details
To enter your SFTP connection details in Coconut:
From the navigation menu, click Settings
From Integrations & API, click Data
If desired, enter the destination name and folder file path for your SFTP server
Enter the host URL or address of the destination server in the Remote Host field
Enter the username for the user/services account used to access the remote host in the Username field
Select whether you will use a password or public/private key
If using password, enter the password for the server and click Save
If using public/private key:
Click Save
Copy the public key that displays
Add the public key to your server configuration
Click Test Connection to confirm the SFTP connection is accurately configured
Enter your organization's SFTP destination details to configure the ability to send data from Coconut to your SFTP server
Create a report template
Once the SFTP connection is configured, you can create a report template to be sent to your server and/or update an existing report template to be sent to your server.
To create a new report template to be sent to your server:
From the navigation menu, click Reports
Click +New
Click Report Template
Enter a name for the template
Click Send to destination - this will trigger the report to be sent to your SFTP server
Click Generate on a schedule and make your desired selections based on how frequently you want the report to be sent to your server
Make your report field selections
Click Save
To update an existing report template to be sent to your server:
From the navigation menu, click Reports
Navigate to the report you want to update
Click the more actions (⋮) icon
Click Edit
Click Send to destination - this will trigger the report to be sent to your SFTP server
Click Generate on a schedule and make your desired selections based on how frequently you want the report to be sent to your server
Click Save
Click Send to destination and set your desired schedule to send reports to your SFTP server at regular intervals
A note on access and visibility
Admin users can configure SFTP for their organization.
Admins and managers can create new report templates and/or update existing templates to be sent to the SFTP server at your organization.