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SFTP integration

Use SFTP integration to securely sync and manage user data with your platform. This setup allows you to transfer files from your server to sync with User 360, enabling you to view and analyze user data in one place.

To connect an SFTP server:

  1. In Development/Staging environment, go to Extensions > Integration and search for the SFTP app.
  2. Click +Add account.
  3. In Give account name, enter a unique name for the account. Use only lowercase alphanumeric characters and underscores (_) with a limit of 20 characters. Example value: support_team_account.
  4. In Host IP, enter the IP address of your SFTP server. Example: 192.168.1.1
  5. In Port, enter the port number used for SFTP connection. Default: 22
  6. In Username, enter your SFTP server username.
  7. Enable Private key based authentication if you want to authenticate with a private SSH key instead of uploading your SFTP account password. See Private key setup for how to obtain the key and allow access on your server.
  8. In Password, enter the associated SFTP password. Applicable only if Private key based authentication is disabled.

Private key setup​

If you do not want to use a password, enable Private key based authentication (step 7) and reach out to our team at [email protected] for the SSH key material. Support will provide the private key to configure in the Yellow.ai SFTP integration and the matching public key for your SFTP server.

On your SFTP host, only the public key must be trusted (never put the private key in authorized_keys or share it outside your organization). Add Yellow.ai’s public key for the SFTP user so the platform can connect without a password.

To add Yellow.ai’s public key on your remote SFTP server, you can follow these steps (run as the SFTP user or adjust paths if your server uses a different home layout):

# on remote system (SFTP user home or account used for this integration)

mkdir -p .ssh
nano .ssh/authorized_keys
# append Yellow.ai's public key as one line (e.g. ssh-ed25519 or ssh-rsa ...)

chmod 600 .ssh/authorized_keys
chmod 700 .ssh

Sync SFTP data with User 360​

Once the connection is established, you can enable automatic syncing of user data by turning on the Sync SFTP with user 360 and view users’ data in your user 360 option. This allows the system to regularly import user information from your SFTP server, keeping your User 360 view up to date with the latest data.

Learn more about user data import through SFTP.