Overview

Captello’s SFTP integration allows seamless exporting of submission and prospect records to SFTP servers. This article goes through setting up and exporting spreadsheets directly to an SFTP server.

Connecting Your SFTP Server

After enabling the SFTP connector on your account, follow the steps below to connect your SFTP server:

• Navigate to ‘Setup > Integrations > Connectors’.

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• Scroll down to SFTP.

• Click on ‘Add Account’.

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• Add your SFTP credentials and export path.

• (Optional) Click on 'Test Connection’ to make sure the credentials are correct before saving.

• Click ‘Save’.

Exporting Spreadsheets to your SFTP Server

Whether you are exporting submissions or prospects, the export pop-up will show SFTP as a destination, from which you can select SFTP. In the example below, an event’s submissions are exported:

• Select the desired export (submission in this example).

• From the 'Export Type' pop-up, select SFTP as your destination and click 'Continue'.