Before we can begin to create data migrations using the integration templates within PlatformManager, we will need to create the connection to our SFTP server.
SFTP Folder Creation
Part of the SFTP connection is the file path for our customer data. Therefore, we will need to create this folder before we actually build the connection.
Start the WinSCP FTP client and define a new FTP session using IM instance provided earlier when it was created:
Make sure the protocol type is set to SFTP.
Then, use the host name, port number, user name and password provided in your IM activation email and update the Login panel.
Click Login button.
Next, on the right-hand side is the FTP target path. We will need to drill down to /filearea/inbound/ path.
Then, click on the New option and choose the Directory option:
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7. Define the directory name as customers:
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NOTE: With the addition of the customers directory, the file path will match the FTP path that was defined during the creation of CSV FTP integration template process.
Create SFTP Connection
Upon creation of the IntegrationManager instance, we would have received an email confirming access to our SFTP server:
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5. Next, we define the file path. Since this connection will be for uploading Product Customer master data we will define it as shown below:
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/filearea/inbound/customers
6. Finally, we add the Port from the SFTP email:
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