Step 4-Create SFTP Folder (How To-Export Customer)
- Mike Deskis
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 product extension 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 against the IM instance provided earlier when our IM instance 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/outbound/ path.
Then, click on the New option and choose the Directory option:
7. Define the directory name as customer:
NOTE: With the addition of the customer outbound directory, the file path will match the FTP path that will be defined during the creation of CSV FTP integration template process.