Automating SFTP exports

The SFTP Exports module gives you the ability to automate and download a nightly export of advising appointments for the current term.

Setup by Client Services

In order to use this feature, your Client Services Manager will need to give you and your instiution access by selecting the SFTP Exports option via the Avaiable Modules.

In addition, your Client Service Manager will setup and select a Daily or Weekly export job via your institutions school settings.

Configure your SFTP settings

To configure SFTP settings go to your Admin Settings page by clicking on the arrow located next to your name e.g. "Hello, Joy" in the top left corner.

In the options box named Import/Data API click the link Configure SFTP.

Entering your SSH Public and Export keys

The Configure SFTP page contains two fields. One for your SSH Public Key and one for your Export Encryption Key.

Enter your SSH Public key
Enter your GPG / Export Encryption key

Note Be sure to include the full text of the key from BEGIN to END. Click Save SSH Public Key.

Connecting to the server

3. Connect to server <include server name>

4. Verify that the Exports folder is now visible.

By clicking on the Exports folder you should now see your exported file. Using the right click option on your mouse, choose Download. Your file will be placed in your folder designated.

This file will be encrypted. *****

The columns on the export will include

Appointment ID
Primary ID (Attendee)
Primary ID (Organizer)
Appointment Start Date and Time
Location
Student Service(s) of the Appointment