The SFTP Exports module gives you the ability to automate and download a daily or weekly export of advising appointments for a 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 box.
In addition, your Client Service Manager will also Create a New Export and select a Daily or Weekly export job via your institutions school settings.
After the export has been created and settings have been saved, the next step is to configure your SFTP settings.
Configure your SFTP settings
Note This option enables the user to setup and configure their GradesFirst SFTP settings. This option should only be changed under the guidance of your institution’s data import specialist.
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 PGP / Export Encryption key
Note Be sure to include the full text of the key from BEGIN to END. Click Save SSH Public Key. For additional information regarding PGP keys and decryption of files please refer to Policies and Procedures.
Connecting to the server
- Session - SFTP
- Host Name- Server name
- Port Number- 22
- UserName- Username (provided via the link View My API Key under Admin Settings).
4. Verify that the Exports folder is now visible.
This file will be encrypted. To view the appointment information decrypt the file to view the following columns of the export.
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 |
|---|
