Set up SFTP Integration

  • In the ActivatePro app, navigate to Settings > Integrations.
  • Click the Add new integration button in the top right corner of the page.

  • Search for "ActivatePro".

  • Click Set up and select "Export" from the dropdown menu. The (S)FTP upload’ integration form will open.

  • Give your integration a clear, descriptive name
  • Select the desired file transfer protocol. ActivatePro supports the following file transfer protocols: FTP, SFTP, FTPS
  • Fill in your file transfer settings, including the Port, Host, Username, and Password
  • Choose whether the Connection mode is ‘Active’ or ‘Passive.’
  • Select whether you wish to set up Encryption, in which case you will have to set a password
  • Set the file path to which the exported files should be exported
  • Set the file properties of the exported CSV files
  • Click Save

The default settings for the CSV file properties can get changed when used in a campaign or story.

Escpecially if the exported file is automatically processed and fails for unknown reasons, check this setting.
/n = unix/linux, /r/n = windows, /r = mac

When in doubt, choose unix/linux