Setting up the FTP Site Hierarchy

You’ll need to set up your own SFTP site with a third-party service such as ExaVault.

Important: Before starting this process, set up warehouses in both the Live and the Stage (if available) environments.

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Folder Hierarchy

Choose SFTP when setting it up and then set up the folders inside of the server like so:

home folder (/) 
│
└───To DirectScale
│   │
│   └───<Warehouse name>
│       │---<upload .csv/.xlsx files to sync here>
│       │
│       └───archive
│       │
│       └───error
│   
└───From DirectScale
│   │
│   └───<Warehouse name>
│       │---<download .csv/.xlsx files to sync here>

• The <Warehouse name> will be the same name as the Warehouse you created in Corporate Admin.
• If you have multiple warehouses, you must add a folder for each to both To DirectScale and From DirectScale parent folders, even if a warehouse will not be used.
• The archive and error folders must be in the <Warehouse name>.
• You will download the synced .csv/.xlsx files from the From DirectScale/<Warehouse name> folder.
• You will upload your .csv/.xlsx files to the To DirectScale/<Warehouse name> folder.

Tip: FileZilla is useful in looking at the files/folders for troubleshooting.

Now, you can enter your credentials into Corporate Admin.