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.
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>
<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
From DirectScaleparent folders, even if a warehouse will not be used.
errorfolders must be in the
- 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.