SFTP

Get started with the SFTP source!

What the SFTP source supports

Currently, hotglue supports pulling CSV files from SFTP servers. Tenants can define their own tables which will pull CSV files matching a search expression within a specified folder.

Enable the Source

Let's start by enabling the SFTP source for this flow. Do that by clicking the "Connect" button.

You will then be asked to provide testing SFTP Credentials. Go ahead and fill these items in if you have credentials. If not, you can skip this step. Click Save & Continue.

And that's it! You have successfully enabled the SFTP source.

How it works

When tenants interact with the hotglue widget to connect their SFTP source, they will need to specify the following:

Name

Description

Host

SFTP server host

Port

SFTP server port

Username

SFTP username

Password

SFTP password

Tables

List of all tables (CSV files) they wish to import from their SFTP server

Below is a sample of the basic information completed in the hotglue widget.

Now the tenant can specify all the tables they wish to pull by pressing Add Tables

To configure a table, tenants will specify the following:

Name

Description

Table Name

Name of table that they are configuring (this is what hotglue will receive)

Search Prefix

The folder prefix to search for CSVs under

Search Pattern

A search expression that will match the relevant files. ie. Contacts.*.csv

Below is a sample of a table configured in the hotglue widget.

Configure field map

Once tenants have configured their SFTP source and tables, you can configure the field map as normal via the API or the hotglue panel. Click on the field map button under the SFTP source.

Now you can select specific Tables that you may want to map for your users. To do this, you simply select the gear icon on the right of any of the Tables.

You can now select specific fields identified in each Table to map in the Field Editor. Once you have selected which fields you want, click confirm.

Once you are done mapping any of the fields you want, click save to finished configuring your mappings.


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