SFTP Pull
Audience
Audience: Administrators
Overview
OrgChart Now Administrators can import Excel and CSV flat files into org charts using a Secure File Transfer Protocol (SFTP).
Optionally, reference the SFTP Pull Test article to test an SFTP pull in OrgChart Now using sample data.
Setting up an SFTP Pull Connector
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Log in to OrgChart.
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Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.
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Click on the Chart Settings tile. The Source panel is displayed.
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Click on the under the Main Data Source heading. The list of Main Data Source connectors is displayed.
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Click on the SFTP Pull icon, and then click Select.
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Enter the following information into the corresponding text boxes (see screenshot below):
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Host - Host used to connect to SFTP
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Port - Port used to establish server connection. If no port is specified, enter 22
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Source Path - Folder in which the flat file will be stored in OrgChart Now.
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Filename - Name of the file (including the file extension).
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Username - Username for SFTP account.
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Password - Password for SFTP account.
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Click Save, and then Refresh.