❯❯❯❯❯ Sending Scheduled Exports to External Vendors

Overview

Here are the comprehensive steps a Slate administrator should follow to set up secure data exports from your Slate instance to your desired service account via SFTP, including configuring the service account and SFTP export schedule, and ensuring network/IP restrictions:

Configuration Steps

1. Create the Service Account in Slate

• Go to Database > User Permissions.
• Click New User.
• Configure as follows:
• User Type: Service Account
• First Name / Last Name: e.g., Town Hall / Service Account
• Username: e.g., FunnelSFTP or TownHallService
• Email: Use a monitored, real email address (for notifications)
• Set a secure password (make note for the SFTP configuration)
• Active: Enable account for access
• Under the Roles tab:
• Assign the SFTP Access permission.

2. Configure Allowed Networks

• In the service account setup, look for Allowed Networks or a similar field.
• Enter the Funnel.io SFTP IP: ##.###.#.###
• Add other approved IPs as needed.

3. Prepare Data Export (Query/Report)

• Go to Queries / Reports.
• Build a query including all required data fields needed.
• Save the query.

4. Schedule the SFTP Export

• With your query selected, choose Schedule Export.
• Choose:
• Destination: Custom File Transfer
• Connection:
• sftp://YOUR_SFTP_USERNAME:YOUR_PASSWORD@ft.technolutions.net
• Replace with the service account credentials from earlier.
• Path:
• /outgoing/subfoldername/filename.fileformat
• Or your preferred naming/location format.
• Export Frequency/Cadence:
• Set as required (e.g., daily, weekly).
• Save and activate the export schedule.

5. Share SFTP Connection Details with Vendor

• Provide Funnel.io your SFTP connection settings:
• Host: ft.technolutions.net
• Port: 22
• Username: [Your service account username]
• Password: [The password you set]
• Path: /outgoing/subfolder/samplefilename.csv
• Allowed IP: ##.###.#.###

6. Confirm/Test the Export

• Use the SFTP Explorer tool in Slate, or an SFTP client, to verify files are landing as expected in the specified folder.
• Confirm Vendor can access the file from their network.

Resources

• Sending Scheduled Exports to a Remote SFTP Server
• Exporting Data Overview