Import to InForm from SFTP

Users importing to InForm can provide an SFTP location rather than a file on their local machine, so they can import data automatically that is exported from another system to that SFTP location

 

Adding an SFTP Connection:

At least one SFTP location must be setup prior to the InForm import

  • Go to My Connections 
  • Select SFTP at the top of the connections list

connections.jpg

  • Select "add connection"

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  • Add your SFTP information

new_sftp.jpg

 

Import from SFTP to InForm:

On the InForm “Import File” screen, select option to “Import from SFTP”. This allows the user to enter a fully qualified SFTP location and file name

 

  • Go to App>InForm
  • Select Import File

import_file.jpg

  • On the Import to Inform screen select "Import File"

import_from_inform.jpg

  • Select sftp from drop-down list

SFTP.jpg

  • Add the name and path for the SFTP location

name_path.jpg

Note: A log is created of the results of operation so user can check later in case there was a connection interruption or other error during file transfer

 

For additional assistance, please email helpdesk@IntelliBoard.net

 

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