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


  • Select "add connection"


  • Add your SFTP information



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


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


  • Select sftp from drop-down list


  • Add the name and path for the SFTP location


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


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