Import People via SFTP

    Introduction

    Share911 now offers a secure SFTP server which customers may use to update employee data or remove terminated employees. The format is standard XLS, XLSX, or CSV and the file would typically be generated from an employee database so that the process can be automated.

     

    File Format

    The file format used is the same as outlined in Import People via Spreadsheet.  Please see that document for details.

     

    SFTP Setup

    Contact support@share911.com to set up your SFTP account.  You will need three things:

    1. A Share911 account with Manage Users permissions on the channels you wish to grant access to.
    2. An SFTP User ID which we will provide.
    3. An RSA key file for authentication.

    Share911 uses RSA key files rather than passwords to authenticate with our SFTP server. If you already have a private RSA key you can send us your public RSA key to use. If not, we can help you generate a new public and private key pair.

    The public RSA key should be in the ssh-rsa v1 format rather than the ssh2 format.  You can see an example of both of these here:  https://askubuntu.com/a/204415/212871

     

    Upload Process

    SFTP Client

    You can use any SFTP client to upload your data file. For example Filezilla.

    Configuration

    General SFTP Clients

    Protocol: SFTP - SSH File Transfer Protocol

    Host: sftp.share911.com

    Port: 22 (or leave blank)

    Logon Type: Key file

    User: <User ID of Share911 Account>

    Key file: <path to your RSA key file>

    FileZilla 3.53.0

    Select your private RSA key file on the connection screen below:

    Screen Shot 2021-03-24 at 2.15.54 PM

    FileZilla Pro

    Follow the steps outlined here: https://wiki.filezilla-project.org/Howto
    filezillapro-share911-sftp-config

    Upload Steps

    1. Connect to Share911's FTP server
    2. Upload your data file to your "uploads" directory.
    3. Once processing is complete, find your results in the "downloads" directory.

    For security, your uploaded file will be automatically deleted after it has been processed.

    When processing is complete, a csv file with results will be written to the "downloads" directory.  The name will be the processed file name plus "_output".  For example, if "test.csv" was uploaded, "downloads/test_output.csv" will hold the results.  

    NOTE: Some FTP clients will not refresh their local file cache if the local file name matches the remote file name.  This can cause the results file to appear to not be updating after a new upload if the uploaded file name matches the previously uploaded file.  It is recommended that each uploaded data file have a unique name or that the output file be downloaded and deleted from the SFTP server's "downloads" directory after each attempt.