> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/pre-requisites-for-integrations/ftp-sftp.md).

# FTP/SFTP

Before setting up integration, ensure the following details are available:

#### ✅ Server Details

* **Host / Server Name** (e.g., `ftp.example.com`)
* **Port Number**
  * FTP: Default `21`
  * SFTP: Default `22`
* **Protocol Type** (FTP / SFTP)

#### ✅ Authentication Details

* **Username**
* **Password** (for password-based login)

OR

* **Private Key File (.ppk / .pem)** (for key-based authentication)
* **Passphrase** (if applicable)

#### ✅ Access & Permissions

* Read/Write access to directories
* Folder paths for:
  * **Inbound (Import)** files
  * **Outbound (Export)** files
* IP whitelisting (if server is restricted)

#### ✅ File Details

* File format (CSV, XML, JSON, TXT)
* File naming convention
* File structure/schema

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FRDBpUETBAfsNSFTbIWcv%2FFTP.png?alt=media&amp;token=922f10b1-e0b4-4f76-b8a8-7a3c23d80557" alt=""><figcaption></figcaption></figure>

**Why this is needed?**\
On GUMU™ cloud portal, SFTP/FTP is act as a connector or a data source.

Setup SFTP/FTP, which will act as a destination where files exported from Synchronoss, will keep for further processing. Files exported from ERP will be exported to SFTP/FTP. Integration will read the incoming files from directories and will upload the files outgoing files at specified directories.

### Steps to Login SFTP:

***How this is done?***\
1\. Enter the SFTP/FTP URL as shown in the below screenshot and press Enter key.

![SFTP URL](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJS6Q0eZegW7-ulJb3%2F-MLJUUP5aVsSDr0Pyieg%2F23.jpeg?generation=1604514085904436\&alt=media)

&#x20;2\. Enter Username.

![SFTP username](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJS6Q0eZegW7-ulJb3%2F-MLJUUP62kwCaXaSH__m%2F24.jpeg?generation=1604514085881636\&alt=media)

3\. Enter Password.

![SFTP password](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJS6Q0eZegW7-ulJb3%2F-MLJUUP7DGOim9St4FBs%2F25.jpeg?generation=1604514085882492\&alt=media)

4\. Always upload CSV file in upload Folder then click on Upload button.

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MLQo0eYaf97DZThRjmz%2F-MLXD8tV6kbX7rELDWMl%2Fimage.png?alt=media\&token=936dd994-caaf-4183-a4a6-c0448261a382)

***Important Note***\
This is mandatory Setting.

Upload the new import files on SFTP/FTP specified import folder manually.