> 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="/files/oJ5eYzgHmMd4RbKmnQk8" 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](/files/-MLJUUP5aVsSDr0Pyieg)

&#x20;2\. Enter Username.

![SFTP username](/files/-MLJUUP62kwCaXaSH__m)

3\. Enter Password.

![SFTP password](/files/-MLJUUP7DGOim9St4FBs)

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

![](/files/-MLXD8tV6kbX7rELDWMl)

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

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.greytrix.com/pre-requisites-for-integrations/ftp-sftp.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
