In the top-right of the screen, select Create Connection.
Give the connection a name.
Select the data type using the dropdown.
Use the dropdown to select SFTP for the method, then under methodology select Push to Impact.
Select Create new credentials:
- Display Name
Give the credentials a name.
- Public Key
Provide an RSA public key used for account authentication. It should be in either OpenSSH or PKCS 8 format.
- Password
Generates a secure password for you to access the impact.com file server.
Select Save.
On the Credentials Provisioned modal, make sure to copy and save your FTP credentials somewhere safe, like a password manager — they will not be shown again.
At the bottom of the Setup screen, select Next.
On the Additional Setup screen, enter in your FTP username and password for this connection (i.e., the credentials you just created), then select Next.
On the Confirmation screen, take note of the URI — this is the FTP address you will connect to in order to initiate a batch job.
In the top-right of the screen, select Create Connection.
Give the connection a name.
Select the data type using the dropdown.
Use the dropdown to select SFTP for the method, then under methodology select Pull From Third Party.
Under Folder, enter the absolute directory path that contains the file, e.g.:
/home/AcmeAdvertiser/ReversalsUnder File Pattern, enter either the exact file name, e.g.:
Conversions_2022_01_01.csvAlternatively, enter a wildcard pattern matching the filename, e.g.:
Conversions_202?_*.csv
Select Create new credentials:
- Display Name:
Give the credentials a display name.
- [Delete Files?]:
Yes — once the file is pulled, impact.com will delete it from the FTP server.- No [Recommended] — once the file is pulled, impact.com will leave the file as is.
- Result Folder:
[Optional] Provide an absolute file path where impact.com should upload results and receipt files. Leave blank to opt-out of receiving these files.
- Host:
Provide the IP Address of the FTP server that impact.com will connect to.
- Username:
Provide the username that impact.com will use to connect to the FTP server.
- Port:
Provide the TCP port for the connection to listen on — usually 22.
- [Authentication]:
- Password — Provide a secure password for impact.com to access your SFTP server.
- Public Key — Generates an RSA public key for impact.com to use for account authentication.
Confirm that all information entered for your connection is correct and select Save.
At the bottom of the Setup screen, select Next.
On the Additional Setup screen, enter in your SFTP username and password provisioned for impact.com, then select Next.
On the Confirmation screen, select Done.