Set up external source to import data from FTP/SFTP/S3 server

Updated 

Learn how to set up external sources to import data from FTP, SFTP, and S3 servers to Sprinklr.

Along with excel files from your local devices, Sprinklr also supports automatic data pickup from an external source: FTP, SFTP, and S3 servers. You can set up the external source by entering the details in the platform itself. This will allow a seamless automated transfer of files from your internal FTP/SFTP/S3 source to Sprinklr.

To import data from an external source

  1. Click the New Tab icon. Under the Sprinklr Insights tab, click First Party Data Ingestion within Listen.

  2. On the First Party Data Ingestion window, click Import From Excel in the top right corner.

  3. In the pop-up window, select the excel data file from your computer/device manually and click Open.

  4. In the First Party Data Ingestion window, fill in the Data Ingestion File Name and Data Ingestion File Tag.

  5. For importing your file from an external source, it is mandatory to map your data accordingly. This mapping template will remain standard across subsequent uploads from the same external source. To learn how to map your file, refer to Creating a New Mapping Template using the Map Fields Option.

  6. Wait for mapping to complete. Once the mapping is done, navigate to First Party Data Ingestion window and hover over the Options icon next to the Data Ingestion File and click Setup/Edit External Source.

  7. On the External Source Setup window, fill in the required fields. For more information, see FTP/SFTP Setup or S3

    Setup.

  8. After filling in the required fields, click Save.

Once the external source has been set up, you will receive a success notification in the Sprinklr platform.

Note:

  • The file on which FTP is set up is called external setup while the subsequent uploads from FTP/external sources are called external uploads. Further any other upload done manually is called a manual upload.

  • Files are uploaded from FTP on the basis of the modified time.

  • Files with duplicate names will fail to upload.

  • FTPs hosted on other clouds or sources are supported as long as the credentials are correct.

  • As of now, we do not support files with encrypted data.

  • Sprinklr connects with the FTP every hour for updates.

  • Sprinklr uploads files with only unique names. Files with a duplicate name will fail to upload.

  • The scheduling (weekly, daily, hourly, etc.) of file drop has to be handled at the client's end. The pickup will happen once a file is dropped into the storage folder as it connects once every hour, as mentioned above.

  • You can create your own SFTP folders and establish a connection in the Sprinklr platform to use the SFTP folders.

FTP/SFTP Setup — Fields & Description

Field
Description
Name

Enter the name of the FTP/SFTP server. 

Host
Enter the host of the FTP/SFTP server.
Port

Enter the FTP/SFTP port. The default FTP port is TCP 21.

Path

Enter the FTP/SFTP path. FTP path is a location referenced internally using a URL-style path format.

Username

Enter the username of your FTP/SFTP server.

Password

Enter the password of your FTP/SFTP server.

While filling out the information for FTP/SFTP setup, you might come across the below scenarios –

Incorrect FTP Port
Correct FTP Port
Incorrect FTP Host
Correct FTP Host
Incorrect SFTP Port
Correct SFTP Port
Incorrect SFTP Host
Correct SFTP Host

S3 Setup — Fields & Description

Field
Description
Name
Enter the name of the S3 server.
S3 Access Key
Enter your S3 access key. The S3 access key will look something like this – AMIAIOSFUD7EXAMPLE
S3 Secret Key
Enter your S3 secret key. The S3 secret key will look something like this – wJalrXUtFEMI/K7MDELG/bPxRfiCYEXAMPLEKEY
Bucket

Enter the bucket name of your S3 server. The bucket name is a part of the domain name in the URL.

Path

Enter the location of your S3 bucket.

While filling out the information for S3 setup, you might come across the below scenario –

Incorrect S3 Setup
Correct S3 Setup

Enablement note:

  • Before saving the SFTP configuration, you must add the generated Public Key in the Authorized_Keys file on the server.

  • To learn more about getting the SSH Public Key Authentication feature enabled in your environement, please work with your success manager.