SFTP Incoming Integration in Console

Brief Overview

Use the Data Integration Center in the Console to import user data from your SFTP server into WalkMe. Once imported, the data can be used to enrich user profiles, segment content, and personalize the user experience. This integration supports any system that stores files in an SFTP server, making it easy to sync internal business data into WalkMe.

How It Works

How to set up a SFTP incoming integration

1. Navigate to the Data Integrations page in the console

2. Click Create Integration in the top-right corner

3. A modal will open with the option to choose the integration type

4. Click the Data In tile

5. Select SFTP from the Connection type from the dropdown menu

6. Click Continue to Setup

7. You'll be taken to the Create Incoming SFTP Integration page, which includes three steps:

   1. Set Source

   2. System & Schedule

   3. Map Columns

Set Source

1. Enter a descriptive name to help you identify this integration in the Data Integration list

2. Select your SFTP connection. You can use an existing connection or create a new one:

   1. Use an existing connection:

      1. Select a pre-configured SFTP connection from the dropdown

   2. Select Add connection from the Connection dropdown

      1. A new tab will open with the add connection page

      2. Follow the prompts to complete the configuration

      3. Return to this page and select the connection from the dropdown

         Learn more: Connections Page

3. Enter the full file path and file name in your SFTP bucket

   1. This tells WalkMe where to retrieve the data file during import

4. Click Next

System & Schedule

1. Select the WalkMe system the imported data will apply to

2. Choose the relevant environment (Production, QA)

3. Optional: Subscribe to import

   1. Toggle on to enable recurring imports

      1. Choose the import frequency: Daily, Weekly, or Monthly

      2. Set the time of import and time zone

4. Click Next

Map Columns

Define how data from your SFTP file should be imported into WalkMe.

1. Select the column from the file that uniquely identifies each user

   1. For example: email, user_id

2. Choose the unique user identifier property

   1. This is the WalkMe property to map the identifier to

      1. For example: WalkMe EndUser ID

3.  The system will display a list of all available columns in your file

   1. For each column, you can:

      1. Select or deselect the column

      2. Rename the property for clarity

      3. Assign a data type (String, Number, Date)

4. Click Save