If you're looking for a way to integrate with SFTP so Cleary can import a CSV file with users data the most recommeded way is actually using Cleary's SFTP and you can follow instructions on Automate Employee Sync via SFTP
However, there are cases that our customers require that their own SFTP server must be used and Cleary need to pull the csv file from it. We can do it and will describe below step by step to set it up. Be aware though that this method is not recommended because it is less secure. That said, follow the instructions to integrate with your own SFTP server.
Step 1 - Create credentials in your server for Cleary usage
For this, you have 2 options, pick 1:
- User + Password
- Create a cleary user along with password as you'd normally do for anyone that you want to give access to your SFTP server
- User + SSH Key
- Create a cleary user also, but now install this public ssh key so we can use our private key to access it
ssh-rsa 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 ramon@ramon-Vostro-5490
- Create a cleary user also, but now install this public ssh key so we can use our private key to access it
Step 2 - Gather information and share with your Cleary implementation engineer
Cleary will need the following information from you:
- Host. E.g. 'sftp.gocleary.com'
- User (from step 1). E.g. 'cleary'
- Password (if that's the option you picked from step 1).
- Directory (the path to the folder where we'll need to pull the file from, it can be '/'). E.g. '/home/cleary/outbound'
Once you have all the above information, paste it all in a text file and share it securely with the Cleary implementation engineer.
We recommend using https://onetimesecret.com/ if there's password information on it.
Step 3 - Set up some way to push files into your SFTP server frequently
If you need to understand the file format and fields read the first sections of Automate Employee Sync via SFTP then make sure you push the files to the directory from the step 2.
All set!