Skip to main content
File from SFTP pulls CSV and Excel files from a remote SFTP server, parses their contents, and loads the rows into an Adriel data source. It suits partners and internal systems that already publish scheduled exports to an SFTP endpoint, such as overnight agency performance dumps or daily ERP reconciliation files.

​
Before you connect

The following are required:
  • An SFTP server reachable from Adriel’s egress range, or use of the Adriel-managed endpoint.
  • A dedicated SFTP server user with read access to the upload folder.
  • Adriel’s SSH public key authorized for that user (password authentication is not supported).
  • The server hostname, username, and upload folder path.
  • The file format (CSV or XLSX) and, for CSV, the column delimiter.

​
Connect File from SFTP

1

Select the data source

On the Data Sources page, search for File from SFTP and select it.
2

Enter the connection details

Fill in the connection fields for the SFTP server:
  • User Name (required): the SFTP server username.
  • Upload Folder Name (required): the folder on the SFTP server where files are stored.
  • SFTP Server Host Name (optional): a static host such as 11.22.33.44 or static@domain.com. Leave it empty to use the Adriel-managed endpoint.
3

Configure the data source settings

Fill in the data source settings:
  • Name (required): the data source name shown on the dashboard.
  • File Type (required): select CSV or XLSX.
  • File Name to Filter (optional): part of the file name used to select and stack files into one table. For example, entering Adriel matches every file whose name contains Adriel. Matching is case-sensitive.
  • Alternative Channel Name (optional): an alternative display name for the data source. No icon is provided by default; some names trigger internally stored icons that render next to the name. See the Alternative Channel Name guide for the format that triggers icons.
4

Submit

Click Submit to complete the connection. Initial data availability can take up to one business day.

​
What gets imported

The first row of each file is treated as the header. Numeric columns become metrics and text columns become breakdowns. Every matching file at the top level of the upload folder is concatenated, so all matching files must share the same column structure. Files stored in sub-directories are not read. For the complete field list, see the File from SFTP data reference.

​
Troubleshooting

The SSH key is not authorized for the configured user. Confirm that Adriel’s public key is present in ~/.ssh/authorized_keys on the server and that password-only authentication is not enforced for the account.
The upload folder is listed flat. Confirm that files exist at the top level of the folder rather than in sub-directories, that the file extension matches the configured file type, and that the file name filter, when set, matches the actual filenames.
The configured delimiter does not match the file. Confirm the delimiter setting (comma, semicolon, tab, or a custom character) and that every file in the folder uses the same delimiter and column layout.

File from SFTP data reference

Fields, refresh cadence, and limits for File from SFTP.

File from SFTP FAQs

Common questions and expected behaviors for the File from SFTP data source.

How to connect File from Email

Pull CSV and Excel files delivered as email attachments.

How to connect File from OneDrive

Pull CSV and Excel files from a OneDrive account.