Best Practices: Successful SFTP Connection

Modified on Thu, 26 Feb at 2:15 PM

Using SFTP has many advantages when it comes to security and efficiency for updating records. Successfully connect to our SFTP server by configuring your FTP settings before uploading files.


Whitelist IP Address

IP addresses can be static or dynamic. The difference between the two is that dynamic IP addresses constantly change. If your IP address is dynamic, IP address ranges must be whitelisted to ensure a successful connection to the SFTP server.


        If you are unsure of your IP address, click here to get this information.


Provide all potential Public IP addresses that will connect to the SFTP server to your CI Solutions project manager.


        Only provide Public IP addresses (e.g., CIDR or IP range).


        Even after a successful connection, contact us if you have additional public IP addresses to whitelist by submitting a ticket here.



SFTP Client Settings

Configure your WinSCP or FileZilla settings to ensure a successful upload into the SFTP server.


WinSCP


1. Open WinSCP > Click Advanced




2. On the left-hand menu, click Connection




3. Uncheck "Optimize connection buffer size"




4. Increase the "Server response timeout" to 360 seconds




5. Click SAVE




6. Disable .filepart extension 


  • File transfer should successfully complete.



FileZilla


1. Open FileZilla > Click Edit



2. Select Settings from the drop-down menu



3. Increase Timeout in seconds to 0 and select OK 



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