SFTP + Konnectify

Learn how to integrate and use SFTP with Konnectify to automate secure file transfers, directory management, and data processing workflows across your systems.

What is SFTP?

SFTP (Secure File Transfer Protocol) is a secure network protocol used to transfer files over SSH (Secure Shell). It provides encrypted file transfer, directory access, and file management capabilities between systems.

SFTP is commonly used for secure data exchange, automated file uploads and downloads, backup processes, system integrations, and batch data transfers between servers.

Why integrate SFTP via Konnectify?

By integrating SFTP with Konnectify, you can automate file-based workflows without writing code.

Konnectify allows SFTP to connect with your CRM, ERP, databases, cloud storage platforms, analytics tools, and internal systems so that files, folders, and data updates flow automatically between systems.

This ensures secure data handling, reduces manual file operations, improves processing speed, and maintains consistency across connected applications.

What You Can Do with SFTP in Konnectify?

When SFTP is connected to Konnectify, you can build powerful automations such as:

• Automatically monitor folders for new or updated files
• Automatically upload generated reports, invoices, or exports to an SFTP server
• Download files from SFTP and process them in other systems
• Convert CSV files from SFTP into structured JSON for further processing
• Move or rename files after processing to maintain clean directories
• Delete processed files automatically to avoid duplication
• Create or remove folders based on workflow logic
• Sync file data between SFTP and cloud storage platforms

These automations help reduce manual file handling, improve operational efficiency, and ensure secure and reliable data exchange.

Konnectify connects to SFTP servers using secure SSH-based authentication.

• List files and directories
• Upload files to specific paths
• Download files from server
• Rename files within directories
• Move files across folders
• Delete files and folders
• Create new directories
• Read file metadata
• Convert CSV file content into JSON format

SFTP supports secure authentication using:

• Username and Password
• SSH Private Key authentication

Ensure your server allows SFTP access and that credentials have required read/write permissions.

• Ensure correct host, port, and credentials are configured
• Verify folder paths before using file actions
• Ensure proper read/write permissions on directories
• Large files may impact execution time
• Moving or deleting files is irreversible unless backed up

For detailed API references, parameters, and examples, refer to the official SFTP documentation.

Before creating the workflow, ensure you have:

• A valid SFTP server
• Hostname or IP address
• Port number (default: 22)
• Username and Password or SSH Private Key
• Required directory access permissions
• Access to the Konnectify platform
• Permission to create/manage connections in Konnectify

Step 1: Connect SFTP in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select SFTP
4. Enter:
   • Connection Name (e.g., my sftp connection – This name is for reference only and helps distinguish between multiple SFTP connections within Konnectify)
   • Host
   • Port
   • Username
   • Password or SSH Private Key
   • Default Directory Path (if required)
5. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: SFTP, Webhook, CRM, or any other app)
3. Select the required trigger event (for example: New Updated File)
4. Choose the SFTP connection you created and click Continue

Step 3: Add and Configure SFTP Action

1. Click Action
2. Select SFTP
3. Choose an action (for example: Upload A File)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • File Path
   • Destination Path
   • File Name
   • Content Type
   • Encoding Format

Step 4: Value Mapping and Workflow Testing

1. Map dynamic fields from the trigger output
2. Use static values only when required
3. Run the workflow using sample data
4. Verify execution status and file updates on the SFTP server

Step 5: Activate Konnector

Once testing is successful:

1. Save the Konnector
2. Turn the workflow ON
3. Perform a real-time test
4. Confirm that the file or folder changes reflect correctly on the SFTP server

Automatically Process New Files

Trigger: New Updated File • Action: Read CSV To JSON / Upload A File / Move A File

Use case: Automatically process incoming files dropped into an SFTP folder.

• Eliminates manual monitoring
• Speeds up data processing
• Reduces operational errors

Upload Reports to SFTP Automatically

Trigger: Report generated in another app • Action: Upload A File

Use case: Automatically upload invoices, exports, or analytics reports to SFTP.

• Secure file delivery
• No manual upload effort
• Reliable scheduled distribution

Archive Processed Files

Trigger: File processed successfully • Action: Move A File

Use case: Move processed files into an archive folder to avoid duplication.

• Clean directory structure
• Prevents reprocessing
• Better file management

Sync Data Between Systems

Trigger: New Updated File • Action: Read CSV To JSON → Create or Update record in another app

Use case: Sync batch data from SFTP into CRM, ERP, or databases.

• Automated data sync
• Improved data consistency
• Reduced manual data entry

Clean Up Old Files Automatically

Trigger: Scheduled workflow • Action: Delete File / Delete A Folder

Use case: Automatically remove old files to free up storage space.

• Optimized storage usage
• Reduced clutter
• Better server performance

Ready to automate your SFTP workflows?

Connect SFTP with 100+ apps in minutes. No code required.