How To Add An SFTP To Your Organization

How To Add An SFTP To Your Organization

Overview

Webio enables SFTP implementation for your organization. SFTP (Secure File Transfer Protocol) is a file transfer protocol that uses SSH encryption to transfer files between systems securely.
Connecting via SFTP allows you to access API services or retrieve reports. You can use Webio SFTP hooks to combine the power of webhook realtime posts and SFTP file transfers to deliver webhook calls as JSON files to your organisation's Webio SFTP folder for retrieval.  

Once you have set up the SFTP this can be used to retrieve or post files to the site. SFTP hooks can only be used for post requests. Post Requests update your internal systems and are triggered when an event you are subscribed to, happens.

This can be a message being sent or received, a payment being made or a delivery report being received.
sftp.webio.com - this is where you save your API key file and retrieve your files from 
sftphook.webio.com - this is the URL you enter into your organisation screen webhook setup as the URL
To add an SFTP to your Organization you will need to configure first your (1) Webio SFTP and (2) generate your organisation's API key. 

1) SFTP Configuration

Before starting your SFTP configuration process you will need the SSH key and your IP Address(es) you will be connecting from.  

When an SSH key is generated you will get a public and a private key. 

There are tools widely available for generating SSH keys, if you aren't sure how to generate one, best to ask your technical support staff, it will look something like this:

---- BEGIN SSH2 PUBLIC KEY ----

Comment: "rsa-key-20211129"

AAAAB3NzaC1yc2EAAAABJQAAAQEAjGT+5IXNb+b41bfIivv+h2HBWol7trm3oJaO7h1fkG3oMFGkovFQNrtgRt/9zpW8POGM6LrwJNwE1OWnr9e0w8+FkWaT7g86obZ0

u9v5XndZACNW6ul+5oc3CuvMeVl4XslapcYDqKXlTat/oqP2AjnqWwChraMHw4xPCxs2fq1LpHkUUUzXee8ZV7BF9u8pIdweCfrRDp3lDCYStMd1pvZGXSaqcE2N8ZZC

2Sbf9BQz6WhN/duF/7Jx2WacjmCCvvLnFDI2n0/i7wpftfvU74fy9DmfScvtVM6sxrjVGWE/npor3hcheemZcJyedmGQ/X4uu0mwGMX83WcSYxMSTQ==

---- END SSH2 PUBLIC KEY ----

To set up an SFTP connection for your Organization:

  1. From the integration panel scroll down to the SFTP section
  2. Click 'Update SFTP'.                                                                                                                                                                                                                                          
  3. Enter the SSH key and the IP Address you will be connecting from. You can add multiple IP Addresses by using the '+' button.
  4. Click 'Create SFTP'. 

You should be able to see your username under SFTP Settings now and be able to login into the application using your username and the private key you generated. 

You can now use an SFTP client to transfer and retrieve data from your Webio organization via SFTP. Once updated you will be able to transfer data to the SFTP for us to retrieve and log in and retrieve data from the SFTP.

Our SFTP address is sftp.webio.com and for Sandbox it's sandsftp.webio.com

2) Generate An Api Key

Check Generating your API key (webio.com) to learn how to generate an API key.

3) Create A SFTP Webhook

Once your SFTP configuration is done and you have generated the API key:
  1. Save your API key as a text file called apikey.txt and transfer this to your sftp.webio.com folder.  It may take c. 10 minutes for the key to be processed.  If you need to update your key, place a your new file there and that will replace the old key.
Your webhooks will now post to your folder, as a JSON file, at sftp.webio.com/ for you to retrieve.

    • Related Articles

    • Setup Your Organization

      Overview From the left-hand side navigation panel click Settings then Organizations to access the Organizations screen. From here you can control the settings of the Organization you are logged in and all its sub-Orgs. When you create a new or access ...

    • SFTP Hooks

      You can now use Webio SFTP hooks to combine the power of webhook realtime posts and SFTP file transfers to deliver webhook calls as JSON files to your organisation's Webio SFTP folder for retrieval. You will need to configure your Webio SFTP and ...

    • How To Setup A Webhook

      Overview A webhook is a way for one application to provide other applications with real-time information. It allows for a server-side application to send a message to another application when a specific event occurs, without the need for the ...

    • How To Add Custom Fields

      Overview 1) When configuring a new Bot, you have to choose, in the "Sent To" field, the Fieldname from your Campaign Template File where your customers' numbers or channel identifier are stored, so the Bot knows where the communication needs to be ...

    • Howto Setup SFTP to Webio

      SFTP is a secure method of transferring data.  Connecting via SFTP allows you to access API services as detailed in our Swagger document, or retrieve reports.  If you want to connect to Webio using SFTP then you can configure an SFTP connection for ...