To enable data to be delivered from the Cohort Go platform in an automated manner, SFTP access can be configured for delivering files automatically from Cohort Go for collection by your internal systems.
Within your Cohort Go account, visit 'Settings' -> 'SFTP Keys'. Click 'New SFTP Key', and provide a label for the key, the public key information, and the IP addresses that you'll be connecting from. Please note it will take up to 15 minutes to apply IP whitelisting changes.
Data is generated to be placed on the SFTP server through the use of rules and generated document templates. To create a new rule, visit 'Settings' -> 'New Rule'. Select the event you'd like to have trigger the creation of a document for upload, and select 'Publish to SFTP' as the action to perform. You'll need to select a document template, created via 'Settings' -> 'Generated Document Templates'. Also provide a file name you'd like to generate (noting that expansion variables like {{variable}} can be used in this name).
On the SFTP keys page, you'll see a banner telling you the SSH host to connect to - it will look like [email protected]. Ensure that your public key is available in your ~/.ssh directory or is loaded into your local ssh-agent with ssh-add.
Once connected to the SFTP server, you'll see an IN/ and OUT/ directory. Download file sfrom the IN/ directory, and upload them from the OUT/ directory (see our guide on sending files by SFTP for more information about this).