Once you have checked off and finalized the initial considerations, it's time to set up inbound data syncing with the following step-by-step:
- Import at least (1) record per Object (Company, Person, Activity, or Deal) via our in-app Import Wizard
- Save the Import matching - we recommend naming this something like Company SFTP Import Matching for easy identification for any header changes in the future
- The import technology mirrors how SFTP files are handled, so this is a key step to identifying validation errors
- Once validated, inform MMC of your import matching name and sync schedule preference (daily, weekly, or monthly - once per interval is the only supported timing)
- We will send you a key for each Object type which will need to appear in the file name when it is sent to the inbound SFTP folder. The file must be sent in a CSV format
- Your custom key is between 7-14 characters, within this set (A-Z, a-z, 0-9, _-)
- The file name MUST contain the key. However, it can include additional context before and/or after the key. For example, the following are are all valid file names (key is bolded)
- Each file can be sent to sftp.mapmycustomers.me, where you will use your MMC user credentials to log in. Files can be sent via Terminal or using 3rd party solutions such as WinSCP or FileZilla
- At this point, MMC will verify your set up, and the inbound SFTP process will be set live!
Next, learn more about outbound data with SFTP.