External SFTP

This integration is in beta

The‍
External SFTP
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.
Direction

What direction does the data flow?

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

Source method

How the system connects with Lexer.

Destination method

How Lexer connects with the system.

Status

Is this integration live and working?

Beta

Lexer product compatibility

What Lexer products is the integration compatible with?

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

Is this the right option for you?
This process is used for specific use cases, use the Lexer SFTP integration unless specifically told to use this External SFTP by your Success manager. If you haven’t been asked to use the External SFTP, check out our Lexer SFTP article here.

We’ve built a new SFTP tool to help create more flexible and secure data integration options. Our External SFTP allows you to connect to any SFTP server, enhancing our platform's capability to integrate with a variety of external systems. This universal SFTP connector simplifies data transfers, making it easier than ever to work with different storage solutions without the need for specific SFTP integrations.

The integration we’ll showcase throughout the article as an example is Airship.

Airship

Airship is a comprehensive customer engagement platform that helps businesses connect with their audiences in meaningful ways through targeted digital communication strategies, such as push notifications, emails, and SMS. The platform provides tools for creating, managing, and optimizing campaigns that engage users at the right time with the right message. For seamless data integration, Airship supports data transfers via SFTP, allowing users to securely upload and download files necessary for audience segmentation and personalized messaging. Check out their documentation here

Step 1: Generate your SSH keys

Before you begin the integration process you’ll need to generate an RSA SSH key pair. You can find instructions on how to do this in whichever external platform you have chosen to send data from. Each platform may have different requirements so make sure you check out their documentation before getting started. 

For example, you can check out the details of how to generate SSH keys in Airship here. They will only accept RSA SSH keys as specified in their docs.

Each key can only have 1 purpose so make sure you generate enough keys for your needs. 

For Airship for example, you should generate 3 keys:

  • Static Lists → Adding users to an Airship list
  • Attributes → Adding attributes to airship contacts
  • Named Users → Adding named_user to Airship

Each of these keys will need to be integrated separately. 

Step 2: Integrate each of your SSH keys in the Hub

To integrate your keys, navigate to Manage > Integration

  1. Click on the External SFTP tile.
  2. Click Integrate External SFTP.
  1. Fill in the details of the SFTP. Remember, you will need to do this for each key so make sure the names make sense. The names should relate to the purpose they serve. 
  1. Click Save integration.
  2. Repeat this process for any other external keys that need to be integrated. 

Step 3: Contact Lexer

At this stage you have provided Lexer with your details. Sit tight while we get everything whitelisted and ready to go. Your Success manager will reach out to you when everything is set up. 

Step 4: Test the Connection

Once configured, test the connection to ensure that all settings are correctly configured and that the server can be accessed without issues.

That’s a wrap!

This article covers the way our new External SFTP can streamline the way you integrate with external data sources, offering a secure and efficient method for managing data transfers. By following these steps, you can connect to any SFTP server, expanding your ability to handle data across different platforms and services. If you encounter any issues or have questions, please reach out to our support team for assistance.

Updated:
May 14, 2024
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