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How-To: Use a SFTP Manager to Find File Name and Attributes When Creating a New List

This how-to shows some key information findable in a SFTP manager that helps streamline the new list creation process.

Before You Start

Warning: Do not open or view SFTP files to identify missing headers.

If headers are not present or appear incorrect, immediately escalate or reach out to the responsible team for clarification.

Unauthorized viewing or manual inspection of file contents may violate data handling policies.

  1. Ensure you have a SFTP manager.

    1. Filezilla is free and can be downloaded here.

  2. Ensure you have the appropriate SFTP credentials for your client

    1. These are typically stored in your team’s 1Password vault.

Logging In To The SFTP Manager

  1. Login to your client’s SFTP folder.

    Screen Shot 2021-04-20 at 9.32.54 AM.png

    1. The host is always sftp.alliplatform.com.

    2. The port is always 22.

Finding Your File’s Attributes

  1. Login to your client’s SFTP folder.

  2. You can find the headers of the file from the file you will import or from a header file if they provided one in your SFTP manager.

  3. Navigate to the file to import or the header file, right-click, and click view/edit to preview the file

    Screen Shot 2021-04-19 at 5.00.07 PM.png


  4. You should see a text box appear previewing your file that you can then reference when creating your attributes.

    Screen Shot 2021-04-19 at 5.00.17 PM.png

Copying Your File’s Name When Specifying the File to Import in Audiences

  1. Right-click on the file to import and click 'Copy URL(s) to clipboard'

    Screen Shot 2021-04-19 at 4.44.42 PM.png


  2. Paste this URL into the File Name field

    Screen Shot 2021-04-19 at 4.47.08 PM.png


  3. Delete everything before “writeable”.

    Screen Shot 2021-04-19 at 4.47.16 PM.png


Between previewing headers and copying the exact file name, you should have all the information you need to create a new list from a SFTP.