How to use Alli Cloud Storage in an Alli Data datasource

Overview

Instructions

This assumes you have already created a new SFTP. If not, follow How-to set up a new Alli SFTP

1. When you create a report it should provide you an SFTP option and will make you fill out some items

2. Set up the SFTP in the platform you are building it for 

   1. When you create a report, it should provide you an SFTP option and will make you fill out some items:

      

3. Server: sftp.alliplatform.com

4. Port: 22

5. Path: /writeable/

6. User Name: Whatever username you created in Step 1 

7. Password: Whatever password you created in Step 1 

8. Test the credentials and save 

9. Create Datasource in Alli

   1. You will need to wait for the file to come through in the SFTP to see what the columns are and what the file name is

      1. You should be able to log into FileZilla and retrieve this or reach out to Alli Support team

   2. Use the “FTP/SFTP” data source type

   3. Click on SFTP checkbox

   4. Host: sftp.alliplatform.com

   5. SFTP Username: The username you created in Step 1

   6. Password: the password which alli SFTP generated and you saved from previous steps (Otherwise you will have to create new SFTP user)

   7. File Name: the file name that comes through in the SFTP 

      1. Example File Name: BRANDNAME_Monitored Ads by Date_Past 30 Days-20211109.csv

      2. The appended info will change each day so you can try inputting ‘BRANDNAME_[^.]+.csv’ as the file name in the datasource to automatically ingest the latest file

   8. Define your data based on the file that came through the SFTP 

   9. Load and you are done!

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