Automatic Exports via SFTP

StriveScan's Automatic Uploads feature allows institutions the convenience of sending all of your scans directly to your server or CRM. StriveScan uses SSH or Secure File Transfer Protocol (SFTP) to connect to your destination server and deliver the files. 

Permissions

  • Admin Users must set up Automatic Uploads and manage SFTP credentials
  • Standard Users can view the configuration and Upload History, but may not make changes
  • Limited Users do not have access to Automatic Uploads

Manage SFTP Credentials

Automatic Uploads are managed via StriveScan's website. 

  • From your account: Automatic Uploads > Manage SFTP Credentials
  • Host (required): The IP address or hostname of the SFTP destination server
  • Port (required): Defaults to Port 22, but can be customized to match your server
  • Username (required) (this should not be your regular Slate login)
  • Password
  • SSH Private Key and Passphrase for Private Key (optional): If you choose to authenticate using a key file, upload the key file
  • Upload Directory (optional): If the account credential you provided have access to multiple directories, you can specify the path to your desired destination directory. You must create this folder on your server first, StriveScan cannot create it.  For example:  incoming/strivescan  
  • Email for Error Notifications (optional, but strongly recommended): Designate an email address to be alerted if a connection fails. StriveScan will automatically retry the next evening. 

Technolutions Slate

If you use Slate, we recommend setting up a Service Account dedicated to StriveScan's automatic uploads.

  • In Slate, create a new Data Integration Service Account for StriveScan to use to connect
  • In Slate, create a new directory folder that matches the Upload Directory you specify in StriveScan. Slate advises folders must be created using WinSCP, FileZilla, or other SFTP program (Slate's SFTP Explorer cannot create new folders.).
  • In Slate, add StriveScan's IP address (35.175.60.175) to the Allowed Networks on the Slate Service Account (Slate advises it may take up to 60 minutes for this to go into effect, so you may need to wait until testing your connection).

Allow StriveScan's IP Addresses

If your destination server requires it, add the following IP addresses to your "allowed list" in order to permit StriveScan to connect to your SFTP host:

  • 35.175.60.175

Test Connection

  • After saving your SFTP credentials, we recommend you ensure functionality by pressing the Test Connection button.
  • Then press the Send Test Files to send a sample batch of export files.

Turning It Off

  • To turn off future Automatic Uploads, press the Clear Credentials button. 

File Delivery

  • Every evening at approximately midnight Central time, StriveScan will batch all data from any college fairs or virtual events from the past 24 hours, across all team members.
  • Files are sent in CSV format. 
  • If no new data is present, nothing will be sent.
  • You may receive more than one CSV file:
    • Students (USA): Students from college fairs or virtual events with U.S. addresses or phone numbers.
      • Filename: StriveScan-Scans-Export-USA-YYYYMMDD-HHMMXM.csv
      • With a wildcard: StriveScan-Scans-Export-USA*.csv
    • Students (Global): Students from college fairs or virtual events with addresses or phone numbers from outside of the United States.
      • Filename: StriveScan-Scans-Export-GLOBAL-YYYYMMDD-HHMMXM.csv
      • With a wildcard: StriveScan-Scans-Export-GLOBAL*.csv
    • Parents: Parents from college fairs or virtual events.
      • Filename: StriveScan-Scans-Export-PARENT-YYYYMMDD-HHMMXM.csv
      • With a wildcard: StriveScan-Scans-Export-PARENT*.csv
    • Professionals: High school counselors, IECs, CBO leaders, and other educators from college fairs or virtual events.
      • Filename: StriveScan-Scans-Export-PROFESSIONAL-YYYYMMDD-HHMMXM.csv
      • With a wildcard: StriveScan-Scans-Export-PROFESSIONAL*.csv
    • Visits: If your institution subscribes to StriveScan for Visits, scans from high school visits will be separated from college fairs and virtual events. Students with U.S. phone numbers and addresses will be separate from those with addresses or phone numbers from outside the U.S.
      • Filename: StriveScan-Visit-Scans-Export-USA-YYYYMMDD-HHMMXM.csv
      • Filename: StriveScan-Visit-Scans-Export-GLOBAL-YYYYMMDD-HHMMXM.csv

Potential daily batch of files:

StriveScan Automatic Upload - Daily Batch of Files

Matching to Events in Your CRM - Internal Event ID

To further streamline imports, you can match StriveScan fairs and visits to events in your CRM. StriveScan allows you to add an Internal Event ID to each fair or visit your team scans at. For example, you can add a Slate Event GUID or Salesforce Campaign ID so data from a particular StriveScan event can be automatically matched and mapped to your CRM

Upload History

  • View a log of previous SFTP uploads via the Upload History page.
  • Each row of the history will represent one connection and transfer. 
    • Event Name: List of events where the data was obtained.
    • Records Synced: Total number of rows in the batch (cumulative of all of the Events).
    • Date & Time of the transfer
    • Status: Successful or Failure

Manual Exports

Even with Automatic Exports turned on, Admin and Standard users may continue to use the  Export button in the mobile app or website to manually export. Manual exports are performed by event, so only contain data for a single event.

Watch our StriveScan 201 Training for more details:

StriveScan 201 - Jump to 13:09 - Automatic Uploads

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