Page tree
Skip to end of metadata
Go to start of metadata

New Name: Marketing Cloud Personalization

Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.

Send and receive data from an automated platform, safely and securely. Create new SFTP user accounts as needed with just a few clicks, then add credentials to your FTP client to begin transferring files through the Interaction Studio ETL system.

SFTP files will be deleted after 60 days from the date of upload.

This Article Explains

This article details how to create a new SFTP user.

Sections in this Article

Create an SFTP User

  1. Log into Interaction Studio as an administrator
  2. From the left navigation menu, select Security > Manage SFTP Configuration
  3. On the SFTP Users tab, click click Create SFTP User
  4. Enter or select the SFTP Credentials:
    1. Label - add a label to identify the account. This is not shown anywhere but on the Manage SFTP Configuration screen
    2. Dataset - select the dataset that this account can access

      You can only select one dataset per user. If you access SFTP from more than one dataset in the same account, you must create multiple users. For example, you may want to set up SFTP access for your development environment, but will also need SFTP access for your production environment.

  5. Once the username and password has been created, you have the opportunity to Download SFTP Credentials. This is the only time you will be able to do that. If you do not save the username and password and need to access it, you will have to create a new SFTP user account
    1. Click show to view the masked password so you can copy it and the username to a secure location or add to your SFTP client
    2. Click Download CSV File to download a CSV file containing the URL, username, and password for the account
  6. Click Close once you have copied and/or downloaded the username and password
  7. The URL endpoint for the dataset is listed at the top of the Manage SFTP Users screen in the SFTP Login URL field
  8. Copy the following to your FTP client:
    1. Username
    2. Password
    3. SFTP Login URL (sometimes referred to as the "host")
  9. To delete an SFTP account, click DELETE

Locate SFTP Files

For more information, please see Setup and Deploy ETL Feeds in this knowledge base.

SFTP files will be deleted after 60 days from the date of upload.

Additionally, you must have the following IP addresses open:

  • port 22
  • port 22
  • port 22
  1. Log into Interaction Studio as an administrator
  2. From the left navigation menu, select Feeds > SFTP Files
  3. The Feed Files screen will open on a new tab
  4. Uploaded files will appear in the following folders, listed in alphabetical not chronological order
    1. Failed - the file failed to load due to any error in the system (e.g. missing headers, incorrect file type)
    2. Inbound - this folder is the first destination for FTP files
    3. Outbound - this folder is where we put things to export
    4. Processed - the file has been imported
    5. Processing - the file is in the middle of importing which can take a variable amount of time based on the size of the file
    6. Testing - the file is ready for review and testing to determine whether changes are valid before you commit those changes