Makeshapes offers SFTP (Secure File Transfer Protocol) integration that automatically delivers reports like your Saved Search results directly to your organization's SFTP server. This gives you a secure and automated way to access your Makeshapes data and integrate it into your internal workflows or data warehousing systems.
Once configured, you can have report files (in XLSX or CSV format) automatically deposited into a designated directory on your SFTP server instead of or in addition to receiving them via email. You can also set up saved searches to go directly to team members' email.
For more information on creating and scheduling saved searches, see our guide: Saved Searches and Email Reports.
What is sftp?
SFTP is a network protocol that provides secure file access, file transfer, and file management over any reliable data stream.
Benefits of sftp integration
Automated data delivery: Schedule reports to be sent to your server automatically, eliminating manual downloads.
Secure transfers: SFTP ensures your data is encrypted during transit.
Workflow integration: Pull report data into your business intelligence tools, databases, or other internal systems.
Centralized data management: Store important Makeshapes reports directly on your own infrastructure.
Note: SFTP integration availability depends on your Makeshapes service plan and configuration.
How to configure sftp integration
Access integration settings: Once configured by your Makeshapes account manager, go to the Integrations tab in your Organization Settings.
Set up SFTP configuration: Find the SFTP Integration section and click Set up integration. You'll need to enter your SFTP server details: SFTP Hostname, Port Number (defaults to 22), Authentication (SSH Key or Username/Password), and Target Directory.
Save configuration
Test connection: After saving, click Test connection. Makeshapes will attempt to connect to your SFTP server with the provided details and may try to write a temporary test file to verify permissions. A "Connection successful" message indicates the setup is correct. If it fails, double-check your details and ensure your firewall isn't blocking connections from Makeshapes.
How to schedule saved searches for sftp delivery
Once your SFTP integration is successfully configured and tested:
Go to Analytics > Saved Searches.
Create a new saved search or edit an existing one.
When setting up the schedule for the report (daily, weekly, etc.), you'll see an option for Delivery Method.
In addition to Email, you can now select SFTP as a delivery method.
When SFTP is selected, Makeshapes will use the globally configured SFTP settings to deliver the report file (XLSX format) to the specified directory on your server according to your schedule. The SFTP server and directory details from the Integrations tab will be displayed for confirmation.