Where do I put my SFTP files in Marketing Cloud?
Marketing Cloud automatically creates Import, Export, and Reports folders in your SFTP folder. Don’t delete these folders! Trust us, they’re important. Your data sources may use other external FTP or SFTP locations—so be sure to connect those to Marketing Cloud too!
What is a file transfer activity in Automation Studio?
A file transfer activity is a two-step process in Automation Studio that 1) transfers the file to the safehouse (more on that in a minute) and 2) decrypts or unzips the file to prep for import. The safehouse is where Marketing Cloud stores decrypted or unzipped files for a short period of time.
How to move files in Salesforce Marketing Cloud?
Create an import activity in Automation Studio. A File Transfer Protocol (FTP) is a standard protocol for securely moving files between environments. Before you can officially move into Marketing Cloud and begin creating imports, you need to set up any FTP accounts that you’ll be using.
How do I import data into Marketing Cloud?
There are three ways to get data into Marketing Cloud. Let’s take a closer look. You can import any data type into Marketing Cloud manually by navigating to the data extension and clicking on the Records tab. From there, click Import. Follow the instructions on the screen to import your data into the data extension.
What to do with Marketing Cloud enhanced FTP?
The Marketing Cloud Enhanced FTP is used as storage to import and export files out of Salesforce Marketing Cloud. You can access the the FTP credential information and change password under the Setup section on the upper-right hand corner: Go into Data Management and FTP Accounts: From here you can Add an FTP user in the upper-right hand corner:
How to setup FTP in Salesforce Marketing Cloud?
In Step 1: Select Salesforce Marketing Cloud data extension to import data from and copy the value in the FTP file name field. Return to the File Drop Setup pop-up window in Salesforce Marketing Cloud and paste the FTP file name in the field under Use Filename Pattern > Begins with. Remove the date and time variables at the end of this string.
How to create FTP accounts in Marketing Cloud?
You can create FTP locations in Marketing cloud under Setup > Data Management > FTP Accounts. You can use this guide to set it up. Review the Summary page and click Finish. Now the File Transfer Activity is created. You can use this in the Automation Studio. Loading…
Can a FTP be used as a file location?
You can, of course, create their own folders in the FTP, but that doesn’t mean they can’t take a peek at each others folders and files. A workaround is to use an external SFTP as a file location. This will allow you to add multiple folders and accounts to a signle BU.
How to export data from Salesforce to FTP?
Export Data from Salesforce to FTP. Skyvia is a perfect tool to export Salesforce Contacts, Leads, Opportunities, Attachments, Accounts, custom objects, etc. to FTP. Automate your data export operation and get rid of redundant manual work! Skyvia supports zip and gzip compression of result CSV files, allowing you to save storage space.