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ETL & Reverse ETL
Knowledge Base

Creating an API-Managed Salesforce to SFTP Workflow

Use Integrate.io’s low-code data pipelines to export Salesforce data to an SFTP server, securely, on a schedule or via API. This solution supports robust Salesforce SFTP integration and provides end-to-end API management for automated workflows.

Prerequisites

  • Integrate.io account with permissions to create connections, pipelines, and API keys.

  • Salesforce user with API access (recommended: a dedicated Integration User).

  • SFTP server reachable from Integrate.io egress IPs, with:

    • SSH public key authentication (recommended)

    • Optional PGP public key for file encryption

  • (Optional) Secrets vault/manager for credential rotation.

Create secure connections

Salesforce Connection

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  • Click the Connections icon (lightning bolt) on the top-left menu.

  • Click "New Connection," then choose "Salesforce."

  • Select the Salesforce environment, production or sandbox, and click authorize.

  • In the Salesforce login window, sign in with your Salesforce account.

  • Note (sandbox user name): Use your user name with a dot and the sandbox account name as a suffix.
    Example: if your user name is danielle@ilovemycompany.com and your sandbox name is test, the sandbox user name is danielle@ilovemycompany.com.test.

  • On the next page, click Allow to grant Integrate.io ETL access to Salesforce on your behalf.

  • In the new Salesforce connection window, name the connection and click Create Salesforce Connection.

SFTP connection

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  • Click the Connections icon (lightning bolt) on the top-left menu.

  • Click New connection and choose Secure File Transfer Protocol (SFTP) (thumbnail image).

  • In the new SFTP connection window, name the connection and enter the following:

    • Access type: For a direct connection, create firewall rules to allow Integrate.io ETL access from the relevant IPs in this list. You can also follow the directions here to allow Integrate.io ETL access through an SSH tunnel or reverse SSH tunnel.

    • Hostname: The host name of the SFTP server.

    • Authentication Method: Select password or public key authentication.

      • If key-based authentication is selected, copy your account’s public key from Settings -> Account Settings -> Profile and add it to the SFTP user’s authorized keys.

    • User Name: The user name to use when connecting to the SFTP server.

    • Password: The password to use when connecting with password authentication. Password cannot contain the character @.

    • Port: The TCP port of the SFTP server

  • Click Test connection. If the credentials are correct, a message confirms the connection test was successful.

  • Click Create SFTP connection.

The connection is created and appears in the connections list.

See Also