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How to connect FTP/SFTP with Sys2k

Connect FTP/SFTP to Sys2k with LeadsBridge

FTP/SFTP » Sys2k

In this article, you'll learn how to set up the bridge and connect FTP/SFTP to Sys2k using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose FTP/SFTP as the source for your bridge
  4. Choose Sys2k as the destination
  5. Click on the Next button

Step 2: Setup your FTP/SFTP source

  1. Type in the name you'd like to call your integration
  2. Enter Domain, Consumer secret, Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Private Key, Charset, File's extension (eg. txt), Fields Separator Char, Headers row number (default 0) and Destination filename pattern to connect your FTP/SFTP with LeadsBridge
  3. Some FTP/SFTP details such as host name, username and password are required for accessing your files on the server by using an FTP client. The FTP details will comprise a server address (similar to ftp.yourdomain.com), a username and a password.

    In case that you don't have, or you don't know, those details, you should contact your web hosting provider, and they will be able to give you this information.

    Usually, web hosting services provide you these details after you sign up for a web hosting package. In most cases you’ll receive your FTP/SFTP information details in the welcome email sent from your web host provider after signing up to their services.

    Below you can find a short description for each field from the FTP/SFTP integration:

    • Use SFTP This toggle will allow you to use the Secure mode (SFTP), if your FTP server implements it
    • FTP Host This is the hosting server name
    • FTP Port This is the server port, the default port for FTP is 21, and for SFTP is 22
    • FTP Username/Password Your FTP credentials, usually they're the same as your cPanel login details
    • Root Directory This is the folder in your FTP service where you would read files from or put files to. If any provided, the root dir will be used
    • Headers row number This is the row index (0 based) in which the file headers are located
    • Charset This is the charset encoding of your input files
    • File's extension This is the extensions that will be used to filter files in case you use your integration as a Source
    • Fields Separator Char The char used as separator in the CSV file
    • Destination filename pattern This value will be used to define the name of the output file in case the integration is used as Destination. You may use Date and Time patterns chars such as Y/m/d H:i:s. Notice that you should type the pattern inside square brackets, for instance [Ymd]
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Sys2k destination

  1. Type in the integration's name in the dedicated field
  2. Enter CRM Import Email where you want to send your leads
  3. For more information, please check this link:( OPEN LINK)
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Sys2k.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Sys2k fields available
  • Match the information you wish to pass along from FTP/SFTP
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from FTP/SFTP to Sys2k with LeadsBridge, do not hesitate to contact our Support!