To set up SFTP (Secure File Transfer Protocol) in Salesforce Marketing Cloud (SFMC)

To set up SFTP (Secure File Transfer Protocol) in Salesforce Marketing Cloud (SFMC), you’ll need to follow these steps.

SFTP is used in Marketing Cloud to upload, manage, and import data files.

Step-by-Step Guide to Setting Up SFTP in Salesforce Marketing Cloud:

1. Obtain SFTP Details from Salesforce

• SFTP Hostname: Provided by Salesforce (e.g., ftp.s7.exacttarget.com).
• SFTP Port: Typically 22 for secure FTP.
• Username & Password: Generated in your Salesforce Marketing Cloud account under the SFTP user management section.

2. Generate or Request SFTP Credentials

• Admin Access Required: You need to have an admin role in SFMC to manage SFTP users and settings.
• Go to Marketing Cloud Setup:
• Click on your user name (top right corner), then select Setup.
• In the Setup page, navigate to Data Management > FTP Accounts.
• You’ll find the credentials, or you can create a new FTP account if needed.

3. Create or Use an Existing SFTP Account

• You can create additional SFTP users if necessary:
• Go to Setup > Users > SFTP Users.
• Click Create and fill out the required information (e.g., username, directory, etc.).
• You’ll also get a directory where files can be uploaded.

4. Test the Connection

• Use an SFTP client like FileZilla, Cyberduck, or any other tool to test the connection:
• Host: ftp.s7.exacttarget.com (or the hostname provided by Salesforce).
• Port: 22.
• Username: The one provided by Salesforce Marketing Cloud.
• Password: Generated during account setup.
• After logging in, you can upload files manually to test if the connection works.

5. Use Data Import Wizard

1. You can manually import files into a Data Extension if automation isn’t essential:

• Go to Contact Builder > Data Extensions.
• Select the Data Extension you want to import data into.
• Click Import, and manually select the file from your SFTP or local computer.