Add an SFTP Connection

IntelliBoard Pro allows you to create a SFTP Connection to import data automatically from another system. Only your administrator has access to add an SFTP Connection. Contact your administrator for more information.

To add an SFTP Connection:
At least one SFTP location must be set up prior to the InForm import

In your IntelliBoard Pro account, click your avatar in the top right hand corner.
Select “Manage Connections.”
The “Connections” Page will open. Click the “SFTP” button next to “Processing History” in the top right corner of the connections list.
Click “Add Connection” button in the top right hand corner.
Fill out the SFTP form and click “Save.”

Direct link to “SFTP” create form here.

Adding an SFTP Connection.mp4

SFTP Form

Frequently Asked Questions:

Why don't I have the SFTP button in my connections?

If you don’t see the SFTP button in your connections page, you do not have the permissions necessary to create this connection. Contact you IntelliBoard administrator for more information.

What is SFTP?

SFTP, or Secure File Transfer Protocol, is a network protocol that provides a secure way to transfer files between computers over a network, typically the internet. It encrypts both the commands and data being transferred, ensuring that sensitive information remains confidential during transmission.