Add an SFTP Connection

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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

  1. In your IntelliBoard Pro account, click your avatar in the top right hand corner.

  2. Select “Manage Connections.”

  3. The “Connections” Page will open. Click the “SFTP” buttonScreenshot 2024-03-19 165338.png next to “Processing History” in the top right corner of the connections list.

  4. Click “Add Connection” button Screenshot 2024-03-19 165246.png in the top right hand corner.

  5. Fill out the SFTP form and click “Save.”

Direct link to “SFTP” create form here.

Adding an SFTP Connection.mp4

SFTP Form

SFTP Connection Form.png

Frequently Asked Questions:

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.

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.