SFTP in Test Environments
  • 16 Feb 2026
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SFTP in Test Environments

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Article summary

Testing imports and exports from SFTP

To test imports and exports from SFTP in test environments, use the /test folder and subfolders to test an upload from the SFTP site into a test environment. The subfolders in /test should mirror the folders used in your production database. For example, if your Common Application files are loaded into /incoming/commonapp in production, they should be loaded into /test/incoming/commonapp in test.

A subfolder for /test/outgoing is created automatically when a scheduled export is manually run from a test environment. A subfolder for /test/incoming is created automatically when a source format includes this subfolder path as an Import Path/Mask. Otherwise, the folder can be created manually.

đź”” Important!

It is not possible to connect directly to a test environment via SFTP. Instead, connect to your production environment and deposit files into the /test folder. It might be necessary to create that folder (and any subfolders) if it doesn't exist.

Running file pickup and import manually

Because test environments do not perform scheduled file pickups or imports, when files are dropped off into the /test/incoming folder or one of its subfolders, you must take the following steps in your test environment. For more information on configuring automated imports from SFTP, review Scheduling Imports from SFTP.

  1. Select Database from the main navigation.

  2. Under the heading “Import and Data Processing”, click Force Process Pickup.

  3. Slate will manually pick up any files from the /test/incoming directory that match the Import Path / Mask of an active Source Format.

  4. Once you see the screen say “OK”, the pickup process has run completely.

  5. Navigate back to the Database view and under the heading “Import and Data Processing”, click Force Process Import.

  6. Slate will attempt to import the files to the appropriate Source Format.

Note

The following is not an error message:

The IP address is allowed on the firewall, but there have been no connection attempts in the past 24 hours.

The IP address used in the validation tool has not yet been used to connect through an SFTP client. Try connecting through the SFTP client first, then utilizing the connection validation tool to help troubleshoot any issues.

Further Reading


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