KNOWLEDGE BASE
Glossary
Login
Contents
x
Getting Started
Guides
Applications
Branding
Database Maintenance
Decisions
Deliver
Events & Interviews
Fields and Prompts
Forms
Giving
Importing & Exporting
Inbox
Liquid Markup
Payments
Portals
Queries
Reader and Workflows
Records
Reports & Analytics
Rules & Automation
Security & Privacy
Slate AI
Slate.org
Users & Permissions
Summit
Powered by
SFTP
7 Articles
in this category
Share
Print
Share
Dark
Light
Contents
SFTP
7 Articles
in this category
Share
Dark
Light
Provisioning SFTP User Access
Security Best Practices Service Accounts For integration with other systems, we recommend creating a separate user for each system with a User Type of Service Account . In most cases, service accounts have no additional permissions be...
Updated : 05 Nov 2025
SFTP Explorer
To view SFTP folders and files in Slate: Go to Database → SFTP Explorer , or Connect through a client that supports the SFTP protocol, such as WinSCP or FileZilla . SFTP Explorer SFTP Explorer lets you: create, rename, a...
Updated : 18 Mar 2025
SFTP Connection Validation
SFTP Connection Validation is used to test SFTP connections and assist in troubleshooting connections that use password validation ( Note : the tool cannot be used to validate certificate authentication). Slate runs through a series of tes...
Updated : 17 Nov 2023
Sending Scheduled Exports to a Remote SFTP Server
Slate supports sending a scheduled export to a remote SFTP server. This practice is generally discouraged, as the export process will fail if the remote SFTP server becomes unavailable for any reason, such as a network connectivity or maintena...
Updated : 26 Feb 2025
Troubleshooting SFTP/Remote Connections
When attempting to connect to the Technolutions SFTP, it's important to use the Connection Validation Tool. If your problem persists, confirm the following common issues aren't at play: Changes to User IDs in Slate may take up to 1 hour to...
Updated : 26 Feb 2025
SFTP in Test Environments
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 do...
Updated : 17 Nov 2023
SFTP Technical Details for Network Administrators
File storage There is no size limit for SFTP folder content. SFTP servers are intended for file delivery, not permanent data storage. Files are subject to removal after 30 days. Allow lists For connections initiated by organizations into Technol...
Updated : 02 Jan 2026