2. Actuals SFTP server

A common method sharing data with Actuals on a regular basis is to export data from your system into a file and uploading it to the Actuals SFTP server. (Secure File Transfer Protocol) serves as a reliable method for exchanging files between different systems. You can inquire about the feasibility of this exchange method with your internal IT department. Most departments possess the capability to create a script that creates automated exports and uploads them to the Actuals SFTP server.
To gain access to the Actuals SFTP server, please reach out to your implementation consultant, who will provide you with the necessary SFTP credentials.

Connecting to the SFTP server

Upon receiving the username and password from your Actuals implementation consultant, you will use these parameters to establish a connection to the SFTP server:
  • Server/Host: sftp.actuals.io
  • Username: Provided by your implementation consultant
  • Password: Provided by your implementation consultant
  • Port: 22

Best practices

File format

When uploading files to the Actuals SFTP server, ensure that they are in the ‘.csv’ file format. If you require sharing files in a different format, please consult your implementation consultant for available options.
If you are able to determine the file names of the files shared with our platform we have some best practices:
  • Include the application from which the file was created (for example “CustomBackend”)
  • Include the type/table of the export (for example: “orders”)
  • Include the period of export date format ‘YYYY-MM-DD’A example clear file name would be “CustomBackend_orders_202X-01-01.csv”

Folder structure

Inside a SFTP server it is possible to create a folder structure. It might be useful so create separate folders for each period, each dataset, test/production datasets or each application. Please reach out to your implementation consultant to discuss the desired folder structure.

Manually interating with the Actuals SFTP server

It’s possibly to manually interact with the Actuals SFTP server. This requires installing “FTP file explorer” software. An example is “FileZilla”. If you want to manually interact with the Actuals SFTP server we suggest that you contact your internal IT department.