Actuals SFTP is an Actuals-hosted SFTP server. You (or your automation) push files to Actuals. This is different from External SFTP, where Actuals pulls from a server you or a vendor own.
A common pattern is to export data on a schedule and upload the files to Actuals SFTP.
Credentials
Ask your implementation consultant for access. Typical connection details:
- Host:
sftp.actuals.io
- Username / password: provided by Actuals
- Port:
22
File format and naming
- Prefer
.csv(ask your consultant before using other formats).
- Clear names help operations, for example:
CustomBackend_orders_2025-01-01.csv - Application / system name
- Dataset / table name
- Period as
YYYY-MM-DD
Large files
For regular large CSVs (rough guideline: ~250 MB uncompressed), prefer compressed formats Actuals can unpack:
.csv.gz,.csv.zst/.csv.zstd,.csv.bz2,.csv.deflate,.csv.raw_deflate
Compression often shrinks files by about 10×.
Folder structure
Create a folder per dataset. Suggested pattern:
[Source application] - [Dataset].Example:
Backend - Orders→Backend_orders_2025-01-01.csv
Backend - Payments→Backend_payments_2025-01-01.csv
Manual upload (FileZilla example)
- Install an SFTP client (for example FileZilla) per your IT policy.
- QuickConnect with host
sftp.actuals.io, your username/password, port22.
- Drag files from Local site to Remote site.
- Confirm under Successful transfers and that files appear remotely.
In the new app
After files land, watch ingestion under Import › Files and map them via Transformation › Setup › Mapping. Credentials for SFTP-based sources still sit under Import › Setup › Credentials when Actuals stores them for connectors; for Actuals-hosted SFTP your team holds the outbound credentials Actuals issued.
Related
- External SFTP server — when Actuals must pull from your host
- Import › Files — ingestion status