Connect SFTP to Close.io
These companies automate their data pipelines using Integrate.io
About SFTP
A customer favorite for extracting data from files as well as loading data to files. Excel, CSV, JSON, XML, and more supported.
About Close.io
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
SFTP's End Points
Table of Contents
- Connect SFTP data for a single source of truth
- Extract and load data from SFTP quickly
- Integrate.io has the SFTP data integrations you need
- How Integrate.io customers power growth with its SFTP connector
- Get started moving data in minutes
- Why choose Integrate.io for SFTP data integration?
- Get started on SFTP data integration
- Explore our SFTP resources
Connect SFTP data for a single source of truth
SFTP handles various formats, like JSON, XML, and .csv files, making it the standard for file transfers. You might store marketing data in files on an SFTP server and transfer it to clients or stakeholders. But what happens if you want to ETL SFTP data to a warehouse or other target location? Integrate.io can help! Its SFTP connector accesses your critical data and transfers it to a supported destination via ETL, allowing you to generate insights about marketing processes.
- Moving marketing data to a warehouse with Integrate.io provides a central storage location for analytics.
- You can run data in your warehouse through BI tools like Looker and Tableau and learn more about customers, campaigns, and day-to-day marketing workflows.
- You can also move data from other platforms to your warehouse and compare it with data in files on an SFTP server.
Quickly extract and load data from SFTP
SFTP runs over the SSH protocol and can transfer large files over the internet. However, moving data in files on an SFTP server via ETL requires complex tasks such as coding, authentication, permissions, command lines, SSL, templates, and automation. Integrate.io takes care of the heavy lifting of ETL, making life easier for your data team.
- Integrate.io extracts data from files in an SFTP server and puts it in a staging area for data processing.
- Integrate.io transforms the data into the correct format for data analysis. That can improve data quality and even help you comply with data governance frameworks like GDPR.
- Integrate.io loads the data to a supported destination, such as a warehouse, allowing you to run that data through BI tools.
Integrate.io has the SFTP data integrations you need
Now you don't need to spend weeks establishing an ETL connection for SFTP integration. Integrate.io's pre-built connector does all the hard work for you, meaning you don't need to hire additional data engineers to move SFTP data to your desired location.
Examples of Integrate.io SFTP data integrations
Examples of Integrate.io SFTP data integrations
- Bring SFTP data to Amazon Redshift
- Connect SFTP data with Snowflake
- Transfer SFTP data to Google BigQuery
How Integrate.io customers power growth with its SFTP connector
Integrate.io's customers who integrate SFTP data benefit in the following ways:
- Integrate.io integrates SFTP data without customers having to write complicated ETL scripts. The platform automatically manages and prepares data sets via its connector and sends notifications about data integration bottlenecks.
- Customers can choose and filter the SFTP data they want to integrate via ETL, improving compliance and delivery. Integrate.io customizes integration based on each use case.
- Integrate.io can remove the human error that happens during integration. Customers eliminate mistakes when building complex ETL pipelines from scratch and improve back-end data engineering.
Get started moving data in minutes
ETLing data to and from key files in an SFTP server is a simple process with Integrate.io. Start by supplying some details about your project on a form and talk to an expert about your business requirements for integration. Integrate.io provides a helping hand during every stage of your integration journey, giving you more value from the data that powers your business.
Why choose Integrate.io for SFTP data integration?
Save money
Manually creating ETL pipelines for SFTP can go wrong if you lack the necessary skills, resulting in you having to start the process all over again. That can cost money! Let Integrate.io handle SFTP data integration for you.
Customer service
Need help troubleshooting an SFTP ETL issue? Want to learn about a new data integration feature? Integrate.io has your back! Talk to the team via phone, email, or live chat.
Resources
Access online resources such as tutorials, docs, and user guides during your data integration project and improve the success of SFTP ETL.
Pre-built connectors
Integrate.io doesn't just have a pre-built connector for SFTP but various connections for data sources and destinations. Find connections for IBM Db2, Salesforce, Instagram, Oracle Database, Facebook, Shopify, Amazon S3 (AWS), Google Cloud Platform, Microsoft Azure Blob Storage, Mongo DB, and more.
REST API connector
Can't find the connection you require for a data transfer on Integrate.io? Build your own! Fetch data from nearly any source with a REST API via the platform's REST API connector.
Manually creating ETL pipelines for SFTP can go wrong if you lack the necessary skills, resulting in you having to start the process all over again. That can cost money! Let Integrate.io handle SFTP data integration for you.
Customer service
Need help troubleshooting an SFTP ETL issue? Want to learn about a new data integration feature? Integrate.io has your back! Talk to the team via phone, email, or live chat.
Resources
Access online resources such as tutorials, docs, and user guides during your data integration project and improve the success of SFTP ETL.
Pre-built connectors
Integrate.io doesn't just have a pre-built connector for SFTP but various connections for data sources and destinations. Find connections for IBM Db2, Salesforce, Instagram, Oracle Database, Facebook, Shopify, Amazon S3 (AWS), Google Cloud Platform, Microsoft Azure Blob Storage, Mongo DB, and more.
REST API connector
Can't find the connection you require for a data transfer on Integrate.io? Build your own! Fetch data from nearly any source with a REST API via the platform's REST API connector.
Get started on SFTP data integration
Use SFTP? ETLing data from files in an SFTP server doesn't have to be a chore. Integrate.io's native bi-directional connector for SFTP comes out of the box, helping you quickly move data to a supported destination. Register for an ETL trial setup meeting, and discover how Integrate.io can move your data integration goals forward.
Explore our SFTP resources
Here are some extra resources for SFTP-related integration:
Close.io's End Points
Close.io Contacts
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Close.io Activities
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Close.io Opportunities
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Close.io Organizations
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Integrate SFTP With Close.io Today
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