How Do I Use SFTP for Imports in Clarus WMS?

How Do I Use SFTP for Imports in Clarus WMS?

This guide explains how to use SFTP (Secure File Transfer Protocol) for encrypted and secure file transfers to Clarus WMS. You will learn the steps for uploading import files and checking the status of your upload.

SFTP is a secure way to transfer files. This article will walk you through the process of uploading your files to Clarus WMS and how to check if they have been imported correctly.



Step-by-Step Guide

1. Prepare Your CSV File

Action: Make sure your file is ready for upload.
Details: Fill out your spreadsheet completely and save it as a CSV file. It is important that all data is correctly formatted. If data is missing or formatted incorrectly, the import may fail.

2. Choose an SFTP Application

Action: Select an SFTP application to use for your file upload.
Details: Here are some common options:

  • WinSCP (recommended in this guide)
  • FileZilla
  • CyberDuck
  • FireFTP
  • ClassicFTP
  • FreeFTP by CoffeeCup

3. Sign into Your Domain

Action: Access the server to upload your file.
Details:

  • Open the SFTP Application: For this guide, we will use WinSCP.
  • Enter Your Credentials: Sign into your domain using the credentials you can find under FTP Users in the Clarus WMS Web App. Always ensure you select the SFTP protocol for a secure transfer.
  • Switch to SFTP: In WinSCP, open a new session and choose SFTP from the dropdown menu under File Protocol.

4. Upload the File

Action: Transfer your CSV file to the server.
Details:

  • Drag and Drop the File: Find your CSV file on the left side of your SFTP application. Drag it from the left and drop it into an empty space on the right side.
  • Complete the Upload: The file will start uploading. This process is similar across all SFTP applications.

5. Check Import Status in Clarus WMS

Action: Confirm that your file was uploaded successfully.
Details:

  • Go to System Logs: Once your file has uploaded, go to the System Logs section within the Clarus WMS Web App.
  • Verify the Upload:
    • A successful upload will show a confirmation message in the logs.
    • A failed import will show an error message, which will explain why the upload failed. Common reasons include incorrect file formatting or missing required information.


FAQs

What file format is required for SFTP imports?

The file must be in CSV format.

Where can I find my SFTP credentials?

You can find your credentials under FTP Users in the Clarus WMS Web App.

What should I do if the import fails?

Check the error message in the System Logs. The problem is usually caused by incorrect formatting or missing information in your CSV file.

WarningWARNING: Always review the error messages carefully to understand and fix any issues.

Is SFTP different from FTP?

Yes, SFTP is more secure because it encrypts the file transfer, while FTP does not.

REMEMBER: Always use SFTP for secure file transfers to protect your data.

Can I use different SFTP applications?

Yes, you can use any SFTP application that supports SFTP transfers, such as WinSCP, FileZilla, or CyberDuck.


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