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sFTP Integration

Updated today

Overview

charles provides an sFTP integration that allows exporting and importing different entities..

You can import from sFTP into charles:

  • Contact lists

  • Products

  • (coming soon) Orders

You can export from charles into sFTP:

Engagement data events (Download example file):

  • WhatsApp Message Delivered, WhatsApp Message Read, WhatsApp Message Clicked

Contact list / Segment export (Download example file)

How to set it up

Go to your charles instance > Settings > Integrations > Marketplace tab > sFTP

Select Add instance

Optional: Provide a name

Select the data type you want to export or import

Configure the connection by adding

  • Host

  • Port

  • Username

  • Password

Click Next

Define Upload folder and Dataformat

Click Next

Select a delimiter

If the data type you selected supports custom mapping, you'll be able to update it.

Click Next

Define the schedule

Click Next

You're done - you'll receive the file with the engagement events on your sFTP server daily.

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