- Overview
- Platform setup and administration
- Platform setup and administration
- Platform architecture
- Data Bridge onboarding overview
- Connecting a Peak-managed data lake
- Connecting a customer-managed data lake
- Creating an AWS IAM role for Data Bridge
- Connecting a Snowflake data warehouse
- Connecting a Redshift data warehouse (public connectivity)
- Connecting a Redshift data warehouse (private connectivity)
- Reauthorizing a Snowflake OAuth connection
- Using Snowflake with Peak
- SQL Explorer overview
- Roles and permissions
- User management
- Inventory management solution
- Commercial pricing solution
- Merchandising solution
Supply Chain & Retail Solutions user guide
Configuring an FTP/SFTP feed
Use an FTP/SFTP feed to ingest files directly from your file transfer server into Peak on a recurring schedule.
Peak supports the following direct file transfer paths:
- File feeds
- Ad hoc uploads
- FTP/SFTP feeds
Prerequisites
Before configuring an FTP/SFTP feed, ensure you meet the following requirements:
- You have a role with write access to Manage > Data Sources.
- Your tenant has a configured data warehouse.
- You have your FTP, FTPS, or SFTP server details.
- Your server firewall or network policy allows Peak public IPs.
Steps
Follow these steps to create and configure an FTP/SFTP feed in Peak.
Step 1: Open the connector
- In Peak, open Manage and select Data Sources.
- Select Add feed.
- In File storage, select the FTP/SFTP connector.
Peak shows four setup stages: Connection, Import configuration, Destination, and Trigger.
Step 2: Configure the connection
A connection is used for the full lifetime of the feed. You can reuse an existing connection or create a new one.
- In Connection, choose one approach:
- Use an existing connection: Select a connection from Select connection.
- Create a new connection: Select New connection.
- If you selected an existing connection:
- Wait for Peak to verify the connection.
- If validation fails, edit allowed fields (such as password or private key), save, and reselect the connection.
- If you selected a new connection:
- Enter the required connection parameters.
- Select Test.
- After a successful test, select Save.
- Select the saved connection and continue.
Use these connection parameters:
| Parameter | Description |
|---|---|
| Connection name | Name for the connection. Use a clear alphanumeric naming pattern. |
| Protocol | FTP or SFTP. |
| Encryption | Required when protocol is FTP. Use plain FTP or explicit FTP over TLS based on server support. |
| Host address | FTP/SFTP server hostname or IP address. |
| Port | Server port (for example, 21 for FTP, 22 for SFTP unless your server uses a custom port). |
| Username | Account username for the server. |
| Password | Password for the account. Optional for SFTP when private key authentication is used. |
| Use private key | Available for SFTP. Use key-based authentication when your server requires it. |
Step 3: Configure import settings
- In Import configuration, enter the remote file path.
- Select Validate to verify the path and generate a preview.
- If validation fails, correct the path and validate again.
- After preview is available, set the import options:
- File type: CSV, JSON, or XML.
- Separator: Required for CSV; choose comma, pipe, or tab.
- Root tag: Required for XML.
- Feed load type: Incremental, Truncate and insert, or Upsert.
- Primary key: Required when load type is Upsert.
- Feed name: Use letters, numbers, and underscores; start with a letter; do not end with an underscore; maximum 50 characters.
For supported formats and naming requirements, see File formats and naming conventions.
For load type behavior, see Load types.
Step 4: Choose the destination
- Select Next to open Destination.
- Select the destination based on your configured data warehouse.
- Select Next.
For destination behavior and warehouse-specific options, see Destination options.
Step 5: Configure trigger and watchers
- In Trigger, select how the feed runs:
- Schedule
- Webhook
- Run once
- Optionally add watchers for feed events.
- Select Save.
For trigger details and cron format rules, see Triggers and watchers.
Troubleshoot connection test failures
Use the following guidance when connection tests fail:
| Error pattern | Likely cause | Action |
|---|---|---|
| Host not found | Invalid host address | Verify the hostname or IP address. |
| Connection refused | Host or port is incorrect, or service is not accepting connections | Verify host and port, and confirm the FTP/SFTP service is running. |
| Authentication failure | Invalid username, password, or private key | Verify credentials and key configuration. |
| Connection timed out | Network path blocked or Peak IPs not allowlisted | Verify firewall/network policy and allowlist Peak public IPs. |
Considerations
- You can create multiple feeds from one connection.
- If many feeds run at the same time with one connection, your server must support concurrent sessions.
- For SFTP feeds, server-side permissions should allow connector operations on the configured files and directories.
Result
Peak creates the FTP/SFTP feed and runs it according to the selected trigger. You can monitor feed runs and troubleshoot failures from Manage > Data Sources.