The following checklist is a step-by-step list of what to prepare prior to setting up SFTP between systems:
1. Identify your SFTP technical contact
Identify the person(s) who are familiar with SFTP and ensure approval this process with your IT / technical representative.
2. Clean up your data in your source system
Clear out any unnecessary fields in your source system / CRM. This reduces clutter and streamlines back-and-forth.
3. Create Custom Fields in Map My Customers
Identify which fields in your source system will need a custom field to map to in Map My Customers, then create those fields to ensure a quick mapping process. Click here to learn more about Custom Fields.
4. Decide which Objects and Users will sync
Know if you’ll be syncing Companies, People, Activities and/or Deals, as well as which users from your source system. Click here to learn more about Records and Objects.
5. Decide direction and timing of sync
Know if you are looking for a one-way or two-way sync, and whether you’d like syncs to occur in the morning, afternoon or evening.
After the following considerations, discover how to set up inbound data via SFTP.