Set up SFTP Integration

• In the CrossEngage app, navigate to Settings > Integrations.

• Click the Add new integration button in the top right corner of the page.

• Search for "CrossEngage".

• Click Set up and select "Export" from the dropdown menu. The (S)FTP upload’ integration form will open.

• Give your integration a clear, descriptive name

• Select the desired file transfer protocol. CrossEngage supports the following file transfer protocols: FTP, SFTP, FTPS

• Fill in your file transfer settings, including the Port, Host, Username, and Password

• Choose whether the Connection mode is ‘Active’ or ‘Passive.’

• Select whether you wish to set up Encryption, in which case you will have to set a password

• Set the file path to which the exported files should be exported

• Set the file properties of the exported CSV files

• Click Save