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

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