Files with query data can be exported via SFTP to securely share them as needed. This data can be sent to the SFTP manually, or set up to run on a regular basis.

You should have an existing query that you are wanting to export. Administrators can create queries under Reporting > Index Queries.

It is recommended to add integrations in a separate website.

1 Create an integrations site if you don’t already have one.

2 Install KIntegration in the site.

3 Navigate to Data > Integration.

Ensure the relevant site and version are selected.

4 Click Create Export.

5 Select the type of export, which in this case will be SFTP.

6 Enter a name for the export and click Next.

7 Select the query you want to export, and click Next.

Your query should be an Index Query and should have fields added to the default table that populates in index queries, as the query needs data to export.

8 Enter the path details for where the file will sit on your SFTP server, enter a name for the file, and add your SFTP credentials, then click Next.

The Address field should be formatted with the SFTP URL, not including the prefix (https://, sftp://, etc.) or the path.

The Path field should be formatted with a forward slash ( / ) at the beginning, and another forward slash between all sub-folders in the path. Make sure your sub-folders are named as they display in your SFTP server.

Note that some SFTP servers automatically create a Root Files folder, which you can add more folders to (this will function as the Path).

For files.com the Root Folder is titled “files” and the sub-folders can be named whatever you like. In this example the sub folders are Files, and within Files lives Queries. You do not need to include the root folder in your Path or Address fields.

9 This can be added on a Schedule, or run manually.

In this case we will schedule it to run once a week, then click Create.

10 You can then test your export before the scheduled time by clicking Run.

Once an export has been run, you will have an Integration history tab. You may need to refresh the page to see this.

Check that the status of the export is Complete, and validate that the export has worked by viewing the file in your FTP server.