---
title: Configure an SFTP Integration
description: Discover how to manage data in School Passport via remote SFTP server
---

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September 15, 2026

# Configure an SFTP Integration

## Discover how to manage data in SchoolDay via remote SFTP server

**In this article**

> [Prerequisites](https://help.schoolday.com/knowledge/configure-a-sftp-integration#Prerequisites)
> 
> [Setup an SFTP integration](https://help.schoolday.com/knowledge/configure-a-sftp-integration#Setup-SFTP)
> 
> [Create an Import SFTP](https://help.schoolday.com/knowledge/configure-a-sftp-integration#Create-Import-SFTP)
> 
> [Create an Export SFTP](https://help.schoolday.com/knowledge/configure-a-sftp-integration#Create-Export-SFTP)
> 
> [Next steps](https://help.schoolday.com/knowledge/configure-a-sftp-integration#Next-Steps)

**Audience: ✅**Primary District Admin

SFTP (Secure File Transfer Protocol) is a simple way by which data can be exported out of the School Passport or imported in to update records. The export and import files should be in a comma-separated variable (CSV) format.

- **Import:** Imports data from SFTP remote server to School Passport. 
- **Export:** Extracts any data out of the School Passport.

### Before you begin

- A separate email with the link to set up a password for your SchoolDay account will be sent to you. Activate your admin account in SchoolDay according to instructions from the email. Please note, that a link for account setup is valid only for 24 hours. If the link has expired, please contact [support@schoolday.com](mailto:support@schoolday.com) and request a new one. 
- To set up an SFTP Import you will need to set up your own SFTP server. Once you have the server, you will be able to follow the steps below to set up the integration in SchoolDay.

### Setup an SFTP

To set up SFTP Integration, do the following:

1. Navigate the **Application Gallery**.  
   ![](https://help.schoolday.com/hubfs/image-png-Aug-28-2023-03-48-58-6799-PM.png)
2. Find an **SFTP** app and then click **Activate**.  
   ![unnamed-4](https://help.schoolday.com/hs-fs/hubfs/unnamed-4.png?width=583&height=229&name=unnamed-4.png)

### Create an Import SFTP

To create an SFTP Import, in the **Sync Mode**, select **Import**.

![SFTP\_Import](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_Import.png?width=670&height=155&name=SFTP_Import.png)

In the**Delivery Config**, use the following list to enter information in the fields:

![SFTP\_Delivery config](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_Delivery%20config.png?width=662&height=668&name=SFTP_Delivery%20config.png)

| **Field** | **Description** |
| --- | --- |
| **Server** | Select what server you want to use. We recommend you use the **SchoolDay Server**. |
| **Host** | If **Custom** is selected for the **Server**, enter the hostname of your server. For example, *personal-server.sftp.com.* |
| **CIDR** | Enter the IP address of your server using [CIDR notation](https://devblogs.microsoft.com/premier-developer/understanding-cidr-notation-when-designing-azure-virtual-networks-and-subnets/) to specify the network range. For example, the IP address *198.51.100.0/24  *represents a network with addresses ranging from *198.51.100.0* to *198.51.100.255*. |
| **Port** | If **Custom** is selected for the **Server**, enter the port number. By default is 22. |
| **Username** | Select **New User** and then enter a username that will be used to connect to the SFTP server. |
| **Authentification Type** | If **New User** is selected for **Username**, indicate the method by which you want to confirm the identity of users who connect to the network via a remote connection by choosing **Password-based** or **Key-based**. |
| **Password** | If **Key-based** is selected for **Authentication Type**, upload the file with SFTP keys.  If **Password-based** is selected for **Authentication Type**, enter the password provided for the remote server. |
| **Path** | If **Custom** is selected for the **Server**, specify the path to the required files in the SFTP folder. If empty, files will be imported from the root to the SchoolDay. If a folder name is specified, files will be exported to that folder. |
| **Use home folder** | If **Custom** is selected for the **Server**, select to pull files from the root. |
| **Data Schema** | Select a schema for data processing. |
| **Advanced Settings** | Select to customize your integration. For details about import settings, see  |
| **Test Connection** | Click to ensure that the remote connection is configured correctly and established a connection to the server. |

In the **Schools Mapping**, attach a CSV file with schools or skip this step to automatically map the schools after the files are uploaded to SFTP. 

![SFTP\_Schools Mapping](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_Schools%20Mapping.png?width=652&height=282&name=SFTP_Schools%20Mapping.png)

You can skip the rest of the custom configurations by clicking the **Finish Configuration** on the top right, or continue the configuration process manually.

### Create an Export SFTP

**Important**: It\`s recommended to use [OneRoster](https://help.gg4l.com/knowledge/supported-data-standards-oneroster?hsLang=en) or [Basic Roster](https://help.gg4l.com/knowledge/basic-roster-clever-like?hsLang=en) file formats for SFTP Export.

To create an SFTP Export, in the **Sync Mode**, select **Export**.

![SFTP\_Export](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_Export.png?width=670&height=167&name=SFTP_Export.png)

In the**Delivery Config**, use the following list to enter information in the fields:

![SFTP\_Delivery Config\_Export](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_delivery%20config_Export.png?width=514&height=521&name=SFTP_delivery%20config_Export.png)

| **Field** | **Description** |
| --- | --- |
| **Host** | Enter the hostname of your SFTP server. For example, *personal-server.sftp.com.* |
| **Port** | Enter the port number. By default is 22. |
| **Username** | Enter a username that will be used to connect to the SFTP server. |
| **Password** | Enter the password from the remote server host. |
| **Path** | Specify the path to the required files in the SFTP folder. If empty, files will be exported to the root from the SchoolDay. If a folder name is specified, files will be pulled to that folder. |
| **Use home folder** | Select to pull files from the root. |
| **Create district folder** | Select to create a separate folder for each district named as its GUID. If clear, data for each district will overwrite the old data (or merge together) |
| **Data Schema** | Select a schema for data processing. |
| **Test Connection** | Click to ensure that the remote connection is configured correctly and established a connection to the server. |

In **Entity Mapping,** specify how to map entities from the remote SFTP server to SchoolDay entities.

![SFTP\_Entity Mapping step](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP_Entity%20Mapping%20step.png?width=670&height=180&name=SFTP_Entity%20Mapping%20step.png)

In **Schools**, select schools in which data will be shared with the SFTP local server.

![SFTP Export\_Schools step](https://help.schoolday.com/hs-fs/hubfs/Knowledge%20Base/Configuring%20SIS%20API%20Integration/SFTP/SFTP%20Export_Schools%20step.png?width=670&height=313&name=SFTP%20Export_Schools%20step.png)

Once you are finished with the Schools Mapping, you can skip the following configuration by clicking the **Finish Configuration** on the top right, or continue the configuration process manually.

### Next steps

The next steps include configuring the functionality and, depending on your scenario, adding the required filters and data sources.

- [Create SFTP File Transfer via WinSCP/FileZilla](https://schoolday.com/knowledge/sftp-import-filezilla-winscp)
- [Automate SFTP File Transfer via WinSCP](https://schoolday.com/knowledge/file-transfers-to-the-sftp-server)
- <https://help.schoolday.com/knowledge/configure-a-sftp-integration#Delivery_config>
  
  [Set up an SFTP Relay](https://help.schoolday.com/knowledge/help/sftp-relay?hsLang=en)

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