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Exporting transactions via file transfer

Secure File Transfer Protocol (SFTP) connections automate your data deliveries and require little effort to set up. All you need are your SFTP credentials, and you’re ready to go!

After setting up an SFTP connection, you receive an email with a CSV file containing all of your transaction data at any frequency you prefer.

Rokt's SFTP connection#

Before you begin#

If you don't yet have access to the Rokt SFTP, reach out to your account manager.

Make sure you have the following information handy:

  1. Delivery frequency—how often and at what times transactions will be uploaded into the SFTP server.
  2. Required parameters—the most common being email, first name, last name, source, and state. For all available attributes, see this table.

Establishing a connection from a host computer (e.g., your laptop) to a secure FTP server requires third-party client software. This tutorial suggests the popular and free client FileZilla which is available for Windows, Mac, and Linux operating systems.

  1. In your browser, navigate to https://filezilla-project.org/ and click Download FileZilla Client.
  2. Install FileZilla on your computer. If you already have FileZilla installed, ensure you are running the latest version.
  3. You should have received an email from Rokt with the subject "You've been granted access to Rokt's SFTP server."
  4. Download the attached file and unzip the encrypted file using the password provided in a second email "Email for password for file with instructions."
  5. The encrypted file you have just unzipped contains a .pem file which is your key file to access Rokt's SFTP folder.

The following steps are the same for Windows, Mac, and Linux operating systems and are based on the latest version of FileZilla.

  1. Open FileZilla and navigate to File > Site Manager

Rokt SFTP Setup

  1. On the left, click New Site and fill in the following:
  • Protocol: SFTP – SSH File Transfer Protocol

  • Host: ftp.rokt.com

  • Port: 22

  • Key file: Browse to your local key file (.pem) and select it from your local drive (see image below).

    Rokt SFTP Setup

  1. Click Connect. You should be connected and able see your accessible folders to upload files.

File path and requirements#

Transaction data files are placed within the following file path:

File pathPurpose
/downloadsDownload transaction data provided by Rokt

Note: Transaction files are automatically deleted from this folder after 14 days.

Using your own FTP connection#

  1. Navigate to your account in One Platform.

  2. From the left navigation, click Connections.

    Transaction Export via Client SFTP

  3. Click Add connection.

    Transaction Export via Client SFTP

  4. Under Transactions, click FTP.

    Transaction Export via Client SFTP

  5. Select a template for this connection, then give your connection a name.

    Transaction Export via Client SFTP

  6. Enter the directory and file name.

    Transaction Export via Client SFTP

  7. Enter your FTP server host details and port.

    Transaction Export via Client SFTP

  8. Select your desired FTP method.

    Transaction Export via Client SFTP

  9. Enter the username and password, or enter the username and upload your key file.

    Transaction Export via Client SFTP

  10. Select your schedule and click Save.

    Transaction Export via Client SFTP

  11. Your connection has been created.

Disabling an FTP connection#

  1. From Connections, choose Scheduled and Transactions from the dropdowns.

    Transaction Export via Client SFTP

  2. Click Pause.

    Transaction Export via Client SFTP

  3. Your email connection is disabled.

    Transaction Export via Client SFTP

  4. You can reverse these steps to enable your connection.

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