Operations
SFTP Data Exchange Automation
Automate scheduled file-based data exchange with trading partners, vendors, and legacy systems via SFTP.
The problem
Why this workflow needs automation
Many trading partners, vendors, and legacy systems still exchange data via files over SFTP. Without automation, someone must manually download files, transform them, and import them into the ERP — a repetitive, error-prone process that delays operations.
Systems involved
Data objects synced
CSV FilesXML DocumentsEDI FilesFlat FilesReportsData Feeds
How it works
Step-by-step flow
- 1APIWORX connects to the partner's SFTP server on a schedule
- 2New files are detected and downloaded securely
- 3File format is validated and parsed (CSV, XML, EDI, flat file)
- 4Data is transformed and mapped to the target system's format
- 5Records are created or updated in the ERP or commerce platform
- 6Processed files are archived and logged
- 7Outbound files are generated and uploaded to partner SFTP servers
Business outcomes
What this delivers
- Automated file-based integrations without manual intervention
- Support for legacy systems that only exchange files
- Reliable scheduled transfers with error handling and alerts
- Complete audit trail of all file exchanges
SFTP Data Exchange Automation — FAQs
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Ready to automate sftp data exchange automation?
APIWORX builds, monitors, and maintains this workflow end-to-end. No internal development required.
Let's automate