ETL: Salesforce to SFTP Workflow

Build an API-managed Salesforce-to-SFTP workflow in Integrate.io ETL using the REST API to programmatically run, monitor, and parameterize the pipeline.

Use Integrate.io’s low-code data pipelines to export Salesforce data to an SFTP server securely, either on a schedule or via API.

Prerequisites

• Integrate.io account with permissions to create connections, pipelines, and API keys
• Salesforce user with API access (a dedicated Integration User is recommended)
• SFTP server reachable from Integrate.io egress IPs, with SSH public key authentication (recommended) and optional PGP public key for file encryption
• Optional: Secrets vault/manager for credential rotation

Creating Secure Connections

Salesforce Connection

1. Click the Connections icon (lightning bolt) on the top-left menu.

2. Click “New Connection,” then choose “Salesforce”.

3. Select the Salesforce environment (production or sandbox) and click authorize.

4. Sign in with your Salesforce account in the login window.

   For sandbox users: append a dot and sandbox name to your username. Example: [e-mail]
5. Click Allow to grant Integrate.io ETL access to Salesforce.

6. Name the connection and click Create Salesforce Connection.

SFTP Connection

1. Click the Connections icon (lightning bolt) on the top-left menu.

2. Click New connection and choose Secure File Transfer Protocol (SFTP).

3. In the SFTP connection window, enter:

   • Access type: Direct connection, SSH tunnel, or reverse SSH tunnel
   • Hostname: The SFTP server hostname
   • Authentication Method: Password or public key
   • User Name: SFTP server username
   • Password: Connection password (cannot contain @)
   • Port: TCP port of the SFTP server
4. Click Test connection to verify credentials.

5. Click Create SFTP connection.