Import your Data to Ruler via FTP/SFTP
Importing Data into Ruler Analytics via FTP/SFTP
Use FTP/SFTP (Secure File Transfer Protocol) to securely import data from your internal systems into your Ruler Analytics dashboard.
Once an update is received via SFTP, Ruler Analytics can perform the following actions:
| Available Action | Description |
|---|---|
| Create a New Revenue Record | Creates a new revenue record in Ruler Analytics. |
| Create a New Opportunity Record | Creates a new opportunity record in Ruler Analytics. |
| Create a New Conversion Record | Creates a new conversion record in Ruler Analytics. This can be an Online or Offline conversion depending on your available data and lead method capture. |
Connection Requirements
To establish an SFTP connection, Ruler requires the following details:
| Required Value | Details |
|---|---|
| Host URL | The address of your FTP/SFTP server, for example sftp://example.com. If your server uses a specific port, include it in the URL, for example sftp://example.com:3456. |
| Username | The username required to connect to your server. |
| Password | The password required to connect to your server. |
IP Whitelisting
If your server requires specific IP addresses to be whitelisted before a connection can be established, please contact your Ruler onboarding manager. They can provide the IP addresses you need to add to your allowlist.
File Requirements
The following fields are required when importing data into Ruler Analytics.
You can include additional columns in your file. Ruler will simply ignore any fields that are not required for the upload.
Important: The file format must remain consistent for every upload. The column names, order, and data format must remain unchanged to ensure the file can be processed successfully. If you do need to change the file to add/update any data please let our team know ahead of time so we can update your upload process to avoid any downtime.
| Field | Description |
|---|---|
| The email address of the lead. | |
| Phone | The phone number of the lead. |
| Label | The label you want to associate with the lead. This can be any value you use for your own reference, such as Customer ID. |
| Value | The value you want to attribute to the lead. This could be a forecast value at this stage. If the lead does not yet have a value, enter 0. |
| Date | The date the lead reached this stage. This is used to build a timeline of the lead as it progresses through different stages. |
| Stage | Required for Opportunity uploads only. The stage you want to map the lead to within your Ruler dashboard. This value is case-sensitive and must exactly match the stage configured in Ruler. |
| Reference | A unique ID to indicate this record is a unique record and should be uploaded. Identical references will prevent multiple uploads. |
Example File Structure
Your file should maintain the same column order for every upload e.g:
Email, Phone, Label, Value, Date, Stage
Additional columns can be included if required by your internal systems for additional data property reporting. If there are any columns sent that you do not wish to upload, please let us know and we can ignore these from the upload.
Need Help?
If you have any questions about the SFTP integration or would like to discuss your requirements, please contact [email protected]. Our team will be happy to help.
Updated 4 days ago