OrgChart Now Help Guide

SFTP Pull Test

Audience

Audience: Administrator Users Edition: Enterprise

Overview

OrgChart Now Administrators can import Excel and CSV flat files into org charts using a Secure File Transfer Protocol (SFTP).

Before attempting to connect your own data to OrgChart, you may want to test the SFTP configuration in your account.

The following article provides step-by-step instructions for testing an SFTP pull in OrgChart Now Viewer.

SFTP Test Configuration

  1. Create a new Master Chart in Viewer.

  2. Select More > Chart Settings.

  3. Select the ... button under the Source section.

    2021-01-12_15-28-56.png
  4. Click the SFTP Pull icon on the Main Data Source selector page.

    2021-01-12_15-29-51.png
  5. Click Select.

  6. Enter the following information exactly as it appears in the screenshot below:

    2021-01-12_15-31-34.png

    Host

    Enter "sftp://helpdrop.orgchartnow.com"

    Port

    Enter "2224"

    Source Path

    Enter "SFTP"

    Filename

    Enter "Sample Data Set - 250 Recs.xlsx"

    Username

    Enter "ocnsftp"

    Password

    Enter "h2WyxVjyJuBptdA"

  7. Click Save. The Mapping Configuration Alert appears.

  8. Click Load Now.

    2021-01-12_15-31-59.png
  9. Click Refresh. The following chart is generated:

    2021-01-12_15-32-34.png

Note

If the test is unsuccessful, please reach out to OrgChart Now Support for assistance.