SFTP stands for Secure File Transfer Protocol and is a tool to easily and securely transfer call data. This could be used to send a secure file to Delacon from your systems or vice versa.
Please contact the Delacon Support Team at email@example.com to discuss this setup. Below steps are a rough overview of necessary steps.
You will need to decide whether you would like provide the data via “Data Push” or “Data Pull” method:
- Data Push: Delacon is hosting the SFTP server and will create a SFTP user for the client to access, client will need to upload the data to Delacon’s SFTP server regularly. Delacon will also need to whitelist the client’s IP address where the file is pushed.
- Data Pull: The client is hosting the SFTP server and will need to create a SFTP user for Delacon to access the data, Delacon will grab the data from client’s SFTP server regularly.
Below steps are specific to the CRM upload feature:
Step 2 - Periodic file naming convention
The file name will be needed to be under certain pattern, it needs to be either
The file upload is limited to 1 file per day.
Step 3 - Data format
We need the data in the file in the following format:
The matched call data can be pushed to BigQuery, AdWords, Google Analytics and Google Campaign Manager, each platform can be separated by “|”.
In case the customer doesn’t know the Delacon campaign id, please put it as ‘-1’ instead.
So, effectively the data in the csv will be like the following:
Step 4 - Additional CRM variables
Delacon can push up to 4 CRM variables to your integrated platform, this will require additional development to meet the special requirement, please contact us for further details.