SFTP Import

Set this to the address of the SFTP server to import from.
This can be a DNS name (e.g., sftp.example.com) or an IP address.

Specifies the TCP port for the SFTP connection.
Port 22 is the standard port number for SFTP.

Enter the user name for authenticating to the SFTP server.
This account must have permission to read from the 'Base Directory' and, if using move or delete disposition, permission to write/delete files.

Enter the password for the specified 'User Name'.
Password authentication is required; key-based authentication is not supported.

Set this to the root folder on the SFTP server to import from.
All files (and optionally subfolders) within this directory will be considered for import. Use / for the server root.

Enable this option to import files from all subfolders within the specified base directory.
If disabled, only files in the top-level directory are imported.

Can be one of the following values:

Choose from the following options:

• Move: Move files to the 'Move Location' after import.
• Delete: Delete files after import.
• NoChange: Leave files in place.

When 'File Disposition' is set to Move, specify the destination directory for imported files.
This must be different from the 'Base Directory' and must exist prior to import.

Use this to define a list of file extensions (e.g., .pdf, .tif) that are allowed for import.
If left empty, all file extensions are allowed except those in 'Excluded File Extensions'. Each extension should be lower case and start with a dot.

Use this to define a list of file extensions (e.g., .tmp, .bak) that should be skipped during import.
Each extension should be lower case and start with a dot.

Specify a regular expression to exclude files by name or path.
If the pattern matches a file's full path, that file will be skipped.
For example, use ~$.*\\.docx to exclude Microsoft Office temporary files.

Files larger than this value (in MB) will be ignored.
Set to 0 to allow files of any size.

Enable this to skip files with unknown or unregistered file types.

Use 'Skip Count' to restart an import that was previously stopped, or to perform incremental imports by skipping items already processed.

Use 'Max Items' to limit the number of documents or folders imported in a single operation. This can be combined with 'Skip Count' for incremental or staged imports.

The 'Batch Creation' property defines rules for grouping imported items into batches, including batch size, structure, and organization. Adjust these settings to match your workflow and processing requirements.

The 'Batch Name Options' property allows you to configure naming conventions for new batches, including dynamic values based on process, content type, or other metadata.

Assigns a Content Type to each imported document or folder. This controls classification, data extraction, and downstream processing. Set this property to ensure imported content is correctly identified and processed in Grooper.