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What is SFTP Automation?

Posted by Jayden Bartram on Jun 14, 2022 2:22:00 PM

SFTP is a common file transfer method for organizations and systems to share and exchange files securely. Due to its compliance recognition with both PCI and HIPAA, SFTP has been the de facto method of choice for health, finance, and other compliance-driven industries for years to receive and share data with external clients and vendors. But sending files was often clunky, slow, and time-consuming – until SFTP automation sped up the process. 

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Automation and SFTP

Although it has been in the market for some time and is a recognized standard, the adoption of SFTP in the cloud is a fairly recent adoption, as expected, and not many platforms truly offer this, but the next stage is the utilization of SFTP as an ingestion or sharing method as part of a wider file workflow that ties into an ETL pipeline or other automation process which is between systems (no human or manual involvement).

SFTP Automation is a process where data is sent or received over the SFTP protocol that has either already been transformed prior to sending, has been sent automatically from a system, or on receiving an action, is taken on the files automatically based on specific triggers and conditions.

Dropbox to SharePoint Automation with SFTP in Couchdrop

SFTP Automation use cases

Some use cases that organizations use SFTP automation for are:

Choosing an SFTP Automation platform

Some considerations when looking for an SFTP automation platform are that the platform you are looking to adopt actually supports the endpoints you require--whether these be remote servers traditional file servers and/or cloud storage--and whether it is a real-time transfer or a delayed sync functionality. Other considerations are the deployment of the solution and whether you need to manage the infrastructure itself which involves opening up your infrastructure to the public cloud, or whether you would rather a solution handle this as a gateway.

A more hybrid option to adopt a solution like this is to run a SaaS platform in front of your file server where you don’t need to run SFTP on your file server or open it up to the cloud, but rather install an agent and have a cloud SaaS platform act as a file transfer gateway to your file server to ensure a secure and robust solution requiring very little management and monitoring.

Overall a cloud-hosted SaaS cloud SFTP and file automation platform can increase productivity and communication within and organization and internally while offering a highly available service to meet critical workflow requirements.

Try Couchdrop for SFTP Automation

Couchdrop's automations allow you to simplify workflows by automating file transfers and file actions. You can automate transfers between your connected storage platforms as well encrypt, decrypt, rename files, and much more. Couchdrop also supports sub-actions, allowing for more precise configurations to ensure your files end up where they need to be. 

For more details on Couchdrop automations, see our guide Configuring Couchdrop Automations. Or if you'd rather try to setup some SFTP automations yourself, you can try Couchdrop free with no credit card required and no hoops to jump through. Sign up for your free trial now and start automating in minutes. 

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