Automate bidirectional FactSet file exchange with cloud SFTP
Couchdrop connects FactSet file-transfer workflows with cloud storage so teams can automate sending and receiving portfolio, research, report, and operational files.
Category
Finance & Capital Markets
Type
Platform
Integrate FactSet with Couchdrop
How it works
FactSet integrations can involve portfolio files, research outputs, client reports, and operating data that move both into and out of FactSet. Couchdrop helps centralize these flows in storage-backed folders while keeping access scoped by team, process, or client.
Automations can copy files to archive, rename by account or date, deliver clean files to data teams, and push prepared files back to FactSet workflows when needed.
Capabilities
- Push files to FactSet using SFTP or FTP-compatible workflows
- Pull files from FactSet into storage via SFTP
- Allow FactSet to pull files from cloud storage via SFTP
- Automate file processing such as naming, archiving, and routing
Getting started
Couchdrop can connect with FactSet Client Data Integration once the relevant file delivery or collection methods have been enabled.
- Create inbound and outbound Couchdrop folders for FactSet workflows.
- Map the folders to storage locations used by operations, research, reporting, or data teams.
- Configure FactSet transfer settings and Couchdrop automations for scheduled exchange, archive, and delivery.