Order and document channels

SFTP file exchange

Pick up and drop off order, invoice, price and inventory files on SFTP servers, set up by our team during implementation.

PremiumIncluded in Cloud and Enterprise.

01 / Workflows

What you can automate.

Some customers, suppliers and ERPs exchange files on an SFTP server instead of an API. Our team sets up the file exchange during implementation: which folders to read, the file formats, and where results are written.

  1. Pick up order and price files that partners drop on SFTP.
  2. Write ERP import files and return export results to a shared folder.
  3. Exchange EDI documents with partners that use SFTP to send them.

02 / Capabilities

What it covers.

The full reference, with connection types, is in the SFTP file exchange docs.

Capabilities

  • Scheduled pickup from agreed folders
  • CSV, Excel and XML files
  • Validation before anything is written to the ERP
  • Processed files kept with the run record

Data handled

  • Order files
  • Price and inventory files
  • ERP import and export files

03 / Availability

A premium integration.

SFTP file exchange is a premium integration: included in Cloud and Enterprise, and not part of the open-source engine. Compare plans

  • Open-source engineAGPL-3.0, run and operate it yourself.Not included
  • CloudWe host and manage your instance.Included
  • EnterpriseYour cloud or on-premises, supported by our team.Included

04 / Questions

Common questions.

Is SFTP file exchange included in my plan?

Yes, on Cloud and Enterprise. SFTP file exchange is a premium integration, so it is not part of the open-source engine.

How is it set up?

Our team sets up the connection and folder layout during implementation. Runtara needs credentials and network access for the server; both are on the access checklist.

Can a person approve before anything is written?

Yes. A workflow holds an exception for approval and continues only after the person decides. The run keeps the source, the decision, who made it, and the response together.

More in Order and document channels

Put SFTP file exchange to work.

Start with a paid pilot of one real process. Our team builds and runs it, live in two weeks once access is in place.

Discuss your process

All product names, logos and brands are the property of their respective owners and are used here in good faith, only to identify the systems Runtara connects to. Their use does not imply any affiliation with, or endorsement or sponsorship by, those owners.