Transferring Files via Secure Protocol

Transfer your data via an SFTP in two steps.

Step 1. Access Credentials 

Please provide us with access credentials. You can email the connection information to support@optilyz.com.

Example: 

Host: sftp://myserver.com

Port: 22

User: optilyz

Password: We will send you our public key file upon request. Alternatively, you can provide us with a private key file or if you would like us to use a password to access the SFTP server, please provide that as well.

After you have helped us connect to your data source, you will need to provide us with additional information about the structure of your data. 

Step 2. Configuration Data

For us to be able to properly read and import your data, you will need to provide us with some information about the format of the files you will be uploading. Please send the following to support@optilyz.com

Encoding 

UTF-8 is standard, we also support:

latin1

ascii

windows-1252

macroman

latin9

Delimiter

How are the columns separated? comma, semi-colon or tab.

Column Headers

What are the headers for your data and how do they map to optilyz fields? The full list can be found here. You can just send us a list:

For example: 

First Name = firstName, 

Last Name = lastName, 

Address 1 = address1...

Tip: Send us a sample file the represents the files you plan to upload to the remote storage location and we will help you figure out these configuration details.