SFTP Integration
The SFTP integration allows secure, automated, and reliable file exchange between Lune and clients. It is designed to:
- Protect sensitive financial and transactional data in transit.
- Enforce consistent file structure and delivery for smooth downstream processing.
- Reduce manual effort, minimizing errors and delays.
- Provide a clear reference for technical and operations teams.
Overview
SFTP (Secure File Transfer Protocol) provides encrypted file exchange between systems. A typical Lune-Client SFTP integration & implementation includes:
- SFTP Location Setup: Prepare a secure endpoint and storage path.
- SSH Key Authentication: Use key-based access instead of passwords.
- File Transfer Configuration: Standardize file names, formats, and schedules.
- Documentation: Record technical/operational details for ongoing support.
Setup Process
1. SFTP Location Setup
- Establish a dedicated SFTP server/directory.
- Apply least-privilege permissions.
- Share endpoint details with Lune:
| Field | Description |
|---|---|
| Hostname | SFTP server hostname |
| Port | Port number (non-default ports allowed) |
| Username | Client-provided username (if applicable) |
2. SSH Key Authentication
- Provide client source IPs for white-listing.
- Share the public SSH key with Lune.
- Never share the private key.
Test connectivity using the command:
sftp -P <port> -i <private_key> <username>@<hostname>
3. File Transfer Configuration
- Inbound file naming convention:
<PREFIX>_<DATE>_<IDENTIFIER>.csv - Response file naming convention:
ENRICH_<PREFIX>_<DATE>_<IDENTIFIER>.csv - Lune and the client team should align on an automated fetch/put schedule for seamless file exchange.
Notes
- SFTP integration replaces manual file transfers, ensuring secure and consistent delivery.
- All file paths, credentials, and automation schedules should be documented and shared with the Lune support/operations team for ongoing maintenance.
- For troubleshooting, verify connectivity using the SSH test command, and ensure the public key is correctly installed on the client SFTP endpoint.