For Colleges: Configuring SFTP Integration with Scoir

Actions described in this guide require both the Account Administrator role and Admissions Operations role
Using Slate? You can integrate Scoir with Slate for automatic document downloads and record creation. Learn more here.

How do I configure my SFTP server to receive documents from Scoir?

Scoir supports the delivery of document batches via SFTP. To set up your SFTP integration, follow these steps.

  1. Go to the Documents tab, and select the Configure Integrations option.
  2. Select SFTP Setup.
  3. On the SFTP Integration screen, begin the four-step process to initiate your SFTP Integration with Scoir.
    Step 1: Complete the required fields for Server Location. Enter the Hostname of your server and the Server Port Number.
    If you have created a specific folder or file path in your Server for Scoir-delivered documents, enter this file path in the optional File Path field.
    Click Save to complete Step 1.
  4. Step 2: You will need to create credentials in your server for our SFTP to use for document delivery access.
    Enter the Username you created for Scoir access in the Username field.
    You will also need to create a Password or use a Public Key for our Scoir SFTP to access your server.
    If you have created a Password, enter that password into the Password field, then click Save.
    If you wish to use a Public Key, click the Generate a Fresh Key button. A public key will appear in a text field. Click the Clipboard icon next to the public key to copy it. Then, use this Public Key when setting up the Scoir SFTP access to your server.
    If you need to reset your SFTP Configuration at any time, or wish to start over, you can click the Clear Credentials button.
  5. Step 3: Test the connection by clicking the Test Connection button.
    If a successful connection is made, you may further test the configuration by sending a test batch by clicking the Send Test Batch button.
  6. Step 4: Once the Test Connection is successful, you can begin using your SFTP connection to automate document downloading. To enable the SFTP Connection, toggle the Activate SFTP Delivery toggle to Active.
    Scoir Document batches will now be delivered to your configured server via the SFTP connection. Document batches will still be available to download and review manually in Scoir as well.

If you are experiencing issues setting up your SFTP integration, please see our troubleshooting article here.

How did we do?

For Colleges: The Scoir CSV/Manifest File

For Colleges: Troubleshooting Configuration of SFTP Integration with Scoir