SFTP Integration for Post-Interaction Surveys

Zencity makes it simple to send Post-Interaction (PI) surveys by securely ingesting ticket data through an SFTP connection. This guide explains how the process works and provides clear steps for setting up the connection.

Workflow Overview

1. File Upload – You will upload a CSV file containing the relevant ticket records.
2. Automatic Ingestion – Our system automatically detects and ingests newly uploaded files.
3. Survey Dispatch – Using the contact details provided in each ticket, our system sends PI surveys after a predefined time interval (e.g., a few hours or days after ingestion).
4. Response Collection – All survey responses are collected and displayed within your Zencity dashboard for easy review and analysis.

Connecting to the Zencity SFTP Server

Follow these steps to connect and upload files:

1. Obtain Your Credentials - Our team will provide you with the necessary SFTP credentials:

   • Hostname / IP Address
   • Username
   • Passphrase
   • Private Key

2. Choose an SFTP Client - You’ll need an SFTP client to connect. Popular options include:

   • FileZilla
   • WinSCP
   • Cyberduck

3. Establish the Connection

   • Open your chosen SFTP client.
   • Enter the credentials provided by the Zencity team.
   • Initiate the connection to the SFTP server. 

4. Upload Your Files

   • Once connected, you will land in the correct root directory.
   • Drag and drop your CSV ticket files from your computer into the designated directory, or use the upload function within your SFTP client.

   • Please make sure that your files follow the agreed-upon format and naming conventions to ensure smooth ingestion.

      

Next Steps

Once your files are uploaded, Zencity’s system takes care of the rest. Surveys will be sent automatically based on the agreed timeframe, and you can track all responses directly in your Zencity dashboard.

If you have any questions during setup, our team is here to assist you.