SFTP and Bucket Integration

For operations that require recurring and automated file submissions, SoluCX provides two file-based integration methods: Bucket (cloud storage) and SFTP (secure file transfer protocol). Both are ideal for companies that need to send daily, weekly, or monthly data files programmatically.

Bucket Organization

The SoluCX Bucket follows a standardized structure based on dispatch frequency. This organization ensures traceability, makes file identification easier, and maintains compliance with data protection regulations (LGPD).

Folder Structure

client/
├── disparo_diario/
│   ├── current_day_file.csv
│   └── concluido/
│       ├── january-2025/
│       ├── february-2025/
│       └── march-2025/
├── disparo_semanal/
│   ├── current_week_file.csv
│   └── concluido/
│       ├── january-2025/
│       └── february-2025/
└── disparo_mensal/
    ├── current_month_file.csv
    └── concluido/
        ├── january-2025/
        └── february-2025/

How It Works

Access and Security

• Bucket access is restricted to your company and the SoluCX team responsible for processing and dispatch.
• Each client has their own isolated space, with no visibility into other clients' data.
• The entire process complies with LGPD (Brazil's General Data Protection Law) and data protection best practices.

SFTP Integration

SFTP (Secure File Transfer Protocol) is a secure alternative for submitting data files. It uses end-to-end encryption to protect your data during transfer.

Requesting Access

If you don't have SFTP access to SoluCX yet, follow these steps:

Step 1: Install a PGP key management software

Install Kleopatra (or any other software capable of generating PGP keys and decrypting files). Kleopatra is available for free as part of the Gpg4win package.

Step 2: Generate a key pair

1. Open Kleopatra
2. Go to File > New OpenPGP Key Pair
3. Fill in the requested information and click OK
4. Wait for the certificate to be generated

Step 3: Export your public key

1. Click on the generated certificate
2. Click Export
3. Save the file to a known location on your computer

Step 4: Get your IP address

Visit a service like nordvpn.com/what-is-my-ip and copy the displayed IP address.

Step 5: Send the information to SoluCX

Send an email to [email protected] with:

• The public key file generated in Step 3
• Your IP address obtained in Step 4

The SoluCX team will process the request and send back an encrypted file containing your access credentials.

Decrypting Your Credentials

When you receive the encrypted file from SoluCX with your credentials:

1. Open Kleopatra
2. Click Decrypt
3. Select the file received from the support team
4. Export the decrypted file to a secure location
5. Open the file with a text editor (Notepad, VS Code, etc.)
6. You will find the username and password for SFTP access

Connecting to the SFTP Server

With your credentials ready, configure the connection in your SFTP client:

Using FileZilla

1. Download and install FileZilla
2. Go to Site Manager (menu File > Site Manager or Ctrl+S)
3. Click New Site and fill in:

4. Click Connect

Validating the Connection

After connecting successfully, you will see:

• Log panel: Messages like "Connecting..." and "Directory listing successful"
• Left panel: Files on your local computer
• Right panel: Folder structure on the SoluCX server (dispatch folders)

To submit a data file, simply drag the CSV file from the left panel to the corresponding dispatch folder on the right panel (disparo_diario/, disparo_semanal/, or disparo_mensal/).

Using Other SFTP Clients

You can use any SFTP client of your choice. Some popular alternatives:

Command Line Example

# Connect to the SFTP server
sftp username@host_provided_by_solucx

# Navigate to the dispatch folder
cd disparo_diario

# Upload the file
put transactions_2025-01-15.csv

# Verify the file was uploaded
ls

# Disconnect
exit

CSV File Format

Regardless of the submission channel (Bucket or SFTP), the CSV file must follow the field standards of the SoluCX platform. Check the Base Importer screen in the platform to see accepted fields, requirements, formats, and a sample file.

Best Practices

• Name files descriptively — Use patterns like transactions_2025-01-15.csv for easy identification.
• Validate data before sending — Just like with platform imports, ensure emails, phone numbers, and identifiers are correct.
• Respect the contracted frequency — Submit files according to the configured frequency (daily, weekly, or monthly).
• Monitor dispatches — Track dispatch status directly in the SoluCX platform to ensure surveys were sent correctly.

Frequently Asked Questions

Can I use the same Bucket structure for different journeys? Yes. The jornada field in the CSV directs each transaction to the correct survey, regardless of the dispatch folder used.

Do I need to delete the file after processing? No. After processing and dispatch, files are automatically moved to the corresponding concluido/ monthly subfolder.

Can I send more than one file per day? Yes. You can send multiple files to the same dispatch folder as needed by your operation.

Can I automate submissions via script? Yes! SFTP integration is fully compatible with script-based automations (cron jobs, pipelines, etc.). Use the command line connection to integrate into your existing workflow.