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Integrations

Connecting external storage (SFTP, SharePoint, OneDrive)

An external storage is a "remote folder" where your systems place files — an SFTP server, a SharePoint library, a OneDrive folder. By connecting a storage to the platform, processes can import files automatically (without manual upload) and deliver exports directly to the destination. It is the ideal integration for file-based routines: statements, legacy system reports, return files.

Activation has two parts: set up the connection and point the processes to it.

Part 1 — Set up the connection

  • Register the storage connection in the platform's credentials/integrations registry (under Settings), providing the access details — address, port, username, and password or key; the fields vary depending on the connection type.

  • Use Test connection to validate the data before saving.

  • Connections available for direct setup: SFTP, Microsoft SharePoint, and Microsoft OneDrive. Other options — Amazon S3, Azure Blob Storage, Google Drive — can be enabled with support's help.

Attention — initial synchronization: after registering a new connection, wait about 20 minutes for the storage folders to synchronize. Only after that will the connection appear as an option in the process directories. If it does not appear, check whether the credentials are correct and whether the connection test was successful.

Part 2 — Point the process to the connection

In each process's settings, two directories use storage connections:

  • Source Directory (import): for each combination of execution folder and data source in the flow, add a configuration, select Storage Integration, and choose the import folders inside the storage. With this, the automation rules look for the files on their own — without manual upload on each run.

  • Output Directory (export): the same model, in reverse — select Storage Integration and the export folders where the files generated by the export steps will be delivered.

The status of each row indicates Configured or Not configured, and the same storage connection can be used by multiple processes.

Usage example

The bank deposits the daily statement in the company's SFTP. The team sets up the SFTP connection in the platform, waits for synchronization, and, in the bank reconciliation process, configures the Source Directory by pointing the "statement" source to the SFTP folder. With the automation rule active, the process starts running every morning with that day's statement — and, with the Output Directory configured, sends the pending items report back to another folder in the same SFTP.

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