Setting Up the Pattern SFTP

Purpose

This document walks through how to configure an SFTP integration to Pattern Data for uploading files. Pattern’s SFTP system is authenticated via key pairs. To get started please provide us with a public key.

Step 1: Configure Key Pair

Using Your Own Key Pair:

1. Create your public/private key pair. We strongly recommend a passphrase on the private key. (Windows instructions, OSX Instructions).
2. Attach the public key in an email to support@patterndata.io
3. Pattern will email you when the public key is configured; email will also include the username for the connection.

Step 2: Connecting to the SFTP

1. Open your SFTP client (many Pattern clients use Filezilla)
2. Enter the host/address as sftp.patterndata.io
3. Enter the username provided by pattern
4. Select “key file” as the method of authentication. Most FTP clients support key authentication. Some users may need to convert key types.
5. Use the private key created in step 1 in the key file authentication prompts. Depending on your setup, the private key may have file extension of ".ppk", ".pem", or no file extension at all.
6. Connect

Typical connection screens look something like this: