How to Send and Receive Files Safely with Statflo (via SFTP)

SFTP, or Secure File Transfer Protocol, is a secure way to exchange campaign data and other important files with Statflo. It is based on the SSH (Secure Shell) protocol, which encrypts data to provide secure file transfers. Here's how to get started with Statflo:

1. Prepare your digital keys

Your keys come in a pair and they ensure your data transfer remains secure:

• Public key: Think of this like a padlock — it locks (encrypts) your data.

• Private key: Think of this like a key — it unlocks (decrypts) your data.

➡️ For Windows Users:

1.1 Open the Command Prompt

• Press the Windows key on your keyboard or click on the Windows icon in the taskbar to open the Windows Start menu.

• Type "cmd" or "Command Prompt" in the search bar.

• Click on "Command Prompt" to open it.

1.2 Generate your keys

• In the Terminal, enter ssh-keygen -t rsa -b 4096 -C "your_email@example.com" and hit "Enter" to generate the key pair.

• Follow the on-screen instructions to save your keys.

1.3 Share your public key with Statflo

• Email the id_rsa.pub file to Statflo. We’ll need this to establish a secure connection for the file transfer. This being your public key, you can share this with us.

➡️ For MacOS Users:

1.1 Open the Terminal application

• Use Spotlight by pressing Cmd + Space and type "Terminal", then press "Enter".

• Alternatively, you can find Terminal in the "Utilities" folder within "Applications".

1.2 Generate your keys

• In the Terminal, enter ssh-keygen -t rsa -b 4096 -C "your_email@example.com" and hit "Enter" to generate the key pair.

• Follow the on-screen instructions to save your keys.

1.3 Share your public key with Statflo

• Email the public key file to Statflo; that is the file whose extension is .pub. We’ll need this to establish a secure connection for the file transfer. This being your public key, you can share this with us.
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  Alternatively, Use PuTTY:

  1.1 Install PuTTY for Mac

  • Download PuTTY for Mac from the official website.

  • Follow the provided instructions to install it on your MacOS system.

  1.2 Generate your keys using PuTTYgen for Mac

  • Open PuTTYgen from your Applications folder.

  • Follow similar steps as the Windows PuTTYgen: Choose the key type as RSA and set the bits to 4096 (change the default from 2048 to 4096). Then generate the keys.

  • Save your private key and note down where your public key is saved.

  Optional: Enter a passphrase

  1.3 Share your public key with Statflo

  • Use a text editor to open and copy your public key.

  • Email the copied public key to Statflo for SFTP setup.​

  Note: Users can use PuttyGen for Windows or Linux as well.

2. Install FileZilla

Once you've generated and shared your public key with Statflo, we will set up your SFTP. You can connect to Statflo’s SFTP server using FileZilla — this is a free tool to send your files. It works on any computer, whether you have a Mac, a Windows PC, or something else.
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2.1 Visit FileZilla’s website

2.2 Download the FileZilla Client

2.3 Launch FileZilla on your computer

3. Send your files securely

3.1 Connect to the Statflo SFTP — you're now ready to send and retrieve files

• In FileZilla, navigate to 'File' and select 'Site Manager'.

• Click 'New Site' and configure your settings in the ‘General’ tab:

  • Protocol: Choose SFTP - SSH File Transfer Protocol

  • Host: Enter the Statflo server address:

    • For US users: sftp.processing.us.prod.stflo.io

    • For Canada users: sftp.processing.ca.prod.stflo.io

  • Logon Type: Select Key file

  • User: Input your user details provided by Statflo

  • Key File: Browse and select your private key file (e.g. id_rsa)

• In the ‘Advanced’ tab,

  • Default remote directory: Your account manager will provide you with this

• Click 'Connect'.

3.2 You'll now see your computer's files on the left and Statflo's files on the right

3.3 Now, it’s time to share some files!

There are three ways to send or receive your files:

1. Drag and drop between the local and server panes.

2. Double-click to upload from local or download from the server.

3. Right-clicking and choosing "Upload" or "Download" for targeted file transfers.
   
   ​Dragging and dropping files

That’s it! Just three steps to securely send your files. Reach out to your Account Manager if you have any questions.