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SFTP Sales Integration

Import sales data into Workforce using SFTP to power reporting and forecasting.

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What’s covered in this guide?

SFTP

Secure File Transfer Protocol (SFTP) is a secure way to transfer files between systems.

In Workforce, SFTP is used to automatically collect demand data (such as sales) from another system, like your POS, and import it into your account.

Set up an SFTP sales integration

Follow these steps to connect your SFTP server:

  1. Go to Integrations

  2. Select POS Integrations

  3. Select SFTP

  4. Connect to SFTP

  5. Complete the following fields:

  • SFTP sync frequency – How often Workforce checks for new files

    • Daily

    • Hourly

    • 30 mins

    • 15 mins

  • SFTP host – Your SFTP server address

  • SFTP username – Your login username

  • SFTP password – Optional (used if not using SSH key authentication)

  • SFTP port – Default is 22

  • SFTP import path – Where Workforce will look for files (e.g. /uploads/sales.csv)

  • SFTP completed path – Where files are moved after processing (e.g. /)

  • Import as predict data – Enable this to use the data for forecasting

6. Click Save

📝 Important to note: Your file must match the Workforce CSV import format. You can download the template from Settings > Integrations > Manage Data Streams > + Add My Data > Download our Demand Data CSV template. Files that don’t match the required format won’t be processed.

CSV format requirements

Your file must follow this format:

  • Time: 1:15

  • Date: 2026-04-16

  • Data Point: 180.5

  • Data Type: Sales

  • Data Stream Name: Sales (Los Angeles)

What each column means:

  • Time – Time of the data point

  • Date – Date of the data point

  • Data Point – The value (e.g. sales amount)

  • Data Type – Typically Sales

  • Data Stream Name – Groups related data

📝 Important to note: If the format is incorrect, Workforce won’t be able to import your data.

How data maps to Workforce

  • Workforce creates a data stream for each unique Data Stream Name

  • These streams can then be linked to locations under:
    ​Settings > Manage Data Streams

The name must match your location exactly for correct mapping

To learn more, see Configure your data with Locations & Teams.

How the integration works

Once configured, Workforce will:

  1. Check your SFTP server at the selected frequency

  2. Download any new files from the import path

  3. Process the data into demand data in your account

  4. Move the file to the completed folder

FAQs and troubleshooting

Why isn’t my data importing?

  • The file may not be in the correct folder

  • The file format may be incorrect

  • Your SFTP details may be incorrect

Why are files being imported more than once?

  • Files are not being moved after processing

  • The completed folder may not be set correctly

Why is some data missing?

  • The file may not match the required format

  • Some fields may be missing or invalid

SFTP for Payroll
Configure your data with Locations & Teams

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