SFTP Connector
Automatically import leads from a CSV file hosted on your SFTP server. Leadbay connects to the server, reads the file, and keeps your data in sync.
The SFTP connector is only available to admin users. See Team & Organization for role details.
When to Use SFTP
Use the SFTP connector when your CRM or internal system exports lead data as a CSV file to an SFTP server. Instead of downloading and re-uploading the file manually each time, Leadbay connects directly and syncs automatically.
Set Up a Connection
From the side menu, navigate to Data Sources
Click Add new integration
Select SFTP from the list
Fill in the connection form:
Host
SFTP server address (e.g. sftp.yourcompany.com)
Port
Server port (default: 22)
Username
Your SFTP login
Password
Your SFTP password
File Path
Full path to the CSV file on the server (e.g. /exports/leads.csv)
Test Before Connecting
Click Test connection to verify that Leadbay can reach the server and find the file. A green checkmark confirms the connection is working.
Once the test passes, click Connect to create the connector. Leadbay immediately queues a first sync.
How Sync Works
Leadbay checks the SFTP file periodically
The file is only re-imported when its content changes (detected via checksum)
Each sync parses the CSV and imports leads using your field and status mappings — the same mappings used for manual CSV imports
Your CSV file must follow the same format as a regular Leadbay CSV import — at minimum a company name column. See Data Sources for column requirements and mapping details.
Editing or Removing a Connector
To update connection details, open the connector from your integrations list and modify the fields. To remove it, delete the connector from the same screen.
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