Breadcrumbs

SFTP Import Process Guide

MORAE PHYSICAL

SFTP Import Process — Configuration & Usage Guide

A step-by-step guide to enabling and using SFTP-based imports, including SSH key and PGP encryption setup.

Overview

This guide walks through the process of configuring an SFTP import profile in Morae Physical, securing it with SSH key authentication and PGP encryption, and running a test import to confirm the setup works correctly.

Prerequisites

  • An active Morae Physical account with Administrator access

  • Access to an SFTP site (URL, and ability to create user accounts on it)

  • A PGP-capable tool for encrypting files before upload

  • The sample file TestImport.txt for using the import

Step 1 — Access the SFTP Import Configuration

  1. Log in to Morae Physical.

  2. Click the gear icon (Admin) in the upper right corner of the screen.

  3. From the Configuration section, select SFTP Import Profiles.

Step 2 — Configure Security Settings

Open the Security section on the SFTP Imports page and complete the following:

SSH Key Authentication

  1. Verify that Enable SSH Key Authentication is turned on.

  2. In the Authentication section, click Download the SSH Public Key and save the file.

PGP Encryption

  1. Verify that Enable PGP Encryption is turned on.

  2. Create an account on your SFTP site using the downloaded SSH key. The username can be anything you choose.

  3. Click Download Public Key to save the PGP public key — this key will be used to encrypt files before they are uploaded.

Step 3 — Prepare and Upload a Test File

  1. Using the downloaded PGP public key, encrypt the attached TestImport.txt file.

  2. Upload the encrypted file to the SFTP site using the account created earlier in the PGP Encryption sub-step.

NOTE: If you change the file extension, make sure the new extension is listed as a valid import extension. Go to the Application Configuration page, find Valid extensions for import files, add the desired extension, and click Save.

Application Configuration link:

https://gimmal-physicaldev.gimmal.com/Admin/ApplicationConfiguration.aspx

Step 4 — Configure the Import Profile

  1. Open the Profile section on the SFTP Imports page.

  2. Update the SFTP URL and User Name on the existing profile to match the credentials for your SFTP site.

  3. Click Update to save the profile.

Step 5 — Run and Verify the Import

  1. Open the Scheduling section on the SFTP Imports page.

  2. Click Run Now to start the import.

  3. Confirm there are no errors, which would appear in red in the upper right of the screen.

  4. Allow a few minutes for the import process to complete.

  5. Check the results using either of the following:

    • The Import Log page

    • Search for the box on the Boxes screen

https://gimmal-physicaldev.gimmal.com/Admin/Interchange/ImportLog.aspx

Summary Checklist

  • SSH Key Authentication enabled and public key downloaded

  • PGP Encryption enabled and public key downloaded

  • SFTP account created using the SSH key

  • Test file encrypted and uploaded

  • Valid import extensions confirmed (if extension was changed)

  • Import profile URL and username updated and saved

  • Test import run successfully with no errors

  • Import results verified in the Import Log or Boxes screen