# SFTP Setup Guide (Finley-Hosted)

## How to integrate and upload data to the Finley-hosted SFTP server

Once you’ve decided on Finley-hosted SFTP as your preferred method to upload data, you’ll need to: 1) authenticate your computer, and 2) connect to the Finley-hosted SFTP server. This guide walks you through two options for Step 1 (Authentication), either of which will enable you to move on to Step 2 (Connection). 

### Step 1: Authentication

#### Option A - SSH key-based authentication

The SSH key-based authentication method is **more secure.** In order to set it up, you will need to generate an SSH key pair and follow the steps below. 

1. **Create SSH Keys.** The first step to configure SSH key-based authentication is to generate an SSH key pair on your local computer. The ssh-keygen utility tool can be used to generate this key on Mac OS X- or Linux-based systems.  We recommend using a 4096-bit RSA keypair. The code for generating this key pair is below:

`>$ ssh-keygen -t rsa -b 4096 -f </path/to/key-generated> -C <your_company@email.com>`

2. **Send your public key to Finley via email.** You can find your newly generated key pair using the -f option specified during key generation in Step 1. You will need to send us your public key by email to <support@finleycms.com>.&#x20;

`>$ ls /path/to/`&#x20;

`key-generated <--- Private key, Please keep it secure and do not lose it`&#x20;

`key-generated.pub <--- Public key, OK to share with anyone`<br>

3. **Obtain a username and verify that you are able to connect.** Upon receiving your public key, the Finley support team will configure your SFTP account. Afterwards, you will receive a follow-up email with your SFTP username. Once your username is obtained, you can verify your SFTP connection. To do so, please refer to the Connect to the Finley-hosted SFTP server section of this document below.&#x20;
   1. Note: If you’re still unable to connect to SFTP, please contact <support@finleycms.com> and we will be happy to help you. If your private key is lost or compromised, please contact <support@finleycms.com> immediately. We will revoke the access to the existing SSH keys associated with your account, and ask you to regenerate an SSH keypair.

#### Option B - Password-based authentication

If you’re not comfortable accessing Finley’s SFTP server via SSH key-based authentication, our team can help you configure password-based authentication.&#x20;

1. Email the Finley team for a username and password. In order to obtain your password, please email <support@finleycms.com> and your username and password will be provided to you via an encrypted email.
2. (If necessary) Reset your password. If you lose your password, please contact <support@finleycms.com> and we will provide a new password for your existing username via an encrypted email.

### Step 2: Connect to the Finley-hosted SFTP server

You can connect to the Finley-hosted SFTP server with any tool of your choosing. Below, we provide examples of how you can connect via a CLI tool or the Cyberduck client.

**Connecting via an SFTP CLI tool with SSH key-based authentication**

`>$ sftp -i </path/to/privateKey> <username>@sftp.finleycms.com`

**Connecting via an SFTP CLI tool with password-based authentication**

`>$ sftp <username>@sftp.finleycms.com`&#x20;

`password:  <--- enter your password`

**Connecting with the Cyberduck client**

<img src="https://lh3.googleusercontent.com/OS8YqoX0IOLmndWwvTVMP8Uu7SEkhJFj7O9PtqtEJzyaV0BsM8qT_TFR2M_BH1w4kpxIlZZPV89Ws5TqgwsHFa4cfT1o7ze-mqExVWq_QFOtumilcXXF_JHxug9T82x6yD3iGabu_Bl0YxMKyL-hAA" alt="" data-size="original">

## Questions?

If you have any questions, please reach out to <support@finleycms.com> and our team would be glad to help!&#x20;


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