How do I add a managed data connection via SFTP as a Mastery Connect admin?

As an admin, you can configure a data export connection in your Mastery Connect account. Mastery Connect supports data connections using Secure File Transfer Protocol (SFTP) and via Ed-Fi API.

Before you can configure a data export using SFTP, you must have the following information:

  • Server address
  • Port
  • Username
  • Password
  • Directory path

You can verify the connection before adding it to your account. You can also manage existing data connections.

Open Admin Menu

Open Admin Menu

In the Global Navigation menu, click the Admin drop-down menu [1]. Then, select the Manage option [2].

Open Data Exports

Open Data Exports

In the Manage list, click the Data Exports link.

Open Data Export Connections

Open Data Export Connections

In the Data Export page, click the Connections tab.

Add Connection

Add Connection

Click the Add Connection button [1].

Note: The My Downloads tab opens by default. If you have not already configured any data connections, click the Connections tab to add a connection [2].

Enter Connection Details

Enter Connection Details

In the New Connection window Connection section, enter a name for the connection in the Name field [1]. By default, the SFTP option is selected in the Type drop-down menu [2].

Note: You can also select to configure an API connection.

Enter Settings Details

Enter Settings Details

In the Settings section, enter the server configuration details, including the server address, port, username, password, and directory path [1]. By default, the CSV option is selected in the Format drop-down menu [2].

Test Connection

To validate the server connection, click the Test Connection button.

View Connection Notification

View Connection Notification

If the test connection fails, a Connection Failure notification displays [1]. Additionally, a Bad Connection icon displays [2].

Create Connection

Click the Create button.

View Connection

View Connection

View your connection. Learn more about managing your data connections.