1. SFTP file transfers
for
Imports and Exports

2. SFTP file transfers for Imports and Exports
Key Topics
SIS Import File fields and format
Importing your file(s) via our SFTP location
Exporting Solana data to your SFTP (or FTP) location
***Font Size 40 & 22 - Corbel

3. Student Information File Best Practices
Daily, Actives Only file, tab delimited or comma-quote, .csv or .txt format (not .xls).
Provide a single record for each student.
Fields can be in any order.
File to have the same Name and Location, daily.
When you send us the 1st file, provide file definition w/ translation values where needed.

4. Example of Information Needed
For Student Import

5. Student Import file examples

6. Solana provides a means for secure import and export of data.
Import/Export Basics
Solana provides a means for secure import and export of data.
You can send data to our SFTP location for automated importing.
Solana can be scheduled to send data to your SFTP (or FTP) location.
Imports and Exports start with Integration Maps and Jobs.
Review the Import/Export eLearning lesson on configuring these.
then
Test the file you’ll be sending by manually importing it. Make sure there are no errors in History.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

7. Typically, you’ll be sending Student Demographic data for import.
Importing your file(s) via our SFTP location
Typically, you’ll be sending Student Demographic data for import.
If you’re not sure of which fields to send, ask for the Solana Data Setup Guide.
Use the information below to automate the data transfer from your Student Information software. You may need to use an FTP program such as CORE FTP.
Your Horizon Project Coordinator will provide you the NETSUITEID value. You must send the file named exactly as shown (replacing NETSUITEID with YOUR ID, of course!)
Address
FTP.mypaymentsplus.com
Transfer Type
SFTP
Port 22
Username
CustomerFilesSolana
Password
!W2daphuDraf
Filename
NETSUITEID_SIS.csv (NETSUITEID provided by horizon)
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
To send multiple files, replace ‘_SIS with unique identifiers like ‘_now’ and ‘_later’ and make a Job (shown next) for each.

8. Solana Setup Importing your file(s) via our SFTP location
(This is usually done by Horizon during the implementation but you should know how it works.)
Create/Select the Import Job associated with your SIS integration map
Check Automate to reveal the import options.
Enter Start Date and Time ( 15 minutes or more after your scheduled export).
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

9. Importing your file(s) via our SFTP location
Solana Setup
Choose Schedule Frequency. Most import Daily but other options are available.
Choosing Solana Secure FTP in File Source identifies our SFTP location.
Enter the name of the incoming file. It must have the correct ID (example shown above).
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

10. Importing your file(s) via our SFTP location
Verify it’s Working. Check History after the Start Time has passed.
Click the Job’s history tab.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Run Date’s are listed with the most recent 1st.
You’ll see the file imported. Click to save to your \Downloads folder.
Click to Blue triangle to check for errors. Blank is good!

11. Importing your file(s) via our SFTP location
Troubleshooting.
If there is no history of an import, resend it and ask Horizon to verify that it’s reaching our SFTP site.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

12. Exporting Solana data to your SFTP location
Many districts want student Free & Reduced data sent from Solana to their SIS system.
These Export Jobs can automatically send this data to your SFTP (or FTP). 
Enter Start Date and Time.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Choose File Source SFTP for Port 22 transmission, FTP for Port 21.
Enter the district-provided File Location, including the entire path, File Name included.
Enter the district-provided User Name and Password to the file location above.
Check your location after the Start Date and Time to confirm your receipt of the file.

13. Thanks again for your time and effort. It’s appreciated!