Secure File Transfer Protocol (SFTP)

SFTP is a secure technology that allows for the storage and transfer of files from one environment to another.

Currently, Naviance only supports SFTP for course data files.

Naviance Course Planner subscribers can use SFTP to:

• Export course data from your SIS to Naviance.
• Import course data to your SIS from Naviance.

If your Student Information System (SIS) does not offer an SFTP option, you can set up Structured Query Language (SQL) with WinSVC, a free SFTP client for Microsoft Windows.

Prepare to Use SFTP to Export Data to Naviance

1. Review the course catalog, course mapping, and student course data import fields to determine the data you will export from your SIS.

2. Match the Naviance Course Catalog, Course Mapping, and Student Course Data import fields to your SIS fields and create your data export files. You must save the data files as a CSV or tab-delimited file, less than 10MB. Zip the file if needed.

   

   You must map fields and set column orders again if you add data fields to your file or change the column order.
3. Use the data import feature in Naviance to map fields for each import type.

Set up SFTP in your SIS

1. Contact Naviance Support to obtain SFTP credentials for exporting or importing course data.
2. From your SIS, select SFTP as your export location.
3. In the Host field, enter sftp-data.naviance.com.
4. In the Port field, enter 22.

5. In the Username and Password fields, enter the credentials provided by Naviance Support.

6. Optionally, if setting up SFTP to import course data from Naviance:

   • Enter the file name from Naviance.
     • For districts: NavianceStudentCoursePlansNameofDistrict_YearStart-YearEnd.csv
     • For schools: NavianceStudentCoursePlansNameofSchool_YearStart-YearEnd.csv
   • Enter the file type and delimiter.
7. Follow the instructions for your SIS to set up the frequency of:
   • A recurring export of course data to the SFTP.
     • Name the column headers in your data files according to the headers provided in the templates.
     • Name your export file CourseCatalog, CourseMapping, or StudentCourseData.
     • Select .csv or.txt as the file type.
   • A recurring import of course data from the Naviance SFTP.
     • When exporting course data from your SIS, the import to Naviance happens automatically according to the frequency you selected. Moving forward, update course data in your SIS, not in Naviance.
     • When importing course data from Naviance, the export to your SIS happens automatically according to the frequency you selected.