SFTP Setup Guide | MuleSoft Documentation
# SFTP Setup Guide
This setup guide enables customers to upload existing customer, product, and order data to Manufacturing Cloud via SFTP. Data can be exported in `csv`` or `xlsx` format for loading into Salesforce.
## High-level Architecture
_Load data to Manufacturing Cloud_
### Functional Considerations
  * Customer, product and order data needs to be in csv or xlsx format.
  * Customer and product data needs be loaded into Manufacturing Cloud before loading order data so that orders can be attached existing customers and products.


### Technical Considerations
This section lists the technical considerations and constraints on the solution design.
  * The csv and xlsx files need to be in the format specified below
  * MDM implementation is required in order to reference customer and product data in orders


### Systems Involved
  * Salesforce Manufacturing Cloud
  * SFTP Server
  * PIM Database
  * Anypoint MQ
  * Global Data Management


### Processing Logic
  * SFTP CIM handler reads the files from sftp location and converts the records to respective CIM structures and publishes the records to the customers, products and orders exchanges for the related objects.
  * The corresponding process APIs process the messages in CIM format and insert the data into Manufacturing Cloud via the corresponding system APIs.


## SFTP Setup
In your SFTP server create inbox, archive and error folders for customers, products and orders.
## File Configuration
  * The sftp integrations can only read comma separated text file with *.csv extension or Microsoft Excel file with *.xlsx extension
  * For excel files, make sure all the data is in one tab and the tab names must be following: CustomerInfo, OrderInfo and ProductInfo respectively


### File Formats
#### Customer File Format
Field Name | Field Description | Comments  
---|---|---  
ExternalId | Customer ID in external system | Required field  
FirstName | The first name of the Party | Required for individual  
MiddleName | The middle initial of the Party | Optional field for individual  
LastName | The last name of the Party | Required for individual  
OrgAccountName | Organization name | Required for an organization  
EmailAddress | Email address | Optional  
EmailType | Email type (examples: Home, Work) | Optional  
PhoneNumber | Phone number | Optional  
InternationalCode | Phone country code | Optional the default is "001"  
PhoneType | Phone Type | Optional the default is "Home"  
PhoneExt | Phone extension | Optional  
AddressLine1 | Address Line | Optional  
AddressLine2 | Address Line | Optional  
City name | Optional  
State or province name | Optional  
Country name | Optional the default is "USA"  
PostalCode | Postal code | Required  
AddressType | Address type (examples: Home, Work) | Optional the default is "Home"  
#### Order File Format
Field Name | Field Description | Comments  
---|---|---  
Order ID | Optional  
Order name | Required  
OrderNumber | Order number | Required  
Description | Order description | Optional  
TotalPriceAmount | Total order cost | Required  
AccountId | Account id | Required  
TotalDeliveryFeeAmount | Shipping fee | Optional  
EffectiveDate | Order date | Required  
ExternalId | Order id in external system | Optional  
ProductCode | Product sku code of the ordered item | Required  
ProductDescription | Product description of the ordered item | Optional  
OrderedQuantity | Quantity ordered | Required  
UnitPriceAmount | Unit price of the product | Required  
TotalPriceAmount | Total cost of all items | Required  
OrderProductNumber | Total amount including tax | Required  
TotalTaxAmount | Total sales tax | Required  
#### Product File Format
Field Name | Field Description | Comments  
---|---|---  
Product ID | Optional  
Product name | Required  
ProductCode | Product sku code | Required  
ProductCategory | Product category | Optional  
Description | Product description | Required  
ShortDescription | Product short description  
LongDescription | Product long description  
Product status (example: Active) | Required  
ExternalId | Product id in the external system | Required  
Product type | Required  
UnitListPrice | Product unit price | Required  
## See Also
  *   * MuleSoft Accelerator for Manufacturing