Then, select Third Party Automation Actions…. Search for the application by using the ⌘+Space shortcut to open Spotlight Search and type automator.įirst, you will need to enable the Transmit FTP Client automations by selecting Automator from the macOS menu bar. On your Mac, open the Automator application. The right side pane will show the folders and files on your local machine. Once you establish a successful connection, your files in the ExaVault server will replace the Quick Connect screen. Add your User Name for the server entered.SFTP for more information on picking the correct protocol for your needs. It will default to Port 22 for this connection.
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Otherwise, watch our video on how to get started with Transmit FTP client. If you have Transmit installed and are familiar with FTP Client software, you can skip to Step 2. You’ll find the connection information in ExaVault by using the Connect with FTP option from the left navigation menu.Ĭonfirm You Can Connect Your FTP Client to Your SFTP Server If you need an SFTP server for setting up this automation, visit and select “Start My Free Trial” to have an operating SFTP server running in about 5 minutes.
Step 1: Collect Your Remote SFTP Server Informationįor connecting an FTP client to your SFTP server, you will typically need some combination of the following information: Protocol, Port, Address / Server / Host, Username, and Password.
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For this example, we will be addressing the following use case:Įvery week on Monday, I need to download the latest version of a data document (users_transactions.doc) to update internal reporting metrics. Your goal is to identify any tasks that can be automated to save you and your team valuable time and provide reliable results.
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If you already own a macOS computer, you can create this automation for free with software trials.Įven if you do not plan on using the exact software in our example, many of the tips work when applied to different software packages and workflows. This post reviews a basic setup for automations using a Mac operating system (Big Sur Version 11.2.3 on a MacBook Air), Transmit FTP Client, and cloud SFTP storage with ExaVault. In today’s fast-paced world, manual work creates a huge drain on resources and prevents your clients from receiving the quick results they have come to expect over the internet. Thankfully, technology provides many options for automating manual tasks that must be routinely completed.
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