REPORTS: SFTP

SFTP - Overview

This document covers configuring SFTP (Secure File Transfer Protocol) for use with ConnectSecure Standard Report uploads.

SFTP - Getting Started

Tap the Global > Settings > Integrations and choose SFTP under the Reports category.

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SFTP - Setup

Credentials

Enter the required credentials fields and tap the Save button.

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Company Mapping

To use the SFTP option with a company, you must add the Company Mapping entry.

Tap the Add button.

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Select a ConnectSecure (Local Company), then tap the Add button.

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Tap Finish to complete.

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The company is ready to use the SFTP option in the Report Scheduler.

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