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.

Open

SFTP - Setup

Credentials

Enter the required credentials fields and tap the Save button.

Open

Company Mapping

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

Tap the Add button.

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

Tap Finish to complete.

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

Need Support?

Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

https://cybercns.freshdesk.com/en/support/login