SFTP Configuration
Set up, authenticate, and manage your SFTP delivery locations across multiple reports and settings.
The following SFTP configuration applies to all of the following areas:
- Reports Delivery Settings
- Bills Bulk Download Settings
- Scheduled Bills Extracts
You can find and access the “Configure SFTP” link for each one of the above mentioned in the “SFTP Configuration” section.
Add New SFTP Location
Select the “Configure SFTP” link that corresponds to the category where you want to configure the SFTP. In the dialog that will appear on screen, select the “+Add New SFTP Location” link.
The “Add new SFTP location” dialog will open. Under “Authentication Method”, you can choose one of the following two options:
A. Key Based
Use a public/private key pair to securely connect to the server. Fill in all the requested information and then select the “Add” button to set up the configuration.
Note: The public key can be copied by selecting the “Copy key” link present on screen.
B. Login
Use a username/password pair to securely connect to the server. Fill in all the requested information and then select the “Add” button to set up the configuration.
After adding the configuration, you will be returned to the main dialog. All your configurations will be available in this area. Multiple configurations can be set up by going through the previously mentioned steps.
- Edit: You can edit a configuration by selecting the crayon icon (Edit action) that appears at the end of the row for the configuration you want to edit. Make your changes and select the “Edit” button to save them.
- Delete: You can delete a configuration by selecting the trashcan icon (Delete action) that appears at the end of the row. Select the “Remove” button in the confirmation dialog.