An SFTP allows files to be sent into and out of the PM System.

SFTP Settings

Admin > SFTP Settings

1. Upload Method: SFTP
2. Check the Active checkbox.
3. If you are hosting the SFTP, check the Client Hosting box and contact Support with a request for the addition of a Security Rule.
4. Description: This should describe what the SFTP is being used for.

• Example: CEQ Uploaded Reports

5. Upload Type: Select the desired Type.

• File: Used for Report requests that need to be shared with a vendor via SFTP.
• Claims: This enables copies of Claim Files to be shared with a vendor SFTP without EDI's intervention.

6. User Name: Enter your Username.
7. Password: Enter your Password.
8. URL: Enter the URL.
9. Port: 22
10. File Prefix: Enter the File Path Location.

• If the file is being uploaded to the root folder, leave this field blank.

• If the file will be uploaded to a new folder, enter the folder name followed by a backslash.

• Example: reports/

• This value will add the file to a Reports folder.

• To add the file to a new folder and add a prefix to the filename, enter the value after the last backslash.

• Example: reports/my-custom-prefix

• This value will change a file named reports.csv to my-custom-prefix-report.csv and will place the file in a Reports folder.

11. Select Save [F2].

IP Addresses for SFTP Setup

The following IP Addresses may need to be whitelisted during the external SFTP setup:

• 52.15.105.95

• 18.221.226.151

• 18.218.148.170

Learn More

Upload Reports to an SFTP Folder