An SFTP allows files to be sent into and out of the PM System.
SFTP Settings
Admin > SFTP Settings
- Upload Method: SFTP
- Check the Active checkbox.
- If you are hosting the SFTP, check the Client Hosting box.
- Description: This should describe what the SFTP is being used for.
- Example: CEQ Uploaded Reports
- Upload Type: Select the desired Type.
- User Name: Enter your Username.
- Password: Enter your Password.
- URL: Enter the URL.
- Port: 22
- 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.
- This value will add the file in 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.
- Select Save [F2].
IP Addresses for SFTP Setup
The following IP Addresses may need to be whitelisted during the external SFTP setup:
- 18.205.12.82
- 3.220.129.232
- 3.229.221.138
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