SFTP Settings

SFTP Settings

Alert
If you cannot host the SFTP, contact Support to have an SFTP hosted for a monthly fee.

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.
    1. If client is hosting, please open a support ticket with a request to add security rules for this SFTP site.
  4. Description: This should describe what the SFTP is being used for.
  • Example: CEQ Uploaded Reports
  1. Upload Type: Select the desired Type.
  2. User Name: Enter your Username.
  3. Password: Enter your Password.
  4. URL: Enter the URL.
  5. Port: 22
  6. 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 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.
  1. 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

Learn More


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