It is possible to send a file using SFTP (Secure File Transfer Protocol) by using the Report Settings. Currently, you can only send fee reports.
Instructions
- Sign in to your site
- Navigate to Admin Tools and select Organizational Settings
- Select Report Settings
- In the Report Settings section, you will need to fill out:
- Server Name/host: Add the name of the server
- Server Port: Enter the server port
- Server Username: Fill in the username for the server
- Server Password: Enter the server password
- File Destination Path: Add the destination path for the file
- Select Reports: You can check more than one option
- Click Export to generate the files and test the connection
- If you want the reports to be sent on a schedule, please contact our support team to set up a cron job for you
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