Add New Template - SFTP

How to Add a New SFTP Template to Your Transaction Templates

1. Access the Add Template Option
   From the left-side Template navigation menu, click the Add option.
   
2. Select the SFTP Tab
   At the top of the window, select the SFTP tab.
   
   
3. Enter SFTP Details
   Fill in the required fields on the SFTP tab:
   1. SFTP Server
   2. Port
   3. Username
   4. Password
   5. Folder
   6. Binary File Transfer (not ASCII) checkbox
4. Test the Connection
   Once all the details have been entered, click the Test Connection button to verify the settings.
5. Set File Transfer Frequency
   Under Frequency Settings, choose how often you want to receive the file. The drop-down menu offers Daily or Weekly options.
   
   
   

For a step-by-step visual guide, watch the video below about Adding a New Template using the SFTP option.