Receive files from Serraview via SFTP
Level: Customer IT Team
This process involves a secure connection being made from Serraview to the Customer's SFTP. Some customers use the transfer for reports. Below details the requirements for the Customer's SFTP server information to be set up to PUSH files from Serraview to the Customer.
Step 1. Approval and IT engagement for SFTP
Contact your IT team to begin SFTP configuration and the set-up usually requires internal approval.
Step 2. Provide Technical Details
After your IT team has been engaged, they will need to provide technical information to Serraview. All the technical details for your IT team can be found in:
Step 3. Test SFTP Connection
Serraview will work with your IT team to test this connection. This will require the Serraview to push a test file to the Customer's SFTP server, and the Customer to check if the test file has been received. The test file can be a .txt file with the word 'test' in it.