Accounts Payable User Guide
WebsiteProduct Docs
  • Dashboard
  • Purchase order
    • Purchase order To Invoice
    • Other features In PO ?
  • Invoice
    • 3- Way Matching
    • Invoice Payment
    • Create Credit Note
    • Create Debit Note
    • Create Invoice Without PO
    • Audit Trail
  • OCR Analytics
    • Create OCR Template
    • Rename or View OCR Template
    • Inbox setup for Invoice OCR
    • Capture Invoices from Inbox
    • Invoice from OCR
  • OCR FTP
    • How to Create a Sync FTP job
    • How to Process Files for FTP sync
  • GRN
  • Configuration
    • Add Internal Users
    • Add Business Units
    • Supplier Onboarding
    • FTP Configuration
      • Configure FTP
      • Schedule FTP
      • FTP Logs
    • Business Setting
    • SMTP & IMAP
    • Approval Workflow
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  1. Configuration
  2. FTP Configuration

Configure FTP

How do I Configure FTP/SFTP?

Only Buyer can Configure the FTP/SFTP for fetching the data into system.

Configure the FTP/SFTP -

1. Go to the Configuration option from the side bar.

2. There are option of Manage FTP/SFTP Settings, Click on this option.

3. After clicking on above option, it will redirect on FTP/SFTP listing page, if there are any job configured then that will show.

4. Click on “+Add” option for configure new FTP/SFTP job.

5. Fill all the details -

a. FTP Name (mandatory)

b. Host/IP address (mandatory)

c. Sync Type(Outwards/Inwards) (mandatory)

d. FTP Type(FTP/SFTP) (mandatory)

e. FTP Username (mandatory)

f. FTP Password (mandatory)

g. Port Number (mandatory)

h. Connector Email (non mandatory)

6. After adding relevant fields and clicking on Submit button a Job will added/configured and show on Listing page, with information as FTP name, Host/IP address, Sync Type, FTP Type and Action.

7. Under “Action” there are below options/icons will Visible

a. Active/De-active :- User can active/de-active the particular configured job.

b. Edit :- User can Edit and Update details of the particular configured job.

c. Delete :- User can delete any configured job.

d. Schedule Job :- User Can schedule the one or multiple jobs for any configured job.

PreviousFTP ConfigurationNextSchedule FTP

Last updated 2 years ago

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