Upload settings

This function relates to any output files created by the CSV export function. These files are only useful if they are accessible to those using systems that need them. Using the SFTP (Secure File Transfer Protocol) we can send information to a destination.

How to create a new Upload

1. Click on the Upload settings tile from within the System settings.
   
2. This will display the Upload configuration overview.
   
3. Click the Add configuration button.
   
4. Enter the details required.
   

5. Click the Test Connection to establish the link is working.
   
6. Click Save.
   

*Once configured, the SFTP upload will automatically be processed every 5 minutes. If you want to process immediately, you can click the Run now button.

Editing an Upload

1. Select a record from the grid.
2. Click the Edit button.
   
3. Amend settings accordingly.

Deleting an Upload

1. Select a record from the grid.
2. Click the Delete button.
   
3. This will delete the record.