Activating SFTP with Office Ally
SFTP (Secure File Transfer Protocol) allows you to securely send and receive files directly or through your third-party billing software (if it offers SFTP) without having to log into Office Ally’s website. Follow the steps below to get started with an SFTP integration.
How to Enable SFTP:
- Email support@officeally.com from your authorized contact email address to request SFTP access making sure to include your Account Number and/or Office Ally Username. Email support@officeally.com from your authorized contact email address to request SFTP access making sure to include your Account Number and/or Office Ally Username.
- Once the SFTP is set up, your SFTP credentials will be emailed to you.
Setting up SFTP in Your Software:
Once you’ve received your SFTP credentials (SFTP Username and password, host and port number), follow these steps to set up SFTP in your third-party software:
1. Open your third-party billing software and locate the SFTP settings.
2. Enter your Office Ally username and SFTP password.
3. Input the SFTP server address when prompted for a host (e.g., ftp10.officeally.com) and use port 22.
4. Save the settings.
Note: If you can’t locate or update the SFTP settings in your third-party billing software, we recommend you reach out to your software vendor for assistance. Let them know you’ve received SFTP credentials from Office Ally and ask them for guidance on how to enter the information into your software to set up the connection so that you can send and receive files via SFTP.