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.
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:
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.