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Adding an SFTP location in Bill Analyst

Secure file transfer protocol (SFTP) is a way to securely transfer files and is often used for recurring reports that are too big to send via email. Add your organization's SFTP location if you regularly order reports. You'll need to know the hostname/IP address, username, password, and port number to add your SFTP location.

 

Bill Analyst validates your SFTP settings to make sure they work. If information for a location changes, you can edit the SFTP location. You can also delete SFTP locations you no longer need.

To add an SFTP location:

  1. Click Billing, then click Bill Analyst. 
Bill Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH BILL ANALYST.

    Control Center opens Bill Analyst on a new tab.
Bill Analyst (showing Home tab)
  1. Click the Setup tab.
Setup
  1. In the Account Information section, click SFTP Locations.
SFTP Locations
  1. Click Add Location.
Add SFTP Location
  1. Fill in the form, then click Save. 

    The SFTP location appears and the status shows as Pending until you refresh the page.

Note: If there's a problem adding the location, you'll see an unable to validate—revalidate message on the SFTP locations page. In that case, you will need to edit your settings or delete your first attempt and try again.