SFTP (Secure File Transfer Protocol) configuration enables customers to securely transmit necessary files for project implementation. Beyond initial setup, SFTP is instrumental in building integrations between PaymentWorks and customer ERP systems, ensuring efficient and secure file exchanges. Additionally, most Payment Instruction Files (PIFs) are transmitted using SFTP.
Steps for Configuration
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Complete the SFTP Questionnaire
- At the start of the implementation process, customers will receive an SFTP questionnaire.
- This form gathers critical information required to initiate the SFTP configuration process.
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SFTP Configuration
- Using the information provided in the questionnaire, PaymentWorks will configure the SFTP setup.
- Once configured, PaymentWorks will supply the following details:
- Port
- Host
- User ID
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Testing and Confirmation
- Customers must perform thorough testing of the SFTP configuration to confirm it is operational and secure.
- Testing must be completed and confirmed before advancing further in the project.
Key Notes
- A successfully configured and tested SFTP ensures secure data transfer during project implementation and ongoing integration processes.
- For any questions or additional guidance during the setup, contact the Project Manager assigned to your active implementation or PaymentWorks Support for customers who are already live and need assistance.