Business Support

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. The system will validate your SFTP settings to make sure they work.

To add an SFTP location:

  1. Click the Reports tile, then click the Billing Reports subtile.
  1. Click Bill Analyst.

Control Center opens Bill Analyst in a separate window.

  1. Click the Setup tab.
  1. In the Account Information box, click SFTP Locations.
  1. Click Add Location.
  1. Fill in the form, then click Save.

    The SFTP location appears and the status displays as pending until the page is refreshed.

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.