Admin Settings (Indigo: V3)
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      Configure SFTP in Engagedly

      Table of contents

      1. Introduction
      2. Generate Engagedly SFTP credentials
      3. Add SSH key
      4. Create custom SFTP credentials

      1. Introduction

      Admins and employees with manage integration permission can configure Secure File Transfer Protocol (SFTP) to enable encrypted and authenticated transfers of employee data and reports from various Engagedly apps.

      SFTP configuration allows secure delivery of sensitive data, ensuring confidentiality, integrity, and accessibility. Either generate Engagedly SFTP credentials or create custom SFTP credentials based on your organization’s requirements.

      2. Generate Engagedly SFTP credentials

      Navigate to Settings > Schedule Reports > SFTP Configuration.

      1. In the “Engagedly SFTP Configuration” field, click Generate SFTP.

      Configure SFTP in Engagedly1

      The system generates the host, port, username, and password. Regenerate the password if it expires.

      📒Note: The password is automatically masked for security after generation.

        2.   Click the Copy copy-1 icon in the “Host, Port, Username, and Password” fields to copy them.

        3.   Paste the copied credentials in their respective fields on the File Transfer Protocol (FTP) portal, like FileZilla, and click Quickconnect.

      💡Tip: Use your organization’s FTP portal and paste the credentials.

      This creates the SFTP folder automatically, where scheduled reports are downloaded.

      3. Add SSH Key (Optional)

      Add your SSH key to set up a secure connection to the SFTP server. However, using the default Engagedly server is recommended for optimal reliability.

      1. Go to the Engagedly SFTP Configuration field.
      2. Click Add SSH Key.
      3. Enter your SSH key in the provided field and click Save.

      4. Create custom SFTP credentials

      If your organization uses its own SFTP server, add your credentials to customize the SFTP configuration. However, we recommend using the Engagedly server.

      Navigate to Settings > Schedule Reports > SFTP Configuration.

      1. In the “Custom SFTP Configuration” field, click Add credentials.
      2. Enter the name, host, and port.
      3. Enter the username and password.
      4. In the “Upload to” field, enter the directory path where files are uploaded.
      5. Click Save.

      After configuration, paste the credentials into your FTP portal. When a report is generated, a folder with the app name is created automatically. Learn more in Schedule and manage reports.