---
title: Configure SFTP in Engagedly
description: Admins can generate SFTP configuration, enabling automatic creation of credentials.
---

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# Configure SFTP in Engagedly

### Introduction

Admins and employees with manage integration permission can generate the Secure File Transfer Protocol (SFTP) configuration to automatically create secure credentials. This establishes encrypted, authenticated transfers of employee details and reports from various modules, including Performance, 360 Feedback, Learning, Survey, and Talent Profile reports, via the SFTP server. This process ensures encryption, authentication, and data integrity, allowing authorized users to access, analyze, and report the data effortlessly.

You can generate an [Engagedly SFTP configuration](https://help.engagedly.com/configure-sftp-with-engagedly#SFTP-Conf) or [customize your credentials](https://help.engagedly.com/configure-sftp-with-engagedly#custom-SFTP-conf) as required.

#### **Engagedly SFTP configuration**

Navigate to **Settings \> Schedule Reports \> SFTP Configuration**.

1. In the *Engagedly SFTP Configuration* field, click **Generate SFTP**.

![SFTP2](https://help.engagedly.com/hs-fs/hubfs/SFTP2.png?width=688&height=331&name=SFTP2.png)

The host, port, username, and password are generated. If the password expires, you can regenerate it.

***Note:*** *For security purposes, the generated password is automatically masked after its creation.*

![SFTP3](https://help.engagedly.com/hs-fs/hubfs/SFTP3.png?width=688&height=331&name=SFTP3.png)

   2.  Click the **Copy ![copy 2](https://help.engagedly.com/hs-fs/hubfs/copy%202.png?width=20&height=20&name=copy%202.png) Icon** in the *Host,Port*,*Username*, and*Password* fields to copy them.

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

You can use any FTP portal that you use in your organization and paste the credentials.

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

#### **Add SSH Key**

You can add the SSH key to set up the connection. However, we recommend using the Engagedly server.

Below the *Engagedly SFTP Configuration* field, click **Add SSH Key**, enter your SSH key, and click **Save**.

#### **Custom SFTP configuration**

If you have a server, you can 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. Type the name and host, and set the port.
3. Type the username and password.
4. In the *Upload to* field, enter the directory path of the parent folder to access the uploaded file.
5. Click **Save**.

After configuring SFTP with Engagedly, you can paste the credentials into any FTP portal. This triggers the automatic creation of a folder corresponding to the module name when the report is generated. Learn more in [Schedule reports](https://help.engagedly.com/schedule-reports?hsLang=en).

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