SFTP
16 articles
- Generate an SSH key for SFTP accessFind out how to generate the OpenSSH key for the SFTP connection.
- Re-process SFTP CSV Files in RangeTrigger a re-process of unprocessed or incorrectly processed SFTP CSV files without re-uploading them.
- Understanding SFTP CSV File Import ErrorsIdentify and resolve CSV import errors directly in the SFTP file viewer to fix your files quickly and accurately.
- Using Your Accounting System as a Backup for SFTPLearn how to enable your accounting system as a fallback PDF source when documents are missing from your SFTP server.
- Browse, upload and delete files in your SFTP folderView your SFTP folder as it actually is, and upload, download or delete files without an SFTP client.
- Create contacts from email and phone columns in your customers fileTurn email and phone number columns in your SFTP customers file into a contact for each customer, kept in sync on every import.
- Add a Journal Entries File to Your SFTP CSV UploadSend journal entries to Kolleno as an eighth CSV file in your SFTP upload.
- Connect to the SFTP serverHave a look at the settings required when connecting to the Kolleno SFTP server.
- Data for Kolleno CSV Connector via SFTPThis document outlines CSV formats for SFTP data transfer to Kolleno, ensuring AR data completeness.
- Missing Invoice PDFs Due to SFTP Upload IssuesMissing invoice PDFs? Make sure they're uploaded to SFTP.
- CSV File Upload Frequency via SFTP to KollenoRecommended upload frequency depends on CSV size; small files can be sent more often.
- File Names for SFTP Invoice PDFsKolleno auto-sanitizes SFTP invoice filenames to ensure uniqueness and compatibility across systems.
- Missing or Inconsistent Data from SFTP CSV UploadsData not showing correctly? Check your SFTP CSV uploads.
- View CSV files uploaded in SFTP folderDeep dive into data that synchronized with Kolleno and figure out possible issues with your CSV files.
- SFTP Upload: Incremental Data OnlyWhen uploading data to Kolleno via SFTP, you do not need to send your entire dataset on every upload.
- SFTP CSV Upload: Required Files and Processing OrderKolleno's SFTP pipeline requires 7 CSV files on every upload. Learn the file names, order, and what happens when one is missing.