Integrations - Managing Your SFTP Integration

Introduction

Once a client has their secure file transfer protocol (SFTP) integration up and running, it’s really easy for them to manage it. Administrators in the client organization will be able to log into their Reward Manager administration platform to view or configure any existing integrations. This article provides guidance on how to keep on top of the integration.

How To Change Mapping on the File

Go to your Integration Dashboard and select the Edit Mapping option under your chosen SFTP Integration.

Note: Once your mapping has been changed, you will need to publish your SFTP Integration. Go through all the steps: send an example file, map the fields, and publish it again.

Disabling an Existing SFTP Integration

To disable an existing SFTP integration, go to your Integration Dashboard and select the Initial Setup option under your chosen SFTP Integration.

Once you're in the setup, you can use the toggle button on the top right-hand side to disable your integration temporarily.

Viewing and Amending Existing Authentication Settings

Go to your Integration Dashboard and select the Edit Authentication option under your chosen SFTP Integration.

Here, you would be able to view your current authentication settings and change these credentials.

Viewing Reports on Processed Files

Go to your Integration Dashboard and select the See History option under your chosen SFTP Integration.

Regarding Leavers

If you leave your company, your account will be marked as a leaver on Reward Gateway | Edenred and all programme administrators, and your Client Success Manager will be notified of this.

We highly recommend that a second contact is set up as an Administrator on Reward Gateway | Edenred to avoid any potential integration issues and to generate new credentials when these notifications are received.

Supported MIME Types

A media type (also known as a Multipurpose Internet Mail Extensions or MIME type) indicates the nature and format of a document, file, or assortment of bytes.

Best Practices

• Process files frequently to avoid delays in your employees getting access to your platform
• Ensure the file formats remain the same
• Closely monitor the SFTP integration through the notification emails
• Use multiple administrators to manage your SFTP integration
• Notify your Reward Gateway | Edenred team of any changes as soon as possible