Before you start: gather information

Important This content is part of a pilot release. If you haven't been contacted to be part of this pilot, refer to our standard content for Sage People Payflow
Note This step only applies if you are planning to use file forwarding or file encryption.

Before you begin, you will need the following information from the third-party provider.

  1. If you are planning to use file forwarding, gather the following information from the third-party provider about their system:

    • The destination IP/DNS address for the third-party system

    • The port number for the third-party system

    • The destination folder into which files will be forwarded

    • The username and authentication details for the connection to the third party

      • If using password authentication, also obtain the password for the connection to the third party

      • If using SSH authentication for the connection, you must source an SSH key pair, and provide the public part of the key pair to the third party.

  2. If you are planning to encrypt files before delivery to the third party:

    • Obtain the public part of the PGP encryption key from the third-party provider.

  3. If you are planning to use file signing, you must source a PGP key pair from your IT department, and provide the public part to the third party provider.

  4. If you are planning to use SSH authentication, you must source an SSH key pair from your IT department, and provide the public part to the third party provider.

Next, Set the SFTP service.