Data & infrastructure

SFTP file exchange

SFTP is a secure file transfer protocol rather than a vendor-specific integration.

Discuss this integration

Discuss this integration

SFTP file exchange
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INTEGRATION DETAILS

SFTP file exchange

Data & infrastructure

How it fits your workflow.

SFTP is a secure file transfer protocol rather than a vendor-specific integration. It is useful when organizations exchange scheduled placement, payment, or account files. The operational workflow depends on an agreed file layout and a clear distinction between a file being delivered and its records being accepted.

WORKFLOW FOCUS

Scheduled account files and record acceptance reconciliation.

From your stack to your workflow.

01 / Map the outcome

Choose the process you want to improve and the records, events, or actions it depends on.

02 / Define the connection

Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.

03 / Validate before expanding

Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.

A few things to know.

Does successful file delivery mean every record was processed?

No. Transport success and record acceptance are separate stages. A useful process reports rejected records and reconciles accepted data with the intended account updates.

Can we keep our existing systems?

The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.

Make your systems work together.

Start with your workflow. We’ll help you scope the connection.

Talk to our team

Talk to our team