Create Upload Configuration

Navigate to Setup > SFTP > Connector > Upload Action Configuration > New.  To set up the upload configuration you need to fill the following fields:

• Name (Provide a unique name that easily identifies the purpose is from this upload configuration)
• Connection (Select here the Connection Configuration it uses to upload files)
• Replace Existing (Only check this if the uploaded file name is always the same)
• Directory (Enter the directory where the file should be stored. This is seen from the root that is given on the Connection Configuration)
• File Source (The internal field id on the record that holds the file, with the payment file is this, for example, custrecord_2663_file_ref, see print screen below)
• File Name On SFTP (Enter a naming convention if you would like to change the file name during upload)
• Timeout (May be left empty. The Default is 300 sec)
• PGP Options (Select the PGP encryption option that is applicable, can be left empty if not needed)
• Secure Envelope Nordea (Check only if this encryption is required by your SFTP host)
• Press Save.

Continue with Trigger Upload Action.