Prerequisites

• FileZilla installed: Download here.
• Your SFTP credentials, which include:
  • Host: Your designated SFTP host.
  • Username: Your Merchant Application ID or AVID.
  • Password: A Merchant Token or Merchant Password.
  • Port: SFTP typically uses Port 22.

Setting Up FileZilla

1. Open FileZilla.
2. In the Quickconnect bar at the top, enter your credentials:
   1. Host: Use the provided SFTP host (e.g., sftp.authvia.com for production).
   2. Username: Your Merchant Application ID or AVID.
   3. Password: Use your Merchant Token or Password.
   4. Port: Enter 22.
3. Click Quickconnect

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Troubleshooting

Double-check your username, password, and host details if you encounter login issues.

Ensure your network firewall allows outbound SFTP connections over Port 22.

Uploading Files

• After connecting, you'll see two panels:
  • Left Panel: Files on your computer.
  • Right Panel: Files on the SFTP server.
• To upload files:
  • Drag your file (e.g., a CSV) from the left panel (your computer) to the desired folder in the right panel (the SFTP server).

Folder Access

Access levels depend on how you log in:

• Using a Merchant Application ID limits access to certain folders, such as customers or business_processes.
• Logging in with Merchant AVID grants broader access to folders like triggers or business-process-events.

Additional Notes

• Be sure to verify your access permissions, which are dictated by the scopes tied to your Merchant Application or Token.
• If necessary, refer to the SFTP authorization documentation to get or create your username and password.