Create/Edit an SFTP Account

Required security profile permissions: FTP Accounts Edit or Deactivate (if an existing account needs modification but is still active)

When you create a custom report template, you can choose to distribute the report by listing email addresses you want to receive the report, or you can select a configured SFTP connection to deliver the report to your server. To select an SFTP connection, you must first create one. If you want to edit an existing SFTP account, you must first deactivate it.

1. If you are creating a new SFTP account, ensure the server you want to connect with has each of the following IP addresses and portsWhere information transfers, over a network, between a computer and a server. white listed: 

   IP Address	Ports
   207.166.80.0/24	80, 443, 21 and 22
   207.166.81.0/24	80, 443, 21 and 22
   207.166.82.0/24	80, 443, 21 and 22
   207.166.90.0/24	80, 443, 21 and 22
   207.166.95.0/24	80, 443, 21 and 22
   207.176.204.0/24	80, 443, 21 and 22

2. Click Reporting/Analytics → Custom Reporting → SFTP Accounts.

3. If you are creating a new account, click Create New. If you are modifying an existing account, locate the account you want to modify and click to open it. If the account is active, click Deactivate. Click Edit.

4. Give the new account a unique Name.

5. Provide the Hostname, Port, Directory, Password, and Confirm Password for the SFTP account. You must use your own server and not an NICE inContact one.

6. Click Test Connection to verify that you provided the correct account information and credentials. If you encounter errors, see SFTP Account Test Connection Error Details for troubleshooting ideas.
7. When the connection works correctly, click Save.