We're excited to share information about the SFTP option for Balance exports! This feature provides a secure and automated way to transfer your financial data to external systems. Below, we outline the technical requirements, implementation process, and associated costs.

Benefits of SFTP Exports

• Automation: Eliminate manual data transfers and reduce human error.
• Security: Secure transfer of sensitive financial information.
• Efficiency: Streamline your financial reporting processes.
• Scalability: Easily handle growing data volumes as your organization expands.

Technical Requirements

SFTP Server Configuration

• Server Specifications: You'll need a dedicated FTP server or access to an existing FTP server with sufficient storage capacity.
• Authentication: SFTP (SSH File Transfer Protocol) is recommended for secure transfers, requiring SSH key pairs or username/password authentication.
• Network Configuration: Ensure your firewall allows connections on the standard FTP port (21) or SFTP port (22).

What We Need From You

• Export Frequency (daily, weekly, monthly, etc.)
• Configuration Settings:
  1. Host name
  2. File path/File name pattern/File Name
  3. UserName/ Password or PrivateKeyPassword

Note: File name is only required if you need a specific naming format implemented.

Pricing

Service Component	Estimated Cost	Notes
Initial Setup Fee	$ 500	One-time charge per database
Annual Maintenance	$ no charge at this time	Ongoing support and updates

Additional considerations that may affect pricing:

• Custom data transformation requirements
• Non-standard server configurations
• Integration with multiple systems
• Advanced security requirements

SFTP Implementation Process

We'll first have you sign a Statement of Work. A Statement of Work (SOW) is a contract between Evertrue and the customer outlining the scope of work and cost estimate for the project.

Once this SOW is signed, we'll ask you to provide your configuration information. Then our engineers will configure the Balance system to connect to your FTP server. Once that's complete, we'll have you test receiving an export file and go from there. 

Next Steps

To proceed with implementing the SFTP export option for Balance, please contact support.balance@evertrue.com

Frequently Asked Questions & Technical Specifications

Note: our Import Types article contains full templates with technical specifications.

What file types are supported?

Balance supports the most common data formats to ensure compatibility with your existing systems. Supported extensions include:

• .xlsx

• .xls

• .csv

These formats cover 96% of the 850+ export types we currently process. Note: We no longer support XML file types.

What formatting options are supported?

Our import engine is flexible and can be configured to handle various data structures, including:

• Headers & Footers: Files containing summary rows or header metadata.

• Custom Delimiters: While CSV (comma-separated) is standard, we support custom delimiters such as Pipe characters (|).

• Variable Columns: We can configure the import to handle variable column widths as needed.

Why does "Export Automation" still require a manual touch?

Currently, while imports (sending data to Balance) are fully automated, some export workflows (getting data out of Balance) may still require a manual step.

We are looking to eliminate all manual touches to make the process 100% hands-free. If your workflow requires more advanced settings or deeper automation to remove manual intervention, please share your Product Feedback with your implementation contact. Your input helps us define the requirements and priority for future automation features.