Accounting file transfer via SFTP

OverviewKey setupRetrieving server credentials

Overview

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Brex provides a Secure File Transfer Protocol (SFTP) server that you can use to export your codified transaction data via SFTP and safely retrieve it at any time. Note: This functionality may not be available depending on your current accounting configuration. Please contact your Brex representative for more information.

Key setup

You can get started by creating the private and public key-pair. Follow the steps below according to your operating system.

For Linux and macOS users

Run this command into a terminal: ssh-keygen -q -t rsa -b 4096 -N "" -f $HOME/Documents/brex-sftp

For Windows 10 users

Step 1: On your desktop, open your Start menu and go to Settings > Apps. Step 2: Under Apps & features, click Manage optional features.

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Step 3: At the top of the list of installed features, click Add a feature. If you already have the SSH client installed, it will appear in the list here.

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Step 4: Open OpenSSH Client (Beta) and click "Install".

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Step 5: Press Window + R and, in the Run dialog, type "powershell'. Press Enter when you’re done. Step 6: In the black screen type this command: ssh-keygen -b 2048 -t rsa -f ~/Documents/brex-sftp -q -N There should be 2 new files in your Documents folder:

  • Brex_sftp: This is your private key. Store it securely and do not share it with anyone.
  • brex_sftp.pub: This is the public key that you will send to Brex in order to configure your SFTP server.

Retrieving server credentials

Contact your Brex representative and provide your public key so we can provision an SFTP server for you. After this, your Brex representative will reply with your username and the host information you need to access your SFTP server. You can now use the credentials to access an FTP client of your choice to retrieve your files.

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