How to schedule a report as SFTP?

SFTP stands for Secure File Transfer Protocol. It’s a safe and reliable way to transfer files between systems over a secure network. Unlike traditional file transfers, SFTP encrypts both the data and the credentials, ensuring sensitive information-like employee reports- is shared without risk.

SFTP allows you to automate report sharing by securely exporting files directly to your internal servers, BI tools, or other systems—no manual downloads or email forwarding needed.

With Keka’s SFTP Automation, this process becomes seamless. Organizations on the Strength and Growth plan can now schedule employee and time & attendance reports to be securely exported via SFTP directly to their servers or systems. 

Let’s explore how you can set up and start using SFTP automation in Keka to streamline your reporting and system integrations.

Before you can start using the SFTP scheduler, you need to establish a connection with your SFTP server. 

1. Navigate to Global Settings > Integrations and Automation > Data Automation and click on Create New Connection to set up your SFTP connection.
   
   
2. Enter your SFTP credentials (username and password or private key) provided by your IT team. Click Test Connection to verify, and then click Create once successful.
   
   
3. To schedule a report, go to Org > Dashboard > Employee Reports or Time and Attendance Reports, and open the report you wish to export.
   
   
4. Apply the required filters, click Run, and then choose the SFTP Schedule option.
   
   
5. Select your established SFTP connection, enter a file name, specify the directory (use “/” for the main folder), and click Schedule to automate the export.