Integration
Vault support integration with up to 5 secure FTP servers/endpoints. Vault automatically polls the SFTP servers/endpoints once daily (around 4 AM in your domain’s time zone) for a new zip file containing files for all the users.
Vault admins and domain admins can also do a manual/on-demand sync at any time. Vault supports zip files that are password protected. Admin needs to provide the password as part of the integration setup
Vault supports uploading files from different SFTP servers to different vault folders, such as one SFTP server is for fetching monthly payslips info and a second FTP server is for fetching yearly tax documents.
This section describes the steps for integration:
Switch on the toggle switch to enable the integration.
To configure endpoints:
SFTP URL: Enter the full endpoint where the zip file has to be fetched from. For example - 'sftp://IPAddress/Folder/SubFolder/ArchivedFileName.zip'.The files present directly inside the zip file have to follow a naming convention. The naming convention is - '[EmployeeID]-NNN-[DDMMYYYY]-NNN.pdf'. [EmployeeID] will be used to identify the user's whose vault the file would be uploaded in. [DDMMYYYY] will be used to fetch the month & year and will be appended to the 'Auto-Prefix Label' field value to form the full end user filename. For example: If [EmployeeID] is set to '10001', [DDMMYYY] is set to '01102021' and Auto-Prefix Label is set to 'Pay Slip' then the file name uploaded in the vault of user with employee ID 10001 will be named: 'Pay Slip Oct-2021.pdf'.
Zip file password: Vault supports zip files that are password protected. Admin needs to provide the password as part of the integration setup.
Select folder: Select the vault folder of the user in MangoApps in which the file got from the FTP server should be uploaded.
Auto Prefix label: Text here will be auto prefixed to the name of all files that are fetched from the above URL and uploaded in the above folder.
Click + Add More to configure another SFTP folder.
Authentication (Optional): Vault supports integration with SFTP servers that required authentication via a login ID and password.
Save and Fetch Now: Click to save and fetch the monthly payslip's information.
Save: Click to save the information.
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