To successfully set up SFTP, you’ll need IT support on your team and from your HRIS provider. Because this integration requires so much from your HRIS, we cannot provide technical support on the setup from their side.
Step One: Set up your SSH Key Pair
To set up an SFTP integration, you will first need to set up an SSH Key Pair. This ensures a secure connection between your HRIS and our system.
An SSH key pair is a pair of unique keys that are generated by you and then saved on your computer. The difference between a private and a public key is that the private key is used only by you (or a select few), and a public key can be shared with others.
Open your Command-Line tool
If you’re using a Mac OS:
command + spacebar to search
type ‘terminal’ to open the native command line tool
If you’re using a Windows OS:
Select the Start button
Type ‘cmd’ into the search bar
Select ‘Command Prompt’ from the list
Generate the key pair
Run the command ssh-keygen -t rsa to generate a new key pair.
When prompted, enter a file path and filename to save the new key pair to, for example users/firstname.lastname/department-key-pair/[filename].
You can now navigate to the file in which your keys are saved and:
Copy the private key to your HRIS or SFTP client
Step Two: Upload your Public Key to Small Improvements
After you have generated a key pair, you need to upload the public key to Small Improvements. The public key will be in the format [filename].pub. It’s important that you do not upload the private key, that must be kept secret.
Go to Admin -> Integrations -> SFTP
Paste the contents of the public key file into the area shown above and press “Save”.
Step Three: Connect your SFTP client with us
After you have sent us the key, you will give your provider the following information with help from us.
Most SFTP clients require the following:
Server: sftp-us.small-improvements.com (if you’re an EU customer, please contact us)
Port: 2222
Username: Visible under integrations -> SFTP
Password: No password; just use the key file
Directory: /
Your HRIS client will know what to do with this information! Again please ask us to give you the details above with your username.