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SFTP connection

B2Brouter allows you to integrate your management or ERP system with the platform through different types of connectors. One of the available options is the connection via SFTP server, which enables the automated and bulk exchange of electronic documents.

To activate this type of integration, you need an active subscription to the eDocExchange product.

There are two SFTP connection modes depending on where the server resides:

  • SFTP server → B2Brouter acts as the server: your ERP connects to an SFTP account hosted on B2Brouter’s servers to upload and download documents.
  • SFTP client → you manage the SFTP server: B2Brouter connects to your own server to deposit the received documents.

B2Brouter hosts an SFTP account with dedicated credentials for your company. Your ERP deposits the documents to be sent there and retrieves the received ones from the INBOX folder. This is the right mode when your ERP can connect to an external SFTP and you do not want to maintain your own server.

  1. Log in to your B2Brouter account and go to Developers > Connectors.
  2. In the left-hand menu, select SFTP server.
  3. Click Activate.
  4. The system will display a temporary password in a banner. Copy it and store it in a safe place.
  5. In your SFTP client, configure the connection details provided by B2Brouter:
FieldDescription
HostAddress of B2Brouter’s SFTP server
PortConnection port shown when activating the connector
UserAutomatically generated by B2Brouter
PasswordAutomatically generated by B2Brouter

You manage the SFTP server, and B2Brouter connects as a client to deposit the received documents on it. This is the right mode when you already have your own SFTP server and prefer B2Brouter to deliver the documents there.

  1. Log in to your B2Brouter account and go to Developers > Connectors.
  2. In the left-hand menu, select SFTP client.
  3. Provide the access details for your server:
FieldDescription
HostAddress of your SFTP server
PortUsually 22
UserAccess credentials for your server
PasswordAccess credentials for your server
DirectoryDestination path where the files will be deposited (optional)

The connector is only the transport channel between your ERP and B2Brouter. To define which documents are sent and received, and in which format, you must configure the sending (eSender) and receiving (eReceiver) services:

Configure the eSender and the eReceiver