During onboarding, select where the Secure File Transfer Protocol (SFTP) server is hosted and whether you need to send files to TabaPay, receive files from TabaPay, or both. Setup requirements depend on the selected hosting model.

Choose an SFTP Hosting Model

TabaPay supports two SFTP hosting options:

Hosting model	How it works
TabaPay-hosted SFTP	TabaPay hosts the SFTP server. You connect to the server to upload or download files.
Client-hosted SFTP	You host the SFTP server. TabaPay connects to your server to upload or download files.

File Exchange Options

Determine how to send files depending on your hosting choice and reporting needs.

Receive Files from TabaPay

TabaPay-hosted SFTP: TabaPay places files on its SFTP server. You connect to the server and download them.
Client-hosted SFTP: TabaPay connects to your SFTP server and uploads the files.

Send Files

TabaPay-hosted SFTP: You connect to TabaPay’s SFTP server and upload the files.
Client-hosted SFTP: TabaPay connects to your SFTP server and downloads the files.

Set Up TabaPay-Hosted SFTP

If you choose to use the TabaPay SFTP server, you will be set up and receive whitelisting and credentials for the SFTP server.

The following general steps are outlined for your process to gain access to TabaPay's SFTP server.

Note: Configuring this option will result in larger file sizes.

You (merchant/client) confirm you want to use TabaPay’s SFTP server during your boarding.
TabaPay requests your IP addresses to whitelist.
You send in the specific IP addresses to access the SFTP server.
You send in your public key to TabaPay. (Do not share, or expose your private key).
TabaPay allowlists your IP address(es) and configures your SFTP access.
TabaPay sends you the credentials file with information to access the server.
You use the credentials and private key to connect to the SFTP server.

📘
Requiring Encryption to Send Files
If you require your files to be sent with encryption from you to the TabaPay server, you will need to request the public key from TabaPay. Contact [email protected] for help.

Set Up Client-Hosted SFTP

If you choose to give TabaPay access to push files to, or receive files from you will need to pass over any keys or credential to TabaPay to connect to your server.

The following general steps are outlined for your process to allow TabaPay access to your server.

You confirm you want to TabaPay to connect to your SFTP server during your boarding.
You clarify the SFTP URL, or any whitelisting needed.
You send TabaPay the credentials with information to access your server.
TabaPay uses the credentials to connect to your SFTP server.

📘
Requiring Encryption to Send Files
If you require files to be sent with encryption from TabaPay to your sever, you will need to send your public key in addition to TabaPay during the setup process.

Confirming the File Configuration

Before production file exchange begins, confirm:

Files being sent or received
SFTP hosting model
Hostname, port, and directories
Source IP addresses
Authentication method
File naming requirements
Delivery schedule and time zone
File-level encryption requirements
Test-file validation

Using SFTP for Files

The following products incorporate SFTP in reports, files or bot. For questions reach out to your TabaPay representative or email [email protected]..