...
Your IT professional will have to create an FTP/SFTP site. Here are some instructions we found on the internet:
https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Once you have created your FTP/SFTP site, provide XeBee Records the following information:
FTP Host |
|
FTP User |
|
FTP Password |
|
FTP Folder Name |
|
FTP Port |
|
FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS) |
|
Local or UNC Path for FTP |
|
Once you have forwarded XeBee Records the FTP information, they will configure their side and advise SmartAdvocate to configure ours. XeBee Records will provide SmartAdvocate your ID, username, password, API Code and Client ID for their services. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.
Kindly click on the link below to watch our training video on using XeBee Records with SmartAdvocate: