With Secure File Transfer Protocol (SFTP) integration, you can automate the secure exchange of financial documents between your existing systems and Peakflo.
How does SFTP work?
Secure File Transfer Protocol (SFTP) is a robust and secure method for transferring files over a network. Here’s an overview of how SFTP works:
- SFTP provides end-to-end encryption, ensuring that all data transmitted between the client and server is protected from eavesdropping and tampering.
- SFTP uses multiple authentication methods such as:
- Users can authenticate using a username and password.
- More secure than passwords, SSH keys use a pair of cryptographic keys to authenticate users.
- For added security, SFTP supports MFA, requiring users to verify their identity through multiple methods.
- SFTP uses checksums to ensure that the data received is the same as the data sent, preventing corruption during transfer. Moreover, cryptographic hash functions verify the integrity of files by creating a unique hash for each file, which is checked upon receipt.
- SFTP allows administrators to set specific permissions for users, controlling who can read, write, or execute files. Access can be restricted to certain directories, ensuring users can only access the files and folders they are authorized to use.
- SFTP supports various file operations such as copying, moving, and deleting files remotely.
To integrate your existing system with Peakflo via SFTP, reach out to support@peakflo.co for a detailed walkthrough and assistance.
Dataflow Diagram
Peakflo enables customized and real-time data synchronization from your ERP/Accounting software to Peakflo. This can be utilized for automating accounts receivable and accounts payable. Below is the dataflow diagram for SFTP integration of your existing system with Peakflo.
Common Mapping
- Customers -> Sync Customers from existing software to Peakflo Customers
- Customer Contacts -> Automated sync of Customer Contacts from existing software to Peakflo Contacts
Accounts Receivable Mapping
- Invoices -> Automated sync Invoices and from the existing system to Peakflo Invoices
- Invoices PDF -> Sync Invoices PDF from the existing system to Peakflo Invoices PDF
The custom field data in the invoice file transfer will also be synced to Peakflo.
If you'd like to learn more about custom fields, you can check out this article.
- Customer Payments -> Sync Payments details from existing system to Peakflo Payments
Whenever payments are imported via SFTP, the edit payment functionality in the Peakflo system will be invalid as we consider payment files as Source of Truth. Any edit to payment has to happen via SFTP import only.
- Credit notes-> Sync Credit notes from the existing system to Peakflo Credit notes
- Taxes -> One-time upload of Taxes from the existing system to Peakflo Taxes
- CoA -> One-time upload of CoA data from the existing system to Peakflo CoA
- Inventory -> One-time upload of Inventory data from the existing system to Peakflo Inventory
Accounts Payable Mapping
- Purchase Orders -> Sync Purchase Orders from the existing system to Peakflo Purchase Orders.
- Receipt Notes -> Sync Goods Received Notes from the existing system to Peakflo Receipt Notes.
- Bills -> Peakflo Bills will be synced to the existing software under Bills.