How to: Upload Data to SFTP

Summary:

To establish SFTP access with ProviderTrust, organizations must request credentials through Client Care or their Implementation Project Manager, typically delivered within 5–7 business days. Connections are made via sftp.providertrust.com on port 22, with files placed in designated “service/monitor” directories for individuals or organizations. Processed files are automatically removed for security, while errors appear in “service/failed.” ProviderTrust supports password or public key authentication, ensures encryption in transit and at rest, and accepts CSV or PSV file formats at any time.

________________________________________________________________________________________

How do I set up SFTP for my Organization?

1. Set up Username/Password

To obtain access, request an SFTP username and password from Client Care or your Implementation Project Manager:

• Phone: 615-938-7878

• Email: support@providertrust.com

Credentials will be securely delivered within 5–7 business days.

2. Enter the correct URL

 Host URL: sftp.providertrust.com
 
3. Select folders for File Delivery

Within your account, navigate to:

• service → monitor → individuals (for individual-level files)

• service → monitor → organizations (for organization-level files)

For ProviderTrust, the sub-directories will be named "individuals" and "organizations." File specs can be found below:

• How To: Create An Individual File Upload
• How To: Create an Organization File Upload

SFTP Port: 22
Once files are processed, they are automatically deleted from the server for security.

4. Review File Errors

If a file fails to process, error logs can be found in:

• service → failed → individuals

• service → failed → organizations

For additional details, see: How To: Review Unsuccessful File Errors

SFTP FAQs: 

1. Protocol Type: SFTP
2. Authentication: Password or Public Key
3. Encryption: Data is encrypted in transit via SFTP and at rest via AWS. 
4. Password/User Name Support: Request directly from ProviderTrust support. Credentials are delivered securely to your IT contact.
5. Destination Directory: Configurations vary by organization; details will be provided during onboarding.
6. Host URL:sftp.providertrust.com
7. Port: 22
8. Outbound File Name: No required format, but including company name, file type, and timestamp is recommended.
   Example: Test Hospital – Individual File – January 1, 2020
9. Scheduling: Files may be sent 24/7. Frequency and timing can be coordinated with ProviderTrust.
10. Supported File Types: CSV and PSV (encrypted files such as PGP are not accepted).

11. Technical Contact: Your Implementation Project Manager or Client Care Team will provide a primary contact for setup and support. Escalations will be coordinated promptly if needed. Request directly from ProviderTrust support.