Stedi connects to an external SFTP, FTP, FTPS server to exchange files with your trading partner. This could either be a server that your trading partner hosts, or a server that you host outside of Stedi on existing infrastructure. This is the most common connection type to use, since most large trading partners will require you to connect to their server instead of using yours.
Your trading partner will provide you with the connection information required to set up the connection. This typically includes the server address, port, username, and password or private key.
Create Remote SFTP/FTPS connections
To create a Remote SFTP/FTPS connection:
Select Remote SFTP/FTPS as the Connection Type.
Enter the Host (the remote server address) and specify the Port.
Enter authentication credentials. Enter a Username, and either a Password or a private key from your local machine.
Specify the Root directory to use in the remote server.
Stedi will automatically suggest an internal Connection name. This is never visible to your trading partner and is used for unique identification with your Stedi account only. If the name that’s suggested isn’t sensible to you, you can change it to anything you wish. You cannot edit the name after it has been created.
(Optional) Use the Advanced menu if you need to specify the number of Retries, the Connection timeout, the Socket timeout, and SFTP algorithms to use.
Note: We recommend using the default settings for the majority of use cases. Contact support if you are unsure what settings to use and we’d be happy to help you figure out the right settings.
Configure Inbound settings.
Set the remote directory where Stedi should retrieve inbound EDI files from your partner. You can use the suggested default if your partner has not provided a specific directory.
Use the toggles to set:
- How often to poll the remote server
- Whether to retrieve only new files created since the last fetch
- Whether to delete files after retrieval.
(Optional) Set a Filter pattern (regex expression) that Stedi will use to retrieve and process files. Stedi only processes files that match the regex criteria.
(Optional) Choose a File encoding format. We recommend leaving this as UTF-8 unless you know your partner will be sending files with a different encoding type.
Set the the remote directory in Outbound settings where Stedi should put generated EDI files for your partner to retrieve. You can use the suggested default if your partner has not provided a specific directory.
Click Create connection to save the connection.
You can now associate this connection with one or more transaction settings and use it to exchange files with your trading partner.
Test the connection
We recommend testing your connection immediately after creation to ensure you can connect to the remote server. To test the connection:
- Go to the Partnership and click the ellipses (…) next to the SFTP/FTPS connection.
- Select Test.
- Stedi will attempt to connect to the remote SFTP/FTPS server using the credentials provided in your connection and will show a success or error message accordingly.
Fetch files manually
You can disable automatic polling and retrieve files manually when needed. For example, you may want to retrieve files manually when testing or troubleshooting the connection.
To manually fetch files:
- Go to the Partnership and click the ellipses (…) next to the connection.
- Select Fetch now.
Status and logs
Each Remote SFTP/FTPS connection’s status and logs can be found on its overview page. To view the overview page, go to the partnership and click the connection’s name.
An Available connection status indicates that Stedi is able to connect to the remote server.
The Logs detail each connection and polling attempt.
Enabling a static IP address ensures that your Remote SFTP/FTPS connections always use the same source IP address when communicating with a remote server. This may be required if one or more of your trading partners need to add your IP address to an allowlist to enable access.
You can enable a static IP address from the Settings page.