SFTP Integration

SFTP is an easy and secure way for Carriers to get started integrating with OTR Solutions. Here are the steps you should follow to get integrating with us:

Initial Setup

  1. Send an email to [email protected] with the subject line, "CompanyName - New Carrier SFTP integration". This email should include the following items in the body of the email:
    1. Your company name
    2. Your MC or DOT number
    3. The IP address of the machine that will be submitting the files
    4. The type of integrator that you are. In this case, it would be Carrier.
    5. Your contact email
  2. After the integration request has been received by the integrations team and has processed the request, you should receive a secure email with the following information:
    1. The Host Server URL
    2. Username
    3. Password
    4. An Invoice Template CSV
    5. A copy of the instructions on how to submit an invoice

Submitting Invoices

After you have received the credentials for SFTP you are ready to start submitting invoices using SFTP. While there are multiple ways to accomplish this, we recommend using a client such as FileZilla. To submit an invoice and its documents for processing please do the following:

  1. Type in your credentials for SFTP into the software you are using and connect to the fileshare.

  2. Once you have connected, you should be in the inbound folder of your fileshare. This is where you will submit the CSV containing the invoice data as well as any files associated with said invoices. The CSV file should follow the template you were sent in the email with your credentials and will also be available in the templates folder.

  3. The following is required to submit invoices:

    1. A CSV file with all invoice data in the second row and beyond. We omit the first row as a header row.
    2. A PDF per invoice line in the CSV. The PDF filename MUST include the associated invoice number for it to be properly associated.

Our invoice processor will check for updates in your inbounds folder every 15 minutes. Once your invoices have been processed, the CSV will be moved to the processed folder in the root of the fileshare while the invoice documents will remain in the container for 7 days.