You can set up a data sync using the inbound file delivery feature to import files to add and edit your admin data in the Admin area.
You may need to edit an existing data sync inbound file delivery setup if your configured notification email has changed or if you need to amend the connection settings.
To edit an existing data sync inbound file delivery configuration, follow the steps below:
How to edit a data sync inbound file delivery
1. Click the Account Name > Admin.
2. In the Integrations section, click the File Delivery subheading.
3. Next to the Inbound File Delivery option you'd like to edit, click the three dots icon and select Configure from the drop-down.
4. On the Notifications tab, enter new or amend existing notification details for your file delivery option.
Notification Email - enter an email address to receive delivery notifications.
Expected File Frequency - select a frequency in line with the expected CSV file delivery of the admin data. If a CSV file is not received when expected, ExpenseIn will notify all users with Admin permission via email.
5. On the Connection tab, review and update the connection details as required.
Connection details - view and copy the connection details to connect ExpenseIn with your SFTP file delivery tool. You can copy the SFTP URL, uniquely generated Username and Password details into your SFTP tool. Click Generate New Password if required.
Allowed IP Addresses (optional) - enter or edit the IP Address(es) if you want to restrict the allowed source IP Addresses for this connection.
Note: We accept individual IP Addresses and IP Address ranges hyphen-separated, either IPv4 or IPv6.
6. Click Update to save any updated information.
If you have reconfigured your connection, we recommend testing the file delivery process manually. To test the process, drop a test CSV file into the remote site area in the SFTP tool before the first frequency date.
Note: If the word 'Test' is in the CSV file's filename, the system will pick up the CSV file, but it will not action any changes.
If your IT team has any issues when following the steps in this Help Article, please contact the Support team.