File Integration Process
This guide outlines the process for integrating with Amili using file transfers. We will work with you to set up secure file transfers and ensure your data is processed correctly.
Getting Started
File integration involves transferring data files from your system to Amili using secure SFTP (Secure File Transfer Protocol). We will help you understand the requirements and guide you through the setup process.
What You Need to Prepare
Before starting the file integration project, please gather:
- System Information: Which system will be providing data to Amili, e.g., Visma Net, Cosmic, EDP Future
- File Export Capabilities: Understanding of how and in what format your system can export data
- Technical Contact: Someone who understands your system's file export features
- Sample Data: Examples of the data you want to transfer (invoices, cases, etc.)
- Integration Goals: Clear description of what you want to achieve with the integration
- Integration Entry Point: Identify whether you're starting with invoice processing, reminders, or debt collection
Step 1: Account Setup
We will configure your account according to requirements and set up SFTP access.
Your Responsibilities
- System Assessment: Clear description of the organizational and data structures that will be represented in files
- Data List: List data types that will be included in files, e.g., Invoice, Case, Cancellation, Payment, Crediting
- Requirements Review: Work with us to define your integration requirements
What Amili Provides
- Account Configuration: Set up your customer account in our system
- SFTP Credentials: Secure access credentials for file transfer
- Technical Consultation: Help you understand file integration requirements and how your data will map to Amili's system
Step 2: SFTP Setup and File Configuration
We will set up secure file transfer access to prepare data import.
Your Responsibilities
- SFTP Access Testing: Test your SFTP credentials and connection to our server
- Test File Upload: Upload test files and ensure these reflect expected production data
What Amili Provides
- Technical Support: Direct assistance with SFTP setup and configuration
- Sandbox Environment: Safe validation of data imports
Step 3: Testing and Verification
Once your file export is configured, we will test the integration thoroughly to ensure everything works correctly before going live.
Your Responsibilities
- Data Verification: Review the data after it's processed to ensure accuracy
- Issue Reporting: Report any problems or unexpected behavior you encounter
What Amili Provides
- Data Validation: We will verify that your files are processed correctly in our system
- Issue Resolution: Direct support for resolving any technical problems
- Error Analysis: Help analyze and fix any file processing issues
Step 4: Production Launch and Go-Live
When both parties are confident the integration is ready, we will activate it in the production environment with careful monitoring.
Your Responsibilities
- Production Readiness: Confirm your system is ready for live file transfers
- Transfer Schedule: Set up your production file transfer schedule
- Go-Live Coordination: Work with us to schedule the production activation
- Initial Monitoring: Closely monitor the first few days of production file transfers
- Issue Escalation: Have a clear process for reporting any production issues
What Amili Provides
- Production SFTP Access: Activate your integration in our live production environment
- File Processing Monitoring: Continuous monitoring of file processing and data accuracy
- Support Team Access: Provide contact information for ongoing technical support
- Processing Reports: Regular reports on file processing performance and data quality
- Issue Response: Rapid response to any production issues or concerns