External Connections

External Connections allow you to upload Scheduled Reports to your company's FTP, SFTP, or Amazon S3 file storage destinations. Once set up, you will be able to select from these external connections when creating new scheduled reports or editing existing ones.

Setting up an External Connection will give Users additional options when they are saving and scheduling Reports:

• The Email Schedule checkbox will be renamed Email and Upload Schedule:

• After selecting the Email and Upload Schedule checkbox, Users will see an External Connection drop-down menu where they can select where the report will be sent:

Add an External Connection

To add a new External Connection:

1. Go to your Account Menu and select Settings.

2. In the Settings sidebar, click External Connections in the Integrations section.
3. Click the + Add External Connection button.

4. Use the Type drop-down to select your connection type: FTP, SFTP, or AWS S3

5. Each connection type has its own requirements. The sections below cover these requirements in more detail.
6. Once you've entered the required connection information, click the Save button in the bottom right.

External Connection Types

FTP

For FTP connections, enter the following information:

1. Name - Enter a name for the External Connection. This is how the connection will appear in Fleetio.
2. Server - The URL or IP Address of your FTP server
3. Port - Your FTP port
4. Username - Your FTP Username
5. Password - Your FTP Password
6. Folder - The location where files will be stored

SFTP

For SFTP connections, enter the following information:

1. Name - Enter a name for the External Connection. This is how the connection will appear in Fleetio.
2. Server - The URL or IP address of your SFTP server
3. Port - Your SFTP server port
4. Username - Your SFTP username
5. Password - Your SFTP password
6. Private Key - Your SFTP private key
7. Folder - The location where files will be stored

AWS S3

For AWS S3 connections, enter the following information:

1. Name - Enter a name for the External Connection. This is how the connection will appear in Fleetio.
2. Access Key ID - Your AWS Access Key ID
3. Secret Access Key - Your AWS Secret Access Key
4. Region - Use the drop-down to select your AWS region
5. Bucket - The location where files will be stored

Manage External Connections

To manage existing External Connections:

1. Go to your Account Menu and select Settings

2. In the Settings sidebar, click External Connections in the Integrations section.
3. You'll see your External Connections listed here. To Edit or Delete a connection, click the More Actions button.
   • Select Edit to modify the information shown in External Connection Types above.