Full Cloud Setup Guide

This article will guide you through the process of setting up the full cloud version of Syncrofy. Please contact Syncrofy support with any questions or if you would like to request assistance from one of our technical experts.

For the Syncrofy hybrid cloud setup, go here.

Configuring Syncrofy Features

1. Set up your own company's EDI identifiers.
2. Set up subsidiary company identifiers. 
3. Set up trading partners.
4. Configure users, groups, and permissions.
5. Set up rules (SLA rules, validation rules, etc.)
6. Configure data sources.

Configuring Data Sources

To configure HTTPS:

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click "Data Source."
3. Click the "HTTPS" tab at the top of the screen.
4. Configure your file transfer tool to send files you would like to see in Syncrofy to the web address listed under HTTPS URL.
5. In the "Keys" section, click the "Generate Key" link and type in the name you wish to give the key.
6. Click the Generate button.

To configure SFTP:

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click "Data Source."
3. Click the "SFTP" tab at the top of the screen.
4. Click the Generate Private Key button.
5. Configure your SFTP client with the Server, Username, and Private Key that are presented to you on the screen.