Saving EFT Files to Cloud Services

Why use Cloud Services?

Cloud service platforms offer enhanced security and additional workflow features for efficient file management. By uploading EFT Files to a cloud service drive such as Box.com, OneDrive, Dropbox, Google Drive, etc., you can leverage these features.

When utilizing Orchid's EFT Processing for Sage Intacct to download EFT Files, they are typically saved in the designated download directory of your browser. This directory can either be the default one or a specific location that you have set up.

Depending on your browser, you have the option to configure multiple profiles, each associated with a distinct download directory. This flexibility allows you to:

  • Have one profile to download files to the default "downloads" directory: Use this profile to download non-EFT File downloads, and;

  • Create another profile that you use with Sage Intacct: Use this to download EFT Files to a specified directory. You can then configure this directory to be a cloud service managed directory.

KEY STEPS

Step 1: Install the Cloud Service application on the workstation to map to the cloud service platform

Step 2: Install/configure the cloud service tool (e.g. Google Drive) on the appropriate workstation

Step 3: Configure the "downloads" directory for the required browser profile to be the EFT File Folder (e.g. using Microsoft Edge)

Step 4: Use the EFT Profile to log on to Sage Intacct

Step 5: When you download the EFT File using the EFT Profile, the file will automatically be saved on the cloud service drive.

Step 6: The Cloud service application will sync the file to the Cloud Service platform, using the Cloud Service platform security settings.

The video below demonstrates using EFT Processing with Cloud Services and the setup required.