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 *  1. ITA Group's Cooleaf Technology Onboarding Guide
       
       
   
   Census Management



Census Upload

We make it simple to upload your data!

Once your 

Census File

 is complete, with no error, let your Onboarding Customer Success Manager know
and you’ll be provided with a secure account to Files.com to upload your file
to.


UPLOAD CENSUS INFORMATION VIA SFTP

SFTP allows you to automate secure data transfers to the Cooleaf technology.
We’ll check for a new file every week and update your data automatically. Use
the following steps and information to connect to Files.com.

To get started:

 1. Provide us with the contact email address to set up your Files.com account.
 2. We recommend you provide us with an organization email account that your IT
    Team has access to like it@itagroup.com or supportteam@itagroup.com, but you
    can provide us with an individual's email if needed.

Note: This will need to be changed in the future if that individual exits your
company.
 1. Please check your spam folder if you do not receive our invitation! You will
    set up your account and password via the Files.com Welcome email.
 2. We can create new accounts for additional people as needed.
 3. Files.com can support password-less logins from your FTP with an SSH Key. If
    you would like an SSH Key, please let us know.

Once you've successfully created your account, it's time to take the next step.

Connect your FTP (File Transfer Protocol) or SFTP (Secure File Transfer
Protocol) client to Files.com. Follow these instructions to establish the
connection:

 1.  Connect your FTP or SFTP client to Files.com!
 2.  You can connect to your Files.com account with any modern FTP or SFTP
     client.
 3.  You just need a few details to connect:
 4.  Host / Server Name: cooleaf.files.com
 5.  Set the port number to 21 for FTP or 22 for SFTP
 6.  Choose "FTP" or "SFTP" as the protocol, depending on your client's options.
 7.  Username: Enter your account username.
 8.  Password: Enter your account password.
 9.  For example:
 10. Host Name: cooleaf.files.com
 11. Username: bobsmith
 12. Password: abc123
 13. Send your completed CSV Census File and set your schedule!
 14. Naming conventions: (OrgNam)_cooleaf_census_(mmddyyyy)
 15. Example: initech_cooleaf_census_02112023.csv
 16. Schedule your file to push to use each week, on Sunday evenings, but no
     later than Monday mornings at 7 am EST.
 17. Files are updated up by our system weekly at 5 AM on Tuesdays.

By following these steps, you'll be able to connect your FTP or SFTP client to
Files.com and enjoy efficient file management.

Note: SFTP Completion Goal within 30 Days of Go-Live

NEED MORE HELP?

If you would like further details about using a desktop FTP client, then
please check out Files.com's (formerly Evavault's) tutorial pages.


MANUAL UPLOAD

You can manually upload a data file via the HR Panel in the Cooleaf
platform. Learn more here.










TABLE OF CONTENTS

 * Upload Census Information via SFTP
 * Need More Help?
 * Manual Upload