Documentation Index

Fetch the complete documentation index at: https://knowledge.uportal360.com/llms.txt

Use this file to discover all available pages before exploring further.

SFTP Access and FAQ

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Universal Account Servicing (UAS) hosts an SFTP server for secure data and file management with our partners. It is our preferred method of data transfer for large files, or any files containing sensitive PCI, PII, HIPPA, or any other protected forms of data (in addition to standard file encryption protocols). UAS provides multiple, convenient ways to access our shared files, documented below. Check out the FAQ at the end of this article if you’re experiencing any issues.

Access via Web

Our website is the easiest and most convenient way to access our SFTP. Using any common browser (Microsoft Edge, Google Chrome, Safari, or Firefox), navigate to the URL listed below. You’ll be prompted to enter the username and password provided to you by UAS. Once you have entered that information, click the “Sign in” button. You may be prompted to reset your password the first time you log in.

URL: https://files.uportal360.com/web/client/login

Access via SFTP

Our SFTP may also be accessed via the standard sftp protocol. Generally, our website is the easiest way to access files - only continue with this section if you know you need a dedicated SFTP connection. This is typically for automated connections, or for advanced users.

Advanced Users Notice

We highly recommend using our website to access your files. We ask that you only continue through this section if you are setting up an automated connection, or understand how to use the sftp protocol.

SFTP Protocol Details

Item

Value

Protocol

sftp

Host

sftp.uportal360.com

Port

2022

SFTP Authorization

You may use either your username and password, or an SSH key for authorization. You can manage your SSH keys online. Not sure how to add an SSH key? See the instructions below.

Add an SSH Key

  1. Sign into https://files.uportal360.com

  2. At the top right corner, hover over the user icon, and select “Profile”

  3. Paste your SSH public key into the “Public Keys” section, then hit the “Save” button at the bottom-right of the screen

SFTP Software

Optionally, you may use a dedicated client to access our SFTP.  A common option is FileZilla.

Download and Install FileZilla

FileZilla Software Download Website

Instructions on how to Install FileZilla: FileZilla Installation Instructions

Using FileZilla Site Manager

If you use FileZilla, we recommend that you use its Site Manager feature to load our SFTP server as a favorite.

FileZilla Site Manager Tutorial

Sample of Site Manager setup for our sFTP Server

Test your connection.

MacOS Terminal: nc -vz sftp.uportal360.com 2022
If successful, then you will see: Connection to sftp.uportal360.com port 2022 [tcp/down] succeeded!*

Windows PowerShell: Test-NetConnection sftp.uportal360.com -Port 2022

PS C:\Windows\system32> Test-NetConnection sftp.uportal360.com -Port 2022 
...
TcpTestSucceeded : True

SFTP FAQs

What is SFTP?

SFTP stands for “SSH File Transfer Protocol” or “Secure File Transfer Protocol” - it is a standardized interface for remote file operations. It allows users to manage and share files on a remote server.

I forgot my password

Use the “Forgot Password?” link on the log in page to reset your password via email, or navigate to the following link:

URL: https://files.uportal360.com/web/client/forgot-password

Every time I sign in, a file is downloaded instead!

Make sure you use the correct sign in link, listed below. Links may be generated for individual file downloads and you’re likely using one of those links. If you’re using a bookmark, delete that bookmark and bookmark the link below.

URL: https://files.uportal360.com/web/client/login

What timezone is the created/updated date using?

The website uses your browsers configured timezone. Most browsers default to using your operating systems timezone.