To automatically synchronize data with your Declaree Administration, you can use your own Declaree Exchange account. With the help of this, files can be exchanged periodically between Declaree and your existing system (e.g. approved expenses, personnel, cost centers and exchange rate data).
How do I create an SFTP account?
For Windows users:
First step is to download a key generator. We advise to download Putty Gen from http://www.putty.org/ click on ‘You can download PuTTY here”. Scroll a bit down and under Alternative binary files you will find the following:
Open the Puttygen and press Generate. Move the cursor until the bar if full.
Press Save public key. Name the file for example: FTP public key. Then Press save Private key name the file for example: FTP private key
Note: Do not generate a new key in between!
After you saved them both, open the public key in notepad:
First remove the following:
---- BEGIN SSH2 PUBLIC KEY ----
---- END SSH2 PUBLIC KEY ----
It will look something like this:
Second, add ssh-rsa in the beginning and put everything on one single line (by removing the ‘enters’). It will be like this:
Save the file.
For Apple/Linux users:
- Open the terminal.
- Enter the following command: ssh-keygen -t rsa -b 4096 -C "[your email address]".
- Select a folder in which you want to save the keys.
- Leave the passphrase blank by clicking "Enter" twice.
- Add the public key (id_rsa.pub) in Declaree.
Now we move to Declaree.
Go to Settings – Import & Export – FTP account and you will see the following page:
Take a note of the FTP account and Hostname. We will be needing both in a bit. Then upload the public key by clicking on Choose file and selecting the public key file you just saved.
Next we need a program to connect to the FTP server. We advise to use Filezilla. This can be found here: https://filezilla-project.org/download.php?show_all=1
Once downloaded and installed, open FileZilla. Press the icon under ‘File’:
Click on New site:
The setup should look like this:
Protocol: Select SFTP
Host: ftp.declaree.com or ftp.declaree.de (Depending on the administration, this information can be found in Declaree under Go to Settings – Import & Export – FTP account)
Logon Type: Key file
User: This information can be found in Declaree under Go to Settings – Import & Export – FTP account
Key file: Upload private key that you have saved earlier.
You can now connect.
2. Projects and Activities in two separate Excel or CSV-Files;
|Projekt Code||Projekt Name|
|Activitiy Code||Activitiy Name||Project Code|