File Transfer Set-up Options

File Transfer Set-up Options

Teletask now offers the ability to upload your files to our server or through the website portal or directly from your computer or server. Once enabled, the Teletask Support Team will provide you with the information you need to get set-up.

Option 1: Upload through Website Portal

Using the website portal means that you can upload files from any computer without having to have specific software installed or access to a server. Once the Teletask Support Team has set up your account you will see the Upload button on the top gray bar. 

This option can be used in combination with Options 2 or 3. If you would like this option but don't see it on your account, reach out to Teletask Support to see about having it enabled.
  1. Log-in to the web portal at:  hms.teletask.com

  2. Select the Upload option on the top gray bar.


  3. The upload option will open. Drag a file into the upload box.


  4. The file will display in the box. Press the Upload button to send the file to the server.


  5. Within 1-15 mins you will see the messages appear on your Dashboard.

Option 2: Use the Teletask SFTP Client

The Teletask SFTP Client works similarly to the existing Teletask Transfer Client (which will no longer be supported). Once the Teletask Support Team has set up your account, you will receive your username and password to log-in with. You may need your IT Team's assistance with this set-up.
  1. Install the Teletask SFTP Client: Download which needs to be installed on a non-virtual machine. It can be installed on a local machine or server.

  2. Log-in to the Teletask SFTP Client using the credentials provided by Teletask Support.


  3. For the Local Path indicates where the files will be saved. You can leave this as the default SFTPUpload folder or change it.

  4. Users will drag the file into the SFTPUpload folder (or other folder specified in Step 3). The file will be sent to us and then deleted out of the folder and the associated message will appear on the dashboard.

    Option 3: Upload to Server

    Once the Teletask Support Team has set up your account, you will receive your username and password to log-in. Please reach out to your IT Team for assistance with setting up the transfer process. 
    1. Choose a File Transfer software to use to send the files to us.
      1. FileZilla
      2. WinSCP
      3. Command Line Utility
      4. Other SFTP File Transfer Software Applications

    2. Connect to our server
      1. File Protocol: SFTP
      2. Server Address: Provided by Support Team
      3. Port #:22
      4. Username and Password: Provided by Support Team
      5. Firewall exceptions will need to be made for the server address and the server IP address

    3. Send the files to our server
      1. Automated Options (Note: We do not support passwordless log-ins with SSH keys)
        1. Scripts
        2. Batch Process
      2. Manual Options
        1. Drag and Drop the file onto the server

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