In order to transfer your data to Heydoc from your previous system or from your local
computer, we recommend that you use the Heydoc Secure File Transfer Protocol (SFTP). An SFTP creates a secure bridge between the data-holder's computer and Heydoc.
Note: Never send data to us by email as this is not a secure method and could be considered as a data breach for us.
In this article:
To connect to the Heydoc SFTP, you will need a file transfer program such as FileZilla.
You must also make sure that you have received the following credentials from Heydoc:
Host Address: sftp.heydoc.co.uk
Username: The unique practice ID provided by Heydoc
Key File: A downloadable .pem file which will be sent to you by email with Egress
If you have not received all of the above, then contact the Customer Success team at: email@example.com
Download the Key File from Egress
When Heydoc provides you with the SFTP credentials, the Key File will be sent by Egress (a secure email client). This is an extra security measure to ensure your SFTP login credentials are not compromised.
1. Open your email client, then open the email from Egress.
2. Click Open Secure Email.
3. Create an Egress account using the same email address that the SFTP key was sent to.
4. Go to your Egress account, then go to the Recently Received tab on the left-hand side.
6. Select the attachment.
7. Click Download.
You will use this downloaded Key File when you connect to the Heydoc SFTP.
Connect to the Heydoc SFTP
If you have met all the requirements, you can then connect to the Heydoc SFTP. The following steps are for connecting with FileZilla:
1. Open FileZilla, then click the Site Manager icon in the top left-hand corner. The Site Manager window appears.
2. Click New site.
3. Stay in the General tab, and fill in the following fields:
Protocol: SFTP - SSH Fil Transfer Protocol
Port: Leave blank
Logon Type: Key File
User: Enter the unique practice ID provided by Heydoc
Key file: Click Browse and insert the downloaded .pem file that was sent to you by Egress. This key file acts as a password for you to log in and connect
4. Click Connect at the bottom of the Site Manager window.
When you have connected to the Heydoc SFTP, you will then be able to upload your data to Heydoc.
Upload your Data (FileZilla)
When you have connected your file transfer program to Heydoc, you can then upload your data. The following steps are for uploading your data to FileZilla.
On the left-hand side of FileZilla, you will see Local site, which displays your device's local folders and documents. On the right-hand side of FileZilla, you will see Remote Site, which is Heydoc's remote folder that you can upload your data to.
1. Right click a file from the Local site area of your FileZilla.
2. Select Upload.
The file will upload to our remote site.