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Information for State Agencies

Records Management Services

As referenced in the Master Agreement and upon request, Departments may receive monthly and/or bi-monthly billing data files via Secure File Transfer Protocol (SFTP).

Records Available: NI File - Current Month and S8 File- Cumulative Summary

Requirements For Receiving Data via Secure File Transfer Protocol (SFTP):

  1. SFTP Server - Identify the type of server (must be a stand-alone available 24/7).
  2. Software - Identify the type of software you use to receive a file and process data.
  3. Directory Path - For the file on the server
  4. Identification - Username.
  5. Password - Nonexpiring preferred, risk assessment will be required.
  6. Name/Address of your state department.
  7. Name/E-mail/Phone of technical support.

NOTE: Encryption is available.  For more information, please email Raquel Nelson or call (916) 924-6344.

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