# Accounting file transfer via SFTP

Get answers to all of your questions regarding Brex

**URL Source:** https://www.brex.com/support/accounting-file-transfer

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## Overview

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Brex provides a Secure File Transfer Protocol (SFTP) server that you can use to:

- **Import** CSV files to update accounting field values (e.g., project codes, customer names) automatically in Brex.
- **Export** codified transaction data for import into your ERP.

**Note**: This functionality may not be available depending on your current accounting configuration. Please contact your Brex representative for more information.

## Key setup

You can get started by creating the private and public key-pair. Follow the steps below according to your operating system.

### For Linux and macOS users

Run this command into a terminal: ssh-keygen -q -t rsa -b 4096 -N "" -f $HOME/Documents/brex-sftp

### For Windows 10 users

**Step 1:** On your desktop, open your _Start _menu and go to _Settings_ > _Apps.  
  
_**Step 2: **_Under Apps & features,_ click _Manage optional features_.

![HC - SFTP 01](https://brand.brex.com/m/37daf814c6d34559/webimage-HC-SFTP-01.png)

**Step 3: **At the top of the list of installed features, click _Add a feature_. If you already have the SSH client installed, it will appear in the list here.

![HC - SFTP 02](https://brand.brex.com/m/12206ebb9f22a79e/webimage-HC-SFTP-02.png)

**Step 4: **Open _OpenSSH Client (Beta)_ and click "Install".

![HC - SFTP 03](https://brand.brex.com/m/67f206f0b0517e3d/webimage-HC-SFTP-03.png)

**Step 5: **Press _Window + R_ and, in the _Run_ dialog, type "powershell'. Press _Enter _when you’re done.  
  
**Step 6:** In the black screen type this command: ssh-keygen -b 2048 -t rsa -f ~/Documents/brex-sftp -q -N  
  
There should be 2 new files in your _Documents_ folder:

- Brex_sftp: This is your private key. Store it securely and do not share it with anyone.
- brex_sftp.pub: This is the public key that you will send to Brex in order to configure your SFTP server.

## Retrieving server credentials

Contact your Brex representative and provide your public key so we can provision an SFTP server for you. After this, your Brex representative will reply with your username and the host information you need to access your SFTP server.  
  
You can now use the credentials to access an FTP client of your choice to retrieve your files.

## Importing accounting field values via SFTP

If you're looking to automate field management, you can upload CSV files to your provisioned SFTP folder. These values will be imported into the Fields Library near real-time. Learn more about [bulk import & management via CSV](https://www.brex.com/accounting-fields).