Advantage - Automated Reports
If you use Advantage ERP, you can use Basis to generate CSV files and send them to agencies via FTP. Basis sends all campaigns daily at 12:00 PM CT.
To send campaign billing reports automatically, your organization sets up the Advantage FTP configuration on the My Organization Billing tab.
FTP Host/Site - Location the CSV is sent.
FTP Directory* - Path of the location
If your Advantage software is self hosted, enter the FTP Directory. If Advantage is hosting your system, type a forward slash (/) in this field.
User Name* - Authorized user/log in
Password* - Authorized user's password
Passive (enable/disable) - Passive FTP connection to the server
TLS (enable/disable) - FTP with TLS connection to the server
Advantage receives the CSV files in the specified directory.