What is SFTP?
SFTP (SSH File Transfer Protocol) is a way to access, transfer, and manage files securely over the internet. It runs on top of SSH, which means all communication is encrypted and requires authentication before any data moves.How It Works
Our SFTP server uses public key authentication for secure, passwordless access:| Setting | Value |
|---|---|
| Connection Type | SFTP |
| Authentication | Public Key |
Steps to Connect
Generate a public key and send us the .pub file
Generate an SSH key pair and email the
.pub file to your customer success manager. Don’t worry — public keys are public and can be sent unencrypted.We create a username tied to your key
BenefitFlow will create a username for your organization and associate it with the public key you provided.
Connection Details
| Setting | Value |
|---|---|
| Server | s-8a5ee082c03e40c7b.server.transfer.us-east-1.amazonaws.com |
| Username | Your company name (provided by BenefitFlow) |
| SSH Private Key | The private key that corresponds to the public key you gave us |
| Port | 22 |
Example Connection Setup
Below is an example of how to configure your SFTP client (shown using Cyberduck):
Working with Data
Once connected, you’ll see five folders — one for each dataset:| Folder | Dataset | Description |
|---|---|---|
broker/ | Broker | Brokerage firms with aggregated metrics |
brokerContact/ | Broker Contact | Individual contacts at brokerages |
brokerOffices/ | Broker Office | Office locations with local metrics |
employer/ | Employer | Employers with benefits program details |
policy/ | Policy | Individual insurance policies per employer |
TYPE-YYYYMMDD.csv (e.g., EMPLOYER-20260405.csv).
Data is refreshed every Saturday.
Bulk Data Schema Reference
Complete field-level reference for all five datasets — column definitions, data types, join keys, and implementation notes.