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File

Document Metadata
Category: Customer / Information → Files / Documents
Audience: Administrators, Support Team, Customer Account Managers
Difficulty: Beginner to Intermediate
Time Required: 5–10 minutes
Prerequisites: Access to the ConnexCS control panel under a customer account; appropriate permissions to upload or manage customer files
Related Topics: Document Guide — overview of document types, Customer Portal Documents — how customers view files.
Next Steps: Use the Files section to upload required documents (e.g., contracts, proof-of-identity, invoices), then manage or request additional customer documents via the customer account interface.

Management File

The File section can store a variety of files, including (but not limited to) audio files for PBX (Private Branch Exchange), rate cards, or a logo for your portal.

Add new file(s)

  1. Navigate to Management File Public then click Bulk Upload at the top of the page and add the logo.
  2. Navigate to the desired directory, select one or more files, then click Open.
  3. The file should appear as the next item on the list if the upload is successful. (You made need to refresh the list.)

Recommended dimensions of the logo: height: 75 px and width: 300 px.

  1. Navigate to Setup Integrations Portal.
  2. Click on the name of the Domain you want to integrate the logo.
  3. A dialog box will appear, click on Advanced option.
  4. Then click on Upload logo and Save it.

Upload Errors

If an error occurs, check your browser settings and operating system for things like firewalls or pop-up blockers which may prevent uploads of a certain type.

Specific file type functions

  • Text to Speech: Under Audio files, select alt text. Enter the text, select the voice, and define the file name. To preview the audio, select Play Voice. When the audio is ready, click Save. In addition, we also support SSML for our TTS.
  • Download: Use Download to download a file you've selected.

Remove files

Select a file from the list and then click the trashcan button.

Auto Archival

We support the automatic archival of rate cards. These can be downloaded in .csv format for convenient access and record-keeping.

SFTP Access

Overview

SFTP (Secure File Transfer Protocol) allows users to securely access and manage files stored within the ConnexCS File System.

Using an SFTP client, users can connect directly to their ConnexCS storage and perform file operations such as:

  • Downloading call recordings
  • Accessing voicemail files
  • Managing uploaded audio files
  • Retrieving files from the File System
  • Uploading, modifying, or deleting files (subject to permissions)
  • Performing bulk file transfers
  • Automating backups and integrations

SFTP access provides an alternative to the web-based File Manager and is particularly useful for bulk file operations, automated workflows, and third-party integrations.

Prerequisites

Before connecting via SFTP:

  1. SFTP access must be enabled for your account.
  2. You must have a valid ConnexCS account.
  3. An SFTP client must be installed.

Supported clients include:

  • WinSCP
  • MobaXterm
  • FileZilla
  • Cyberduck
  • OpenSSH Command Line

How to enable SFTP access?

  1. Login to your account.
  2. Navigate to Profile :material-menu-right: Advanced. Click on Edit.

  3. Enable the Flags. Click Save.

Authentication Methods

ConnexCS supports the following authentication methods:

Username and Password

Users can authenticate using the same credentials used to log in to their ConnexCS account.

SSH Key Authentication

Users can optionally authenticate using SSH public/private key pairs.

SSH key authentication provides enhanced security and eliminates the need to enter passwords.

Configuring SSH Keys

To authorize an SSH key:

  1. Login to your account.
  2. Navigate to Profile :material-menu-right: SSH Keys.
  3. Create a New SSH Key.

  4. Enter Key Details:

    • Key Name (Identifier)
    • SSH Public Key

    Only the Public Key should be uploaded. Never upload your Private Key.

  5. Click on Save. After saving, the SSH key becomes available for SFTP authentication.

SFTP Connection Details

Use the following connection settings:

Parameter Value
Protocol SFTP
Host sftp.connexcs.com
Port 22
Username Enter the username (ConnexCS email) you use to sign in to the ConnexCS Control Panel
Authentication Password or SSH Key

Connecting Using Username and Password

  1. Open your preferred SFTP client.

  2. Configure the connection:

    Setting Value
    Host sftp.connexcs.com
    Port 22
    Username Your ConnexCS Username (email)
    Password Your ConnexCS Password

  3. Click Connect. The system will authenticate using your standard ConnexCS login credentials.

Connecting Using SSH Keys

  1. Upload your Public SSH Key to ConnexCS.
  2. Open your preferred SFTP client.

  3. Configure:

    Setting Value
    Host sftp.connexcs.com
    Port 22
    Username Your ConnexCS Username (email)
    Authentication SSH Key

  4. Select the corresponding Private Key from your local machine.

  5. Click Connect.