FX Transfer
Automated File Transfer & Integration Platform
FX Transfer is a web-based file transfer and integration platform designed to automate file movement between different systems and communication channels. The platform supports dynamic roles and permissions, configurable connectors, scheduled jobs, filtering, and automated source-to-destination file transfers.
The objective of FX Transfer is to provide a centralized and flexible automation platform for transferring files between different systems. By combining configurable connectors, scheduled jobs, intelligent filtering, and automated source-to-destination workflows, the platform significantly reduces manual file-handling processes and improves operational efficiency.
Three systems, working together on every job.
Role & Permission Management
Access scoped to responsibility, not shared credentials.
- Dynamic role management
- Permission-based access control
- Feature-level access control
- Secure portal access
Connector Management
Every integration endpoint configured once, reused freely.
- Independently configured connectors
- Reusable across multiple jobs
- Source and destination support
- Multiple protocol types
Dynamic Job Management
The engine that ties connectors, filters, and schedules together.
- Job name, description, and parameters
- Execution schedule
- File processing rules
- Filters and transfer conditions
Configure the endpoint once. Use it in any job.
Each connector is set up independently and becomes available as a source or destination for every job on the platform.
FTP
Standard file transfer protocol endpoints.
SFTP
Secure, encrypted file transfer endpoints.
Network Drive
Shared drives accessible on the network.
Inbox-based file pickup and delivery.
SMTP
Outbound mail delivery as a destination.
EEX
Direct integration with EEX endpoints.
Other
Additional configurable integration endpoints.
From configuring a connector to a logged, completed transfer.
Eleven steps, most of which no one has to watch happen.
1
Configure Connector
Source and destination endpoints are set up.
2
Create Dynamic Job
A new job is defined with a name and description.
3
Configure Schedule & Parameters
When and how the job should run is defined.
4
Select Source
The originating connector is chosen for the job.
8
Read Files
Files at the source connector are scanned.
7
Job Execution
The job triggers according to its schedule.
6
Select Destination
The target connector is chosen for the job.
5
Define Filters
File type or pattern rules are configured.
9
Apply Filters
Only files matching the configured rules pass through.
10
Transfer Matching Files
Eligible files move to the destination connector.
11
Log Result
The outcome is recorded for monitoring and audit.
Everything a multi-system file exchange needs to run itself.
Web-Based File Transfer Portal
Configure and monitor every job from one place.
Dynamic Roles & Permissions
Access scoped precisely to each user's role.
Multi-Connector Architecture
Any configured connector usable as source or destination.
FTP Integration
Standard FTP endpoints as sources or destinations.
SFTP Integration
Encrypted, secure file transfer endpoints.
Network Drive Integration
Shared drives connected the same as any endpoint.
Email Integration
Inboxes as a valid source or delivery point.
SMTP Integration
Outbound delivery over standard mail protocol.
EEX Integration
Direct exchange with EEX endpoints.
Dynamic Job Creation
Jobs defined by name, schedule, source, and filter.
Scheduled Job Execution
Jobs run automatically on their defined schedule.
Multiple Source & Destination Connectors
Live visibility into what ran, when, and how it went.
File Type & Pattern Filtering
Only the files that match the rule get transferred.
Automated File Transfer
No manual pickup or drop-off, ever.
Job Monitoring & Execution History
Full visibility into what ran, and when.
Error Handling & Transfer Logs
Every failure caught, logged, and traceable.
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