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      1. Cascade Debt Knowledge Base
      2. Integrations

      Automatic Data Exports

      To help customers securely receive any requested files, Cascade Debt offers three distinct transfer methods for automatic data dumps.

      This article provides a detailed explanation of the options available and outlines specific steps for the necessary credentials or configuration for each option. Each method is designed to ensure data integrity and security while accommodating a customer's preferred system setup. 

      Option 1: Amazon AWS S3

      Cascade Debt can upload the files directly to an Amazon S3 bucket that customers designate. To proceed, the following information is required:

      1. Access Key ID

      2. Secret Access Key

      3. Bucket Name

      4. Region

      How to Retrieve These Details:

      • Access Key ID and Secret Access Key: These can be created through the AWS Management Console:

        1. Log in to your AWS account.

        2. Navigate to the IAM (Identity and Access Management) service.

        3. Create a new user with programmatic access and assign it a policy granting necessary permissions for your S3 bucket.

        4. Download the credentials file that includes the Access Key ID and Secret Access Key.

        Example:

        Access Key ID: AKIAXXXXXXX123456

        Secret Access Key: wJalrXUtnFEMI/K7MDENG/bPxRfiCYXXXXXXX

      • Bucket Name: This is the name of the S3 bucket where you want the files to be uploaded. You can find it under the S3 service in the AWS Management Console.
            Example: my-example-bucket

      • Region: This is the region where your S3 bucket is hosted. It can be found in the bucket’s properties in the AWS Management Console.
            Example: us-west-1

      Please ensure that the credentials you provide have sufficient permissions to upload files to your specified S3 bucket.

      Option 2: Microsoft Azure Blob Storage

      Alternatively, we can upload requested files to a container in your Azure Blob Storage. For this option, please provide us with:

      1. Connection String

      2. Container Name

      How to Retrieve These Details:

      • Connection String:

        1. Log in to your Azure portal.

        2. Navigate to the Storage Accounts service and select the storage account you want to use.

        3. Under the "Settings" section, select Access Keys.

        4. Copy the connection string for the desired key.

            Example:
        DefaultEndpointsProtocol=https;AccountName=examplestorage;AccountKey=ABCDEFGHIJKLMNO1234567890ABCDEFGHIJKLMNO;EndpointSuffix=core.windows.net

      • Container Name: This is the name of the container within your storage account where the files should be uploaded. You can create a new container or use an existing one by navigating to the Blob Service section in your storage account.
            Example: example-container

      Ensure that the connection string you provide has the necessary permissions for us to upload files to the specified container.

      Option 3: SFTP

      For SFTP, we can set up a location on our server for you to connect and download the files. To use this method, you will need to:

      1. Generate an SSH key pair (private and public keys) on your end. Instructions for generating the key pair can vary by system, but here are some general guidelines:

        • Linux/Mac: Use the command ssh-keygen in your terminal.

        • Windows: Use tools like PuTTYgen or OpenSSH.

      2. Share the public key with us (never share the private key).

      Example of Key Pair:

      • Public Key:
        ssh-rsa AAAAB3NzaC1yc2EAAAABIwAAAQEAr...XAMPLEKEYEND user@hostname

      Once we receive the public key, we will:

      • Set up a secure SFTP location.

      • Share the SFTP server details (hostname, username, and port) with you.

      Example of SFTP Details that we will provide:

      • Hostname: sftp.cascadedebt.com

      • Username: exampleuser

      • Port: 22

      You will then be able to connect to the SFTP server using your private key to download the files.

      Next Steps

      Please review the options above and let us know which one works best for you. If you choose a cloud storage option (AWS S3 or Azure Blob), kindly provide the necessary credentials as outlined. If you prefer SFTP, generate and send us your public key at your earliest convenience.

      Should you have any questions or require assistance with any of the steps, please contact us or feel free to reach out to the Cascade Debt team.