Skip to main content
This document will guide you through connecting to Elation’s Patient Matching service using FileZilla or Cyberduck.

​
Setup Requirements

  • Host Address: patient-matching-data-transfer.elationemr.com
  • Username: Provided to you by Elation Health. Typically your email address.
  • Private Key: This allows you to securely authenticate with the SFTP server.

​
Connecting with Cyberduck

Follow the steps below to connect to the data transfer service using Cyberduck.
  1. Open Cyberduck
  2. From the File menu, click Open Connection
Cyberduck connection window showing FTP protocol selected, Server field active and empty, Port set to 21, with Username, Password, Anonymous Login, and SSH Private Key fields all empty.
  1. In the connection window, fill in the fields as follows:
  • Protocol: SFTP (SSH File Transfer Protocol)
  • Server: patient-matching-data-transfer.elationemr.com
  • Port: 22
  • Username: Enter the username you received from Elation
  • Password: Leave this field empty
  • SSH Private Key: Click the field to select the file containing your private key
  1. Following screenshot is an example of correctly filled-out connection window:
Cyberduck connection window configured with SFTP protocol, server patient-matching-data-transfer.elationemr.com, port 22, username field active, SSH Private Key set to ~/.ssh/patient-matching.key, and Add to Keychain checked. The above screenshot was taken on macOS. If you’re using Windows, the file path may look slightly different. All other fields remain the same.
  1. Click Connect. Cyberduck will try to connect to the SFTP server.
  2. When connecting for the first time, you may see a screen like the one below. This message appears because your computer has not connected to this server before and is verifying its identity. Select Always and click Allow to proceed with connecting to the SFTP server.
Cyberduck "Unknown fingerprint" dialog showing the server's ssh-rsa key fingerprint, with "Always" checkbox and "Allow" button to trust and proceed.
  1. Once connected, Cyberduck will display your upload folder, here is where you will add your .CSV file.

​
Connecting with FileZilla

Follow the steps below to connect to the data transfer service using FileZilla.
  1. Open FileZilla
  2. From the File Menu, click Site Manager … to open the following window
FileZilla Site Manager dialog with "My Sites" folder selected, empty connection fields, and General tab active. New site and Duplicate buttons are available. Site Manager in FileZilla (New Site Setup)
  1. Click on New site, and choose a name that you’ll easily remember in the future
  2. On the right-hand side, under General tab, fill in the fields as follows:
  • Protocol: SFTP - SSH File Transfer Protocol
  • Host: patient-matching-data-transfer.elationemr.com
  • Port: 22 (Or leave this field empty)
  • Logon Type: Key File (Set this option before filling out the fields below it, as it may reset them.)
  • User: Enter the username you received from Elation
  • Key file: Click the Browse button to select the file containing your private key
  1. Following screenshot is an example of correctly filled-out connection window FileZilla Site Manager showing "Elation Patient Matching" site selected, with Protocol set to SFTP, Host as patient-matching-data-transfer.elationemr.com, Logon Type as Key file, User as user@example.com, and Key file path filled in.
The above screenshot was taken on macOS. If you’re using Windows, the file path may look slightly different. All other fields remain the same.
  1. Click Connect, FileZilla will try to connect to the SFTP server.
  2. When connecting for the first time, you may see a screen like the one below. This message appears because your computer has not connected to this server before and is verifying its identity. Select Always trust this host and click Allow to proceed with connecting to the SFTP server.
  3. Once connected, FileZilla will display your upload folder, where you can drag-and-drop file. Your connection settings will be saved in FileZilla’s Site Manager for future use.

​
Uploading a File

Once connected, simply drag-and-drop your file into your folder. The system will automatically pick up and import the file.

​
Important: File name must be unique. Files with the same name will not be processed again.