Getting started with Collect tutorial videos
Use these videos to guide new clients through their Collect onboarding.
1. Generating your SSH keys
This tutorial video covers:
- What SSH keys are and how they are used
- How to generate SSH keys for your device
- What to do with them once they are generated
The supporting page for this video on InDebted's docs is: Authentication Guide
2. Configuring your SFTP connection
This tutorial video covers:
- How to use FileZilla to connect to InDebted's SFTP
- Which details to input into FileZilla to configure your connection
- What a successful connection looks like
The supporting page for this video on InDebted's docs is: Authentication Guide
3. Overview of the account upload format
This tutorial video covers:
- A high-level overview of the account upload file and fields that we need
- Some tips on additional fields that you can use to create a better experience
- How to prepare and format your file for upload
The supporting page for this video on InDebted's docs is: Account Upload Specification
4. Uploading your accounts
This tutorial video covers:
- How to navigate the SFTP folders from FileZilla
- How to upload the accounts to InDebted
- How to know they've successfully uploaded
The supporting page for this video on InDebted's docs is: Account Upload Specification
5. Fixing errors
This tutorial video covers:
- How to locate, understand, and open the error file
- How to adjust errors and re-upload accounts
The supporting page for this video on InDebted’s docs is: Error Handling
6. Updating customer information
This tutorial video covers:
- Why it’s important to keep customer information updated
- How to use the customer update sample file
- How to upload and update a customer’s information
The supporting page for this video on InDebted’s docs is: Customer Update
7. Recalling accounts
This tutorial video covers:
- When you can and cannot recall accounts
- How to upload and recall an account
The supporting page for this video on InDebted’s docs is: Account Recall
8. Transaction uploads
This tutorial video covers:
- Use cases for a transaction upload
- How to use the transaction upload sample file
- How to upload the transaction file
The supporting page for this video on InDebted’s docs is: Transaction Upload
9. Reports from InDebted
This tutorial video covers:
- Where to find reports in the SFTP
- The different kinds of reports and what they convey
- Use cases and potential automations for the reports
The supporting page for this video on InDebted’s docs are: