In VAT4U, you can seamlessly link imported data with corresponding invoice images, ensuring a fully integrated expense management process. However, for this linkage to work, a connection must exist between the data and the images.

There are two ways to establish this link:

1. Using Public URLs: Provide a public URL for each image, and VAT4U will automatically retrieve and allocate the image to the corresponding data.
2. Using SFTP Integration: Upload images into a secure, private SFTP folder in VAT4U and provide a specific image link (via the SFTP path) to associate with the data.

The following steps guide you through setting up and linking your data and images using the SFTP method.

How do I set this up using SFTP?

1. Prerequisites:
   • Download and install FileZilla Client or similar program.
   • Request SFTP credentials from VAT4U through the app.
2. Establish SFTP Connection:
   • Open FileZilla and enter the following details:
     • Protocol: SFTP
     • Host: sftp.integration.vat4u.com
     • Port: 22
     • Logon Type: Key File
     • Username and Key file (provided by VAT4U).
   • Connect and trust the server fingerprint when prompted.
3. Transfer Files:
   • Unzip any ZIP archives and upload files to your VAT4U SFTP folder using FileZilla.

How do I link images to my CSV data?

1. Open your CSV file and add a new column titled Document-URL.
2. Use a formula to concatenate the static string with the filename in Excel:
   • Example: =CONCAT("sftp://support/"; B1)
   • Replace support with your SFTP root folder name.
3. Save the CSV with the new column.

How do I import my data into VAT4U?

1. Go to Add Expenses on the VAT4U platform.
2. Select your company and choose Mass data import.
3. Select I have both data and scans/images.
4. In the field mapping, map the URL to invoice Document to Document-URL.
5. Map the other fields as usual and proceed with the import.

VAT4U will automatically link the images to the corresponding invoices once the import is complete.