Sigma is able to pick up files to import from email mailboxes and is able to support both Encrypted and Non-Encrypted versions of POP3 connection.

The secure version is often known as "Secure POP3" or "POP3S". When selected, Sigma's connection to the email inbox will be encrypted using SSL/TLS  (Secure Sockets Layer/Transport Layer Security).

When setting up an email importer, you will need to indicate whether the Encrypted or Non-encrypted version of POP3 should be used.  You will also need to specify the Port Number to use.  These details can be provided by your IT Team, but please see table below for commonly available email providers.

To use the email import option, tick 

Setup the configuration options as per the below:

• Email Server -  enter the email server address
• Username - enter the email address
• Password - enter the password for the email address
• Protocol - choose either POP3 Encrypted or POP3 Non Encrypted
• Port -  enter the Port number, this will default to 995 (encrypted) or 110 (non-encrypted)
• Sender Address (Optional): This tells the system to only look for emails that have been received from a specific sender email address. Note a partial email address could be entered (e.g. @teamenergy.com would only search for emails received with the domain @teamenergy.com)
  • This is important if you are have more than one EDI Supplier sending emails to the one email address or you are using you normal email address for importing 

• Subject (Optional): This tells the system to only look for emails that have been received with a specific subject. Note a partial subject string could be entered and is case insensitive (e.g. EDI File would find any emails that contained the words "EDI FIle" in it, even if the actual subject was "June Edi File Resend").
  • This is important if you are have more than one EDI Supplier sending emails to the one email address or you are using you normal email address for importing 

It is recommended that you test the connection to the mailbox before the schedule is saved.  This provides comfort that the system is able to connect before it runs for the first time and will not fail because of incorrect configuration and will provide details of why the connect was unsuccessful.

• Click 

• Click   to move to the next step

Scheduling the Importing via FTP

FTP stands for File Transfer Protocol and is a standard method for transferring computer files over local networks and the internet. The FTP works by having a program where the data is being transferred from known as a Server and another program that connects to the server known as the Client that requests the file(s) to be transferred and copies the data over. There are several different programs that work as either Server, Client or both.
One of the benefits of FTP is that it allows access to the files to be restricted to only certain users rather than making these publicly accessible.

Sigma is able to support both FTP and FTPS. The main difference being the added layer of security for FTPS which ultimately ensures the secure transmission of files between the the remote server and Sigma. FTPS stands for "File Transfer Protocol SSL (Secure Sockets Locker)". The SSL reference relates to the security aspect - a cryptographic protocol that encrypts the data being transferred.

Sigma has a built in FTP Client that can connect to an FTP Server to import data automatically via a schedule. To set up the automated importing an FTP Server will need to be set up. There are a large number of FTP Server Software providers offering a range of different functionality, TEAM would recommend that you pick the most suitable option for your business in line with your IT policies.

Whichever FTP Server program is chosen this will need to be set up with access to the folder where the files that need to be loaded to Sigma are sent to and able to be accessed from the internet. A user name and password will also need to be created to access the data, this will be entered in to Sigma when setting up the schedule.
If you want to limit access to the FTP further most Server programs will allow access to be limited to a range of IP addresses. Please contact Team Support if you require a list of the IP addresses used by Sigma.

The key configuration details for FTP are:

• Host name -  the host name of the FTP server whereby the files are stored that need to retrieved
• Username - the username to be able to access the FTP server
• Password - the password to be able to access the FTP server
• Path - the directory path to where the files are stored and need to be picked up from the FTP server

 Contact your IT department for the above details

• Ignore root files - Tick if you want to go directly to the folder indicated in the Path (ie ignore the root files)
• Secure FTP? (FTPS) -  Tick if you use FTPS (File Transfer Protocol Secure)
• Implicit Secure FTP? -  Tick both FTP? and Implicit Secure FTP? if  using Implicit.

Implicit FTPS is actually more strict than explicit FTPS when it comes to establishing a secure connection. In fact, the entire FTP session is encrypted, in contrast to flexibility you have when using explicit FTPS

• Click 

If successful, you will get the following prompt:

If unsuccessful, you will get the following prompt:

(Contact your IT Department or provider of the FTP server for advice if the FTP connection could not be established).

• Click  to continue setting up the Schedule