This article will guide you through the process of completing the Fidelity Electronic Data Transmission (EDT) connectivity form.

Step 1: Download the form

Download the sample form here: Fidelity Electronic Data Transmission (EDT) connectivity form.

Step 2: Complete the Vendor Details area

Please enter your company name and technical contact information in the VENDOR DETAILS area on page 1.

Step 3: Leave the Inbound files to Fidelity section as-is

The Inbound files to Fidelity section denotes the 180 integration of you sending files to Fidelity after payrolls have processed. This section is already pre-filled with the detamoov connection information to Fidelity. Please leave this entire section as-is.

Step 4: Implementing a 360? 

If you're implementing a 360 integration, there are two scenarios detailed below helping you complete the Outbound feed from Fidelity section on page 2. If this is the first 360 you're completing with Fidelity, please review the "Your First Fidelity 360 Implementation" details. If you have an existing 360 with Fidelity, please review the "You have an Existing Fidelity 360 Implemented" details.

Your First Fidelity 360 Implementation

If this is your first Fidelity 360, you need to complete the "Want to configure a new connection?" area. First, create an SFTP account in detamoov for Fidelity. Once this account is created, enter the SFTP username into row 3) Login/Partner ID and SFTP password into row 4) Password/SSH Key for both the Production and UAT columns.

You have an Existing Fidelity 360 Implemented

If you have an existing Fidelity 360 implemented, please complete the "Want to use the existing connection?" section and enter in the SFTP username you've created in detamoov for Fidelity in both the Production and UAT columns.