FTP
Learn how to use the FTP connector in DBSync Cloud Workflow
Overview
DBSync's FTP (File Transfer Protocol) connector enables secure and automated integration. It allows users to exchange files with an FTP/SFTP file server. This connector can be utilized to perform various operations, including downloading files from an FTP server, uploading files to an FTP server, reading multiple files, and writing to one or more files.
Key Benefits
For Business Users:
Automated File Transfers: Eliminates manual FTP uploads/downloads.
Reliable Workflows: Schedules file transfers and trigger downstream processes automatically.
For Technical Teams:
Secure Connectivity: Supports standard FTP as well as encrypted SFTP (SSH File Transfer Protocol).
Flexible Operations: Enables file uploads, downloads, and transfers from one directory to another within a file system.
Automated File Backups: Reduces manual intervention by automating file backups from any CRM or accounting system to a remote FTP server.
Prerequisites
Before configuring the FTP Connector, ensure the following requirements are met:
DBSync Access
A valid license for this connector and access to the DBSync Cloud Workflow platform.
FTP/SFTP Server
Have sufficient read/write permissions for the required directories on the FTP server.
Data Transfer
The DBSync FTP connector enables bidirectional data transfer with FTP servers.
To transfer data from an FTP server to another source, define an FTP Action that describes where the data resides.
To transfer to an FTP server, first define one or more FTP Actions that describe where to store the data.
Notes:
When the FTP Connector is used to transfer a file, the data is transferred in-memory to the FTP server, and nothing is registered on Cloud Workflow.
Connector Configuration
Each connector instance represents a connection to one FTP/SFTP server. To connect to multiple FTP/SFTP servers (for example, dev and production), create independent connection instances with unique names.
Connection Parameters
HostName
The hostname or IP address of the FTP server.
Yes
ftp://hostname
Port Number
The port number for the connection (default is 21 for FTP, 22 for SFTP).
Yes
FTP: 21, SFTP: 22
UserName
The username for the FTP server account.
Yes
Password
The password for the FTP server account.
Yes
Folder
The folder path for reading/writing files (no leading or trailing slashes).
Yes
Mode
FTP connection mode: Passive or Active.
No
File Type
File transfer type: ASCII or Binary.
No
Enable Remote Server
Enables the use of a remote server.
No
Use SSH
Enables the use of SSH for secure connections.
No
Once connected, the server will be available for use in workflow tasks involving file operations.
Quick Setup Guide
Configure the Connector
Provide the required configuration details:
HostName: Enter the FTP server's hostname or IP address.
Port Number: Specify the port number (default is 21 for FTP).
UserName: Provide the username for the FTP server.
Password: Enter the password for the FTP server.
Folder: Define the folder where files will be read from or written to. Use “.” for the root or specify a subfolder (For example, /inbound, /outbound).
Additionally, provide one or more of the following optional properties:
Mode: Choose between Passive or Active data transfer mode for the FTP connection. Passive is recommended as it works well with firewalls and NAT configurations. Use Active only if your FTP server requires it.
File Type: Specify the file type (Binary or ASCII). Controls how file data is transferred.
ASCII: For text-based files like .csv or .txt.
Binary: For non-text files like images, executables, or zipped data.
Use SSH Keys for Authentication
Enable this option if your FTP server uses SSH key-based authentication (for SFTP).
It enhances security by using public/private key pairs instead of a password.
Enable Remote Server Public Key
Enable this option to validate the remote server’s SSH key during connection.
It adds an extra layer of security by verifying the server identity, preventing attacks (for SFTP connections).
After setup, the FTP/SFTP server is available for file operations in workflows and automation tasks.
PRO TIP
When configuring the FTP Connector, always use secure FTP (SFTP) when handling sensitive data to ensure secure file transfers.
Frequently Asked Questions (FAQ)
Can I connect to multiple FTP servers?
Yes, create separate connector entries for each FTP/SFTP server you need to integrate.
Does the FTP connector support bi-directional data flow?
Yes, the FTP connector can be configured for both bi-directional and uni-directional data transfers.
Is the FTP connector available for both on-demand and on-premise versions?
Yes, the FTP connector can be used with both on-demand and on-premise versions of DBSync Cloud Workflow.
Can the FTP connector handle large files?
Yes, the FTP connector is designed to handle large files. However, the performance may vary based on the size of the files and the available network bandwidth.
Can workflows be triggered based on file changes?
Workflows can be configured to poll and check for file presence or arrival, which can then initiate processing tasks.
What if my FTP server uses SSH key authentication?
SSH key authentication is supported for SFTP - upload your private key in the connector setup.
Related Content
Why You Should Automate with FTP/FTPS: Automating file transfers using FTP or FTPS in DBSync Cloud Workflow ensures secure and reliable data exchange between your systems.
Salesforce and FTP/S Integration: Integrate Salesforce with FTP/S using DBSync to automate the exchange of data between your Salesforce environment and external file systems.
FTP Action: use FTP connector in combination with FTP Action
Summary
The FTP Connector in DBSync Cloud Workflow provides a powerful and secure way to integrate traditional FTP and secure SFTP servers into modern business workflows. With support for core file operations, flexible configuration, and automation capabilities, this connector helps organizations modernize file exchange processes and automate data movement across systems.
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