FTP
Last updated
Last updated
DBSync's FTP (File Transfer Protocol) connector allows users to exchange files with an FTP 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.
To establish a connection to an external FTP server, the user must:
Have a valid license for the DBSync FTP connector, along with a username and password to connect to the DBSync iPaaS platform.
Have sufficient read/write permissions for the required directories on the FTP server.
The following parameters are required to configure the FTP connector:
Navigate to the DBSync website and click on Login.
Select Cloud Workflow.
Provide your User Name and Password and click Login.
Once logged in, click on Create to start a new project. Name your project (e.g., FTP Integration Project).
Click on Add Task and name it (e.g., FTP File Transfer Task).
Assign the task to a Bot and click Configure.
In the task configuration screen, look for the option to add connectors. Select Add Connector and choose FTP Connector from the list.
Enter 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: Specify the folder path for file operations.
Set properties such as:
Store: Choose between "Session" or "InMemory" for storing transferred data.
Directory: Specify the directory for inbound files.
File Has Header: Indicate if the file includes a header.
Set properties such as:
Mode: Choose between "Passive" or "Active" for the FTP connection.
File Type: Specify the file type (Binary or ASCII).
File Name: Define the target file name for uploads.
Directory: Specify the directory on the target FTP server.
Implement any conditional actions that determine when the FTP operations should occur based on specific criteria defined in your workflow.
To ensure everything is working correctly, you can add a Debug action to print out the status or results of the FTP operations.
Click Save to store your configuration.
Click the 'Run' icon to execute the workflow. Monitor the console output for any errors or confirmation messages regarding the file operations.
After running the integration, check the logs to verify that the files were successfully uploaded or downloaded. This will help you identify any issues that may have occurred during the process.
Automated File Backups: Reduce manual intervention by automating file backups from any CRM or accounting system to a remote FTP server.
Post Processing of Files: Move files from one directory to another within a file system.
PRO TIP
When configuring the FTP Connector, always use secure FTP (SFTP) when handling sensitive data to ensure secure file transfers.
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.
Property
Description
Required
Default Values
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
Columns
Header columns in the file (optional).
No
Delimiter
The delimiter used in the file (optional).
No
Enable Remote Server
Enables the use of a remote server.
No
Use SSH
Enables the use of SSH for secure connections.
No