# File ## Introduction The **File** storage action in **DBSync Cloud Workflow** enables you to read, write, move, and rename files from your **local machine or desktop environment**. This action is especially useful for handling structured data formats such as **CSV**, **JSON**, and **XML**, supporting a wide range of data processing and integration workflows. You can use this feature to: * Archive files for audit or backup purposes * Transfer data to a target location for downstream processing * Rename or organize files as part of automated workflows Whether you're automating data extraction, preparing reports, or managing file-based integrations, the File Storage action offers the flexibility and control needed to manage files effectively within your integration pipeline.
### **Use Cases** * Archiving transaction data * Exporting data for manual review ## **Configuration Steps** {% hint style="info" %} NOTE: It is necessary to configure the Remote Agent before using the File Storage action. {% endhint %} 1. **Add File Storage Action to Workflow** * Drag and drop the File storage action into your workflow. * Click Configure provided on the File action. * Click on the Select Agent dropdown and select the agent that you have configured. * Select the desired operations provided (**READ, WRITE, MOVE/RENAME**).

Read from a FIle

2. **Define Storage Parameters for READ operation** * **File Path:** Specify the Dropbox folder path where the file should be fetched from (for example, C:/backup/invoices). * **File Content:** All downloaded files will be stored in a variable. This name is auto generated, however user can also change if needed.\ This variable will be added to the datastream (Central fx) to process further. * **Preview:** It displays the list of files that you have selected. * **Properties** * **Include files in the sub folder? YES/NO:** Provides the option to read only the parent folder or including subfolders.

Write to a File

3. **Define Storage Parameters for WRITE operation** * **File Path:** Specify the Dropbox folder path where the file should be copied (for example, C:/backup/invoices). * **File Name:** Define the name for the file to be saved. You can use dynamic variables like ***File Name, Local File Path, Download File Path, File Size, Remote File Last Modified Date Time***. * **File Content:** All downloaded files will be stored in a variable. This name is auto generated, however user can also change if needed.\ This variable will be added to the datastream (Central fx) to process further. * **Properties** * **Overwrite:** Enable if you want to overwrite files with the same name. * **Skip:** Enables you to skip overwriting the file with the same name. * **Batch size:** user can select the batch size of 1, 50, 100, 200, 500 from the dropdown. * **Create Sub folder:** Enable the checkbox to add a static name or drop any variable from the data stream to name dynamically. Or it can be a combination of both.

MOVE/RENAME operation

4. **Define Storage Parameters for MOVE/RENAME operation** This operation is provided for you to move the data from one file path to another. You can also rename it while moving. * **Source File Path:** Choose a file from the drop down list OR input a regular expression for a customized and dynamic pattern. * **Destination File Path:** Choose a file from the drop down list OR input a regular expression for a customized and dynamic pattern. ### **Best Practices** * Use consistent naming conventions to keep files organized. * Leverage timestamp placeholders for versioning. * Secure credentials when using external storage locations. * Validate output by enabling logging or audit trails. ### **Limitations** * File size limits may apply depending on the chosen storage. * Format conversion should be handled explicitly in data preparation steps.