FTP

Learn how to use the FTP storage action to build your workflow

Introduction

The FTP Storage Action in DBSync Cloud Workflow enables users to upload files directly to an FTP server as part of their integration workflows. This feature is commonly used for transferring data to legacy systems, centralized storage, or other third-party platforms that accept files via FTP.

Use Cases

• Export order or invoice data to an ERP system via FTP.

• Backup integration results to a remote FTP server.

• Share processed reports with partners who use FTP for file exchange.

Use Case Scenario

Scenario: Nightly Order Export to Centralized FTP Server

A retail company uses DBSync to extract completed orders from its eCommerce platform every night. These orders are formatted into a CSV file and need to be transferred to the company's central FTP server for further processing by their ERP system.

Configuration Steps

1. FTP Storage Action to Workflow

• Drag and drop the FTP storage action into your workflow.

• Click Configure provided on the FTP action.

• Click the dropdown in the FTP Connector field and select your Connector.

• Select the desired operations provided (READ, WRITE, MOVE/RENAME, DELETE).

Read from FTP

1. Define Storage Parameters for READ operation

• File Path: Specify the FTP folder path where the file should be fetched from (for example, /Employee.csv)

• Preview: It displays the list of files that you have selected.

Write to FTP

1. Define Storage Parameters for WRITE operation

• File Path: Specify the FTP folder path where the file should be copied (for example, /FTP Target/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: Select the variable from the Fx dropdown to choose the file content.

• Properties

  • File type: Select any of the encoding type from the following:

    • UTF-8

    • ASCII

  • Batch size: user can select the batch size of 1, 50, 100, 500, 1000 from the dropdown.

1. 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 by adding desired the name in front of the target location.

• 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.

1. Define Storage Parameters for DELETE operation

• File Path: Select or specify the file path that you want to delete.

Best Practices

• Use dynamic file naming (e.g., using date or record IDs) to prevent overwriting.

• Confirm directory structure exists on FTP before execution.

• Ensure firewall and network settings allow FTP transfers.

• Ensure the file path while using the DELETE operation.

Troubleshooting

• Connection Timeout: Verify FTP server availability and network access.

• Authentication Failed: Check credentials and permissions.

• File Not Appearing: Refresh the directory, confirm the directory path or test with a manual FTP client.

Limitations

• DBSync supports FTP and FTPS.

• Maximum file size is subject to network and server limits.

• Requires stable internet connectivity during upload.