FTP | SFTP | FTPS (Import)

The main import flow for FTP | SFTP | FTPS is the same as the manual process. If you click on the process> Import data button, the file(s) from the FTP server are imported. How to import & process is described in Manually (Import) .

In the general tab the file name can be set. In the file name it is possible to add filters like: Order*, this will import all the files that will start with Order. Or another example *.csv, will result in all files that contain the extention .csv will be imported.

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For FTP there is a separate tab available, where the FTP settings can be added to connect to the server.

• FTP Host name = the URL/ domain or IP adress where you want to connect to

• Port = the port at the FTP side that is open for the connection.

  • Most common for SFTP = 22 and FTPS = 21 and are set default when you use the option FTPS or SFTP.

  • The provider of the FTP server can choose diffrent port numbers. If the connection fails with a message about the port, conact the provider for help.

• Remote path = the path where the files can be pickeup.

  • If you use .NET 8 for the root folder a / is needed to set.

• Use SSL (FTPS) = is set when you need an FTPS connection. FTPS and SFTP are complete diffrent connection methods, so please make sure to select the correct option.

• Use SSH (SFTP) = is set when you need an SFTP connection.

• Passive mode = a file transfer setting where the client opens both the control and data connections, which helps avoid firewall blocks

• Keep alive = sends small, background commands (like NOOP or PWD) over an idle connection to stop servers, firewalls, or NAT routers from dropping the session.

Archiving

• Delete after import = if this is set the file will be deleted from the original folder

• Move after import = if this option is set the file will be moved to the path that is set below. (The file will no longer exist in the original folder.

• Move to remote path = this is the path to the folder where the file should be transfered to.

Credentials

• User name = Username that is provided by the host

• Password = Password that is provided by the host. When creating a backup file the password will be empty, so please make sure to store it in a password manager.

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