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Set up auto-saving of inspection CSV files to FTP
Set up auto-saving of inspection CSV files to FTP
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can configure automatic saving of CSV files with inspection information to your company FTP.

Required Subscriptions: Feature: EntityCSVtoFTP

  • On the Company tab, click Company Info, and then on the Integration Settings tab, in the FTP Settings section, click the Configure link.

  • Click Add on the toolbar, and then in the FTP dialog box, enter the appropriate settings, and click OK.

    • Name

    • Description

    • Server Name is your domain name or server IP address.

    • Server Port is the port number. Default port is 21.

    • User is your username or the username of an FTP account.

    • Password is the password for the user you are logging in as.

    • Use Passive Mode allows using web browser as an FTP client and avoiding problems with Firewall. This check box is selected by default.

    • Disabled allows disabling FTP that you don’t want to use.

  • In the Entity Type CSV Mapping Settings section, click the Configure link.

  • Select the appropriate entity type in the Entity Type section, and then click Add on the toolbar.

  • In the Entity Type CSV Mapping dialog box, enter the appropriate settings, and click OK.

    • Type allows selecting a particular type of selected entity.

    • CSV Mapping allows selecting a CSV mapping with particular settings.

    • FTP allows selecting an FTP with particular settings.

    • File Path allows specifying a particular folder to which CSV files must be saved. The path must start and end with a slash (/).

    • Disabled allows disabling entity type CSV mapping that you don’t want to use.

  • Click Update at the bottom of the page.

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