The FTP Export connection allows the system to Export CSV files to FTP or SFTP servers.
Setting Up - Adding an account
To add an FTP Export connection, please do the following -
Click Connect then Order Integrations
Next, click FTP Export then Create Account.
(3PL Only) Select the Client.
Make the connection Active once you are ready.
Configure the connection to your requirements:
Setting | Description | Example Data |
ExportType | The type of report that will be exported. CustomDataModel is used for custom reports and the ExportSpreadsheetType must match the name of the relevant Custom Report. | Order |
ExportFormat | What file format will be exported | CSV |
ExportSpreadsheetType | The Spreadsheet you select must appear within the section of the ExportType selected. For example, if you selected the ExportType as Order, you must choose a Spreadsheet within the Order section. | MultiLineOrderTemplate |
RunOnceADay | Keeping OFF will run on the Delay set | ON |
Host | The IP Address or Host of the FTP Server | |
Path | Where the file is located | /neworders/ |
UserName | The username required for connecting to the FTP Server | mintsoft |
Password | The password required for connecting to the FTP Server | password |
Port | Port used to connect | 21 = Standard FTP Port 22 = Standard FTP Port |
EncryptionMode | What level of encryption will be used | None |
DataConnectionType | What connection will be used for FTP | AutoPassive |
Once ready, click Add to save the connection.