FTP Upload
Getting Started
FTP allows you to upload data in bulk from your server every 24 hours. This works for both Excel and XML formats. Users are required to set up an Active FTP connection and the filenames to be retrieved from the server.
Acceptable Formats: XLSX and XML
Recommended: Small, Medium, and Large Certification Bodies that have anywhere between 20 to 50,000 certifications
To successfully import your data from your FTP, you must meet the following prerequisites:
Prerequisites
Set up an Active FTP Connection (go to Import Settings / FTP Settings page)
To set up your FTP Connection, click here.
Collect and format your data in a .xlsx or XML file format.
In your FTP server, upload files (.xlsx or XML) with your formatted data.
Once the FTP has been connected and the data has been formatted, you have to define or nominate the files you want to get your data from.
How to Add Filenames
Defining or nominating the filenames is required so that IAF CertSearch can retrieve your data from your server into the IAF CertSearch database.
In the FTP Upload page, go to the FTP File Names section
Click, the 'Add File Name' button
In the Add FTP File Name modal, add the filenames you want to retrieve.
Select the File Type
Input File Name
Select File Format
Sync Imported FTP Files
Once the files are defined, you can either choose to:
Fetch the files right away, which can be done by manually clicking the 'Sync Certification body Files' button
Fetch during the FTP crawl schedule which starts at UTC 01:00 am daily.
Rules
Any changes made to your file will be updated every 24 hours.
If the file names do not match, the system will not upload the file.
Fetching the files will be skipped if there is no filename in the FTP filename section.
FTP Upload Activities
Allows you to see all the FTP upload activities.
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