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  • Getting Started
  • Setting up your FTP Connection Settings

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  1. Data Management
  2. Import Settings

FTP Settings

PreviousImport SettingsNextAPI Integration

Last updated 1 year ago

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Getting Started

In this section, you'll have the ability to manage your FTP Connections settings and the files you want to retrieve or from your FTP server.

  1. that should be retrieved from the FTP

  2. for data import

Setting up your FTP Connection Settings

  1. Go to "Import Settings"

  2. You will be redirected to the 'FTP Settings' tab

  3. Click the 'Edit' button

  • FTP Access Status

    • Active, continuously fetch/download the files from the FTP

    • Inactive, stops fetching /downloading the files from the FTP

  • FTP Server Protocol

    • FTP, relies on usernames and passwords for authentication

    • SFTP, uses SSH keys for authentication, which are much more secure

  • Server Host

  • Server Port

  • Server Username

  • Server Password

    • If SFTP is selected, add the Private Key

  1. To check if the FTP is successfully connected, click the 'Test FTP Connection' button.

  2. Once the FTP is connected, click 'Save Changes'

Once you are done setting up your FTP connection, the next step is to add the files you want to fetch or retrieve from the FTP servers.

To individually add the filenames for Certification Body and Certification data go to the following:

Setting up an Active FTP Connection
Define the files
Fetch files
View FTP Import Activities
Define filenemes for Certification data
Define filenames for Certification Body data