# FTP Settings

## Getting Started

In this section, you'll have the ability to manage your FTP Connections settings and the files you want to retrieve or [*fetch*](#user-content-fn-1)[^1] from your FTP server.

1. [Setting up an Active FTP Connection](#setting-up-your-ftp-connection-settings)
2. [Define the files](#define-the-filenames) that should be retrieved from the FTP
3. [Fetch files ](#fetch-files-from-ftp)for data import
4. [View FTP Import Activities](#ftp-data-import-activities)

## Setting up your FTP Connection Settings

1. Go to the **Import** page
2. From the navigation tab, click **'FTP Settings'**

<figure><img src="https://3317077539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxKFpI6wDGVdq63PqCqs7%2Fuploads%2F3u37urpNWIbb0z4KzBeB%2F%5BFTP%5D-tab.png?alt=media&#x26;token=dce11c57-672e-4e4b-8b61-b32fb1cb8891" alt=""><figcaption></figcaption></figure>

3. Click the **'Edit'** button

<figure><img src="https://3317077539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxKFpI6wDGVdq63PqCqs7%2Fuploads%2FNKpa2JR5xvrgLR9qr5AJ%2F%5BFTP%5D-filename-card.png?alt=media&#x26;token=2bee9a75-8f78-4378-9947-3ffa6631cc84" alt="" width="563"><figcaption><p>FTP Connection Settings</p></figcaption></figure>

* FTP Access Status
  * <mark style="color:green;">**Active**</mark>, *continuously fetch/download the files from the FTP*
  * <mark style="color:red;">**Inactive**</mark>, *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*

<figure><img src="https://3317077539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxKFpI6wDGVdq63PqCqs7%2Fuploads%2FpMhrQnXIEu0PaB0Oh4Qt%2Fimage.png?alt=media&#x26;token=6c18542e-4af5-4956-8065-b1320b6c5526" alt="" width="375"><figcaption><p>Selecting Protocol</p></figcaption></figure>

* Server Host
* Server Port
* Server Username
* Server Password&#x20;
  * If **SFTP** is selected, add the **Private Key**

4. To check if the FTP is successfully connected, click the '**Test FTP Connection'** button.
5. Once the FTP is connected, click the **'Save Changes'** button.

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.

***

## Define the filenames

Defining or nominating the filenames is required so that IAF CertSearch can retrieve your data from your server into the IAF CertSearch database.

{% hint style="info" %}
**Prerequisite**

Before defining the filenames, ensure that you have uploaded the files *which contain your* [*formatted data* ](https://support.iafcertsearch.org/certification-bodies/data-management/import-certification/certification-templates)into the FTP server.
{% endhint %}

1. In the FTP Settings page, go to the **FTP File Names** section

   <figure><img src="https://3317077539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxKFpI6wDGVdq63PqCqs7%2Fuploads%2F3YlfBwfVolQ28eldgvzJ%2F%5BFTP%5D-filename-card.png?alt=media&#x26;token=88e60daf-9364-43aa-8090-220416f605dc" alt=""><figcaption></figcaption></figure>
2. Click, the **'Add FTP Filenames'** button
3. In the Add FTP File Name modal, add the filenames you want to retrieve.

{% hint style="warning" %}
Make sure that your file names match the file names uploaded to your server.&#x20;
{% endhint %}

<figure><img src="https://3317077539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxKFpI6wDGVdq63PqCqs7%2Fuploads%2F3YlfBwfVolQ28eldgvzJ%2F%5BFTP%5D-filename-card.png?alt=media&#x26;token=88e60daf-9364-43aa-8090-220416f605dc" alt=""><figcaption></figcaption></figure>

* Supported characters for a filename are the following:
  * Alphanumeric characters: A-z, a-z, 0-9
  * Dashes (-)
  * Underscores (\_)
  * Spaces ( )
  * Forward slash, for subfolders support (/)
  * *example:* `cb_certs_1.xlm`, `cb_certs_2.xlsx`

4. If you want to add more than 1 filename, click the '**+ Add FTP Filename**' button
5. Once completed, click the **'Submit'** button

***

## Fetch Files from FTP

Once the files are defined, you can either choose to:

* **Fetch the files right away**, which can be done by manually clicking the **'Fetch Files'** button
* **Fetch during the FTP crawl schedule** which starts at **UTC 01:00 am daily**.

#### Rules

* <mark style="color:red;">Any changes made to your file will be updated every 24 hours.</mark>
* <mark style="color:red;">If the file names do not match, the system will not upload the file.</mark>
* <mark style="color:red;">Fetching the files will be skipped if there is no filename in the FTP filename section.</mark>

***

## FTP Data Import Activities

Allows you to see all the FTP import activities.

***

[^1]: Process of retrieving or downloading files from the FTP server
